03/05/2021
Wealth Management – Mosaique Insights
How different will the economy that exits the crisis look from the one that entered it?
Wealth and Asset Management
03/05/2021
Marina Cristiani Wins Silver At The 2021 Citywealth Powerwomen Awards
The results were announced at Citywealth’s virtual gala ceremony, which took place on 3 March.
03/05/2021
UBS Lifts Ex-CEO Sergio Ermotti's Pay in Final Year
It is common knowledge that Switzerland pays better than wider Europe: Even after a big cut in 2019, Ermotti’s payday made him the top-earning CEO of a listed European bank.
03/05/2021
UBS: Search to Replace Axel Weber Underway
Weber's pay last year was virtually unchanged on the year at 5.2 million Swiss francs ($5.6 million).
03/05/2021
Wells Fargo to Merge Wealth Management Sales Regions
The shifts, which will occur over several months, follow a reorganization of Wells Fargo Advisors less than two years ago that eliminated eight regions and senior field positions.
03/05/2021
Market access and facilitating post-Brexit investment flows
Guernsey has often watched – with a calm detachment – the waxing and waning of the UK’s mercurial relationship with the European institutions over the past half a century.
03/05/2021
UBS increases bonuses
The firm has increased its employees’ bonuses by 24% to USD 3.3bn
03/05/2021
Credit Suisse terminates supply chain finance funds
Management fees for the funds are waived with immediate effect.
03/05/2021
‘Are robots taking over wealth management?’: Geneva WM
He looked at how HNW wealth managers and multi-asset fund managers can learn from robo advisors.
03/05/2021
RBC Global Asset Management Inc. announces February sales results for RBC Funds, PH&N Funds and BlueBay Funds
Mutual fund sales results information is based on preliminary data from the Investment Funds Institute of Canada (IFIC) and only include Canadian prospectus qualified mutual funds.
03/04/2021
Scotiabank announces sale of its operations in Guyana
This transaction supports Scotiabank’s strategic decision to focus on operations across its footprint
03/04/2021
Significant opportunities ahead for wealth advisers and their clients
A pre-existing trend greatly accelerated by the pandemic is sustainability.
03/04/2021
Rathbones: A resilient 2020 performance
Underlying profit before tax increased by 4.3% to £92.5 million, delivering an underlying operating margin of 25.3% that was consistent with the prior year despite lower investment markets.
03/04/2021
Nikko Asset Management: Future Quality Insights - March 2021
The winds of change: Strengthening our commitment to ESG
03/04/2021
Success For JTC At 2021 Citywealth IFC Awards
Announced at a virtual gala ceremony on 23rd February
03/04/2021
Image revamp: fixed income emerging markets are moving mainstream
The market has boomed. It’s grown exponentially, more than any other fixed income market, because it was underutilised.
03/04/2021
Schroders plc Full-year Results 2020
Assets under management as at Dec. 31 increased to GBP574.4 billion, a new high, and up from GBP500.2 billion a year earlier.
03/04/2021
Wealth Management: Winning transformation strategies for a decade of major change
Swiss Financial Services in 2030
03/04/2021
JP Morgan Reportedly Shutters its Wealth Management Business in Mexico
Wealthy individuals are increasingly feeling unease in Mexico, with AMLO launching a crackdown on tax evaders.
03/03/2021
Greek golden visa most popular among UK high net worths
As 79% say Brexit did not influence their decision to look at alternative residency