03/04/2020
Unlike warnings of the past, the latest projections have startled observers, especially the wealth managers already struggling to find and hire young would-be advisors.
03/04/2020
The importance of inter-generational partnerships in wealth management
03/04/2020
The entities now under Edmond de Rothschild REIM form a consistent and comprehensive European network of 9 offices and 120 employees, with an initial €10.4bn of assets under management and significant potential for future growth.
03/04/2020
Credit Suisse Investment Partners is combining the convertible bond business of Credit Suisse Asset Management and AgaNola.
03/04/2020
Franklin’s inorganic growth activities reflect capital strength and efforts to enhance its performance.
03/04/2020
Smaller clients will be transferred to the firm's multi asset funds as chief executive Penny Lovell aims to increase its average portfolio size to at least £1m.
03/04/2020
Peter Izard, business development manager at Investec Private Bank, takes a look at the opportunities and the role of private banks in the growing remortgage market for high net worth individuals
03/03/2020
This was largely from negative interest charged on sight deposit account balances.
03/03/2020
By integrating Scivantage’s solutions, Refinitiv has expanded its wealth management portals’ service offering
03/03/2020
Sergio Ermotti will assume the post after leaving Swiss bank
03/03/2020
Brenda Cox, Senior Merrill Advisor is moving on to start Nspire Wealth an independent RIA in Denver.
03/03/2020
The Securities and Exchange Commission said the wirehouse and independent broker-dealer unit failed to properly train and supervise sales of such products between 2012 and September 2019.
03/03/2020
Millennials are not wooed by big names in financial services
03/03/2020
The combination of our firms will enhance the experience we can deliver to high-net-worth and ultra-high-net-worth clients across the country."
03/03/2020
With the spread of the coronavirus triggering the pounding of global markets last week, wealth managers are telling clients there is plenty of opportunity to profit.
03/03/2020
Portfolio Optimiser allows users to either create their own structured product for analysis
03/03/2020
Very soon, a new generation will be controlling investment decisions with a different approach and strategy.
03/03/2020
This is an important milestone in our efforts to use our combined professional experiences to collectively grow and reach new heights in terms of service and distribution."
03/03/2020
Recognition of an exceptional career in Financial Services
03/03/2020
Within fixed income, emerging market (EM) bonds are set to recieve the most inflows as 65% of the respondents said they are expecting to up their exposure to the asset class within the next 12 months.