10/22/2020
FundCount Wins Best Client Accounting for Third Year in a Row
Comprehensive view of wealth and nested entity control center deliver winning combination
Wealth and Asset Management
10/22/2020
The benefits of signposting and why SJP acquired Future Proof
‘Either write it or refer it. Do not ignore it’
10/22/2020
SEI Reports Third-Quarter 2020 Financial Results
Words can’t express our appreciation for their efforts, along with all of the healthcare and service providers who look after our health and well-being,” said Alfred P. West, Jr., SEI Chairman and CEO.
10/22/2020
Asset managers in $300bn drive to build private lending funds
Investors switch focus to credit funds as alternative to public markets flooded with stimulus money
10/21/2020
Swiss finance women who only celebrate abroad
Among them are well-known "stars" such as Leda Braga, the boss of the Geneva-based hedge fund Systematica Investments
10/21/2020
Struggling GAM reports more outflows
Firm fully adapted to a flexible and agile way of working for the long term
10/21/2020
UBS Americas Wealth Management Profits Jump
The unit, which focuses primarily on the U.S., reported record third-quarter profit before taxes of $371 million, up 12% from the year-earlier quarter.
10/21/2020
Pictet granted HongKong licence
After the granting of a banking licence to BPSA, the number of licensed banks in Hong Kong is 164.
10/21/2020
Hightower Invests in $800 Million Texas Wealth Manager
Hightower offers independent-minded advisory businesses a capital-rich partner and customizable suite of services
10/21/2020
Bantleon Bank founder sells 10% of Bellevue to billionaire
The buyer made his fortune through medical products.
10/21/2020
The new age of credit research
We are living in challenging times with COVID-19 impacting our social life as well as the financial world.
10/21/2020
Wealth Management in Malaysia – Looking towards a Dynamic Future
Digitalisation, increasingly savvy demand from customers and diversification in the revenue generation avenues available are the hallmarks of the wealth management model as key protagonists would like to see it develop in Malaysia.
10/21/2020
Bantleon Bank founder sells 10% of Bellevue to billionaire
The buyer made his fortune through medical products.
10/21/2020
Quilter platform inflows dip ahead of next migration date
The group has not yet seen a drop off in defined benefit to defined contribution transfers, which came in at £0.2bn, the same as the previous quarter.
10/21/2020
Edinburgh bank for well heeled riding out pandemic as deposits jump to £65m
Hampden & Co, the Edinburgh-based private bank, is to give its coffers a £3 million boost after reporting strong third-quarter results despite the impact of coronavirus.
10/20/2020
The ‘exciting and unusual’ caseload of a private wealth partner
Taylor Wessing’s Ronald Graham explains how the private wealth practice area is driving the COVID-19 recovery
10/20/2020
Swiss private bank sells off Bahamas wealth arm
As a ‘select number of key investment managers’ become minority shareholders at its Italian subsidiary
10/20/2020
UBS Says Wealth Management Net New Money $1.4 BLN in Q3
UBS has all the options open to write another successful chapter of its history under Ralph’s leadership.
10/20/2020
Why digital advisory may be future of wealth management
Digital services help cut operational costs by a significant margin, making wealth management solutions affordable and accessible
10/20/2020
Tatton AM sees assets near £8bn as it rebounds from Covid hit
Virus crisis wiped £900m from AUM during the worst of the sell-off