10/15/2020
Big banks' wealth exit may be short-lived
The big four banks have been tipped to re-enter wealth management after 10 years.
Wealth and Asset Management
10/15/2020
Wealth management firm agrees partnership deal with Liontrust
Clients will gain access to fund manager’s global equities, fixed income and multi-asset specialists
10/15/2020
Managing Wealth Like A Rockefeller
Among the first wave of hires was Chris Randazzo, managing director, head of wealth management and head of technology and operations.
10/15/2020
Julius Baer private client boss says ‘UK jobs are safe’
Julius Baer’s UK private client head Alan Hooks has sought to reassure colleagues that the Swiss bank plans to maintain UK headcount for the foreseeable future as it cuts costs.
10/15/2020
Embracing the responsibilities of family wealth
The best way of authentically embracing the responsibility that wealth brings is to ensure that purpose informs everything a family does.
10/15/2020
Lombard Odier wins European, UK and investment thought-leadership awards
This includes a large in-house investment intelligence team, with specialists across all major asset classes, as well as in private equity, hedge funds, and third party fund selection.
10/15/2020
New wealth management firm pioneers the use of AI
With in-person advice being affected due to the Covid-19 pandemic, the need for digital interaction is soaring and there is still an advice gap within the UK.
10/15/2020
Schroders sees asset growth slow in third quarter
Assets under management ended last month at £536.3bn, up 2% over the quarter
10/14/2020
Locational quality 2020: Zug just ahead of Basel-Stadt; Geneva closing in on Zurich
Credit Suisse publishes its annual study on the locational quality of Swiss cantons and regions
10/14/2020
Luminary and UBS Wealth Management USA Announce the Launch of the UBS x Luminary Fellowship Program
Program aims to support companies founded by women of color who have been adversely affected by the COVID-19 pandemic
10/14/2020
Allfunds advances the launch of new blockchain solutions for the financial industry
Allfunds Blockchain will begin deploying solutions in the financial industry, while working with Iberpay on its test concept for the Smart Payments initiative.
10/14/2020
Winners Of WealthBriefing European Awards 2020
This news service announces the winners of this year's European industry awards from WealthBriefing.
10/14/2020
Sionic Wins Best Management Consultancy in the WealthBriefing European Awards 2020
As experts in our field, we believe we have a responsibility to work closely with our clients, peers and industry bodies internationally to contribute to the wider development of our industry as a whole.
10/14/2020
Goldman Sachs' Digital Bank to Get a Know-How Injection
Talwar now aims to rebuild the digital bank into a financial platform, with the focus put on additional banking services and digital investment opportunities.
10/14/2020
Baar boutique’s founders poach team from their old firm
The boutique focuses on real estate investments in the DACH region.
10/14/2020
Bank of America shares dip as the lender, pressured by low rates, misses on third-quarter revenue
That squeezes the spread that banks earn by taking in deposits and making loans.
10/14/2020
Wealth management firms must walk the walk, says investor advocate
Response to IIROC consultation calls for industry to go beyond stock selection and traditional risk profiling, among others
10/14/2020
Bank Without a Boss
The Swiss banking regulator Finma has given its assent to the new form of organization.
10/14/2020
The Asset Awards: Covid-19 shows who’s the best in structured products
The Asset announces the winners of the Triple A Best Bank for Investment Solutions Awards 2020
10/13/2020
Peter Devitt finds buyer for $21m Melbourne high-tech penthouse
The cheapest residence – a 200-square-metre apartment on level one – is $3.2 million.