02/12/2020
Active Wealth Management Firms Target Next-Gen Investors Using Old Tech
The report is aimed at firms that use advisors, but that doesn’t mean that the traditional advisor-led firms aren’t well aware of passive funds.
Wealth and Asset Management
02/12/2020
Fieldpoint Private Again a Winner at the Private Asset Management Awards
The award marks the firm’s third such win in the last five years.
02/12/2020
Vontobel reports strong growth in Asset Management in 2019
Vontobel wants to achieve further growth in Asset Management in 2020.
02/11/2020
Investment in human capital
Smart companies will realize that employee goodwill is the key to exciting work
02/11/2020
Rothschild fund management boss on the hunt for deals
‘We are constantly looking to do acquisitions,’ says CEO, picking Asia as an area of particular interest
02/11/2020
WeekWatch - St. James's Place
After the laughter, however, comes the hard work.
02/11/2020
BNY Mellon launches sustainable version of real return fund
The BNY Mellon Global Real Return fund is co-managed by Hitchins, Andrew Warwick and A-rated Aron Pataki.
02/11/2020
Private markets investment platform Moonfare reaches a quarter of a billion in AuM
Private equity has become an increasingly popular asset class for investors seeking returns in a long-term, low-interest rate environment, but it has traditionally been almost impossible for individuals to access.
02/11/2020
UBS Private Wealth Advisors Lance Cholet and Reed Fawley Earn Certified Exit Planning Advisor (CEPA) Designation
Both join prestigious, international community of business advisors that are members of the Exit Planning Institute
02/11/2020
Millennials started saving earlier than other generations, but they still have less wealth than their parents did at their age
Many of these millennials, according to the survey, have a good chunk of money tucked away.
02/10/2020
Rothschild receives award for best HNW Team
This award demonstrates that the panel of judges was also very impressed by Rothschild & Co's global network of more than 3,500 experts.”
02/10/2020
Wealth Management: Market Perspective – Unfinished business | Even lower for even longer?
The two-year-old global slowdown seemed to be bottoming out; the risk of a bigger downturn was muted by the US-China trade deal; and political uncertainty had fallen. Yet monetary policy still seemed pinned to generosity overdrive.
02/10/2020
Goldman Sachs' «Marcus» for Switzerland?
Market watchers have been eyeing whether Goldman will offer Marcus in Europe since a British launch 16 months ago.
02/10/2020
Chase de Vere called out for lavish adviser incentives
The Chase de Vere whistleblower told The Times the whole event centred around money
02/10/2020
Glasgow-based wealth manager taken over by Independent Wealth Planners UK
£100 million manager AGL Wealth becomes group's first presence in Scotland
02/10/2020
Channel Islands private wealth firms merge
We are now the seventh largest corporate, funds and trust player in the world by revenue and manage over 17,000 structures on behalf of more than 8,000
02/10/2020
Under the bonnet of an SJP acquisition
A document of intent from St James’s Place looking to buy an independent advice business unearths details of how the wealth management giant approaches deals
02/10/2020
Generali sets up innovation hub for private advisory
Banca Generali said that the new innovation centre could be described as an area for digital social working aimed at discussing issues related to fintech and investment.
02/10/2020
Mercer Advisors Recognized as the Best Private Wealth Manager for Client Service
Industry leading RIA firm wins the prestigious Private Asset Management (PAM) Award for the third year in a row
02/07/2020
Sionic shortlisted in prestigious awards
This shortlisting also comes at a very exciting time for our firm, as we are on a rapid and global growth trajectory.