05/28/2020
Walsh, Amar & Associates Join William Blair’s Private Wealth Management Group
Los Angeles Office Opens
Wealth and Asset Management
05/28/2020
CI Financial makes strategic investment in Congress Wealth Management
The agreement represents the further development of a collaborative partnership between CI and Congress.
05/28/2020
Human vs Robot: the Struggle for Good Automation in Wealth
In this live discussion we speak with three leading industry experts about whether "robo" and wider trends of automation are fundamentally at odds with the human and relationship-based business model of wealth management.
05/28/2020
Labuan IBFC Market Performance for 2019
The 30th anniversary signifies the success of the Centre’s long standing journey, and a pivotal time to embark on new direction for the next phase of development and growth.
05/28/2020
UK investment boutique champion dies
Sean Healey, former chief executive of Affiliated Managers Group, has died following a battle with ALS.
05/28/2020
The Luxembourg SPF: A private wealth management company of choice
Ultimately, with Luxembourg being a highly developed centre of legal and financial services, private individuals wishing to structure their assets' holding and financing benefit from a one-stop-shop meeting all their expectations.
05/28/2020
Charles Stanley sees 45% profit boost despite £4bn FUM hit
Charles Stanley attributed its increased profits to a repricing exercise completed by the company a year ago, which saw the business increase its rates for investment management services in line with the rest of the market.
05/28/2020
Brady Wealth Management Takes Philanthropic Initiative to Fight COVID-19
Partners at Brady Wealth Management have launched initiatives to help communities even in the midst of a lock down while respecting WHO social distancing guidelines.
05/28/2020
Credit Suisse to Review Lending to Clients at Wealth Unit
Credit Suisse follows a sustainable and profitable growth strategy for its International Wealth Management business
05/27/2020
UBS team managing $330 million forms RIA
Three advisers form TriaGen Wealth Management in Calabasas, Calif.
05/27/2020
Continued resilience in a challenging environment
The second ad hoc announcement on new business activity will be for the month to 31 May 2020
05/27/2020
More than traditional trust and estate planning
Coronavirus’ impact on travel is a big tax issue for businesses and individuals.
05/27/2020
Royal Bank of Canada profit falls short of views
The total PCL ratio on loans was 165 bps, up 139 bps from last quarter as we prudently increased reserves due to the impact of the COVID-19 pandemic.
05/27/2020
Sanctuary Wealth Receives PPP Loan
The Indianapolis-based firm with about $9 billion in assets under advisement intends to use the loan primarily to "maintain headcount and compensation," according to a new Form ADV.
05/27/2020
The return of the global wealth manager?
Covid-19 may accelerate larger wealth managers’ global ambitions.
05/27/2020
How to get the best price for your wealth firm
Patrick Isaacs, chief executive officer at M&A consultancy Capital and Trust, gives tips to sellers and buyers as the coronavirus crash is set to accelerate consolidation in the industry
05/27/2020
Scotiabank Takes $168 Million Hit as It Shuts Historic Gold Unit
Bank is in talks to settle with authorities on metals probes
05/26/2020
Michael Qamar: "We are starting to speak to private banks"
There are three options for this: Either you want to sell the deal together with us as a bank, then we ask our customers and you theirs.
05/26/2020
Investment Products & Solutions - Are we at the Dawn of a New Investment Paradigm?
The chaos wrought on economies, businesses, individual liberties and of course on the financial markets has been dramatic and shocking to all.
05/26/2020
Swiss bank UBS to start venture capital arm
Lender will look to make investments of $10m-$20m apiece in FinTech companies