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Wealth and Asset Management

02/25/2021

EU financial services firms still keen to maintain UK market access

Though - given the length of the list - it likely represents a good number of firms already operating in the UK and looking to take advantage of transitional arrangements to continue their business operations here, it is welcome.

02/25/2021

St James’s Place net inflows slow amid ‘challenging’ environment

But the company's funds under management still grew to £129bn, while its adviser numbers grew by 1.6 per cent to 4,338.

02/25/2021

Zurich PB sets up team for expansion into Germany

The focus of its expansion is on Hamburg, the Rhineland, the Rhine-Main-Neckar region and the metropolitan areas around Stuttgart and Munich.

02/25/2021

Standard Chartered – full of promise, but not yet delivering

Combine steady income growth with Standard Chartered’s 10% return on equity target and a commitment to return surplus capital to shareholders and the result would be an attractive and growing dividend.

02/25/2021

Credit Suisse Hopes to Bring Some Workers Back as Fatigue Mounts

The world’s largest banks sent workers home in droves early last year to stem the spread of the deadly coronavirus pandemic.

02/25/2021

New Asian century: post-pandemic opportunity

Why emerging Asian assets will grab a greater share of global investors' portfolios.

02/25/2021

Van Lanschot Kempen: net profit at €50 million and 13% growth in client assets

In more ways than one, it has forced us all to confront the fragility and realities of life.

02/25/2021

Three questions business acquirers are asking

In extraordinary times, buyers want to know how your business has traded through the pandemic and more about its future prospects.

02/25/2021

Succession planning trends for LatAm (U)HNW individuals and families

Succession planning is always difficult to talk about, and despite knowing it is essential, some families or individuals don’t always have the right plans in place.

02/25/2021

London regains top spot in Schroders’ Global Cities Index

While the UK capital scored highly on its response to climate change, car-reliant Los Angeles dropped from first to 14th place.

02/24/2021

Region's private banks post strong performance in 2020 despite pandemic

Siow Li Sen of The Business Times (BT) asks the region's leading private bankers how they turned in strong performances in the face of adversity, and their outlook for 2021.

02/24/2021

Meet the Ex-Wirehouse Exec Turning the Rockefeller Family Office Into a Wealth Management Firm

Offering an array of products and services for high-net-worth and ultra-high net worth clients, Rockefeller Capital Management has the welcome mat out for elite advisors nationwide.

02/24/2021

OCBC Posts Quarterly Decline But Sees Signs of Recovery

The bank's full year 2020 net profit, which at S$3.59 billion was 26 percent lower than 2019's record earnings

02/24/2021

UBS Is Said to Consider Sale of Spanish Wealth-Management Unit

UBS is reviewing all businesses ahead of strategic update

02/24/2021

Mercer Advisors Recognized for the “Private Wealth Manager M&A Deal of the Year”

Industry leading RIA firm creates innovative acquisition solution with Raymond James to win highly competitive PAM award.

02/24/2021

EFG International reports full-year 2020 results

It demonstrated its operational and financial resilience against the backdrop of the pandemic.

02/24/2021

How Covid-19 is reshaping priorities and behaviour among Asia's ultra-wealthy

They place high value on digitalisation, financial guidance, and sustainability.

02/24/2021

Global UHNWI population to grow by 27% over the next five years: Knight Frank

The biggest rises in Europe are forecast in Poland (61%) and Sweden (59%).

02/24/2021

UK's Lloyds targets wealth push and office cuts after profit drop

The squeeze led net income to fall nearly 3 billion pounds over the year to 14.4 billion.

02/24/2021

Schroders Personal Wealth pushes ‘top three financial planning business’ goal back two years

This is despite the fact that the results indicate digital migration work to the new venture has now completed.

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