01/22/2021
Convicted London Trader Forfeits $5.4 Million in Profits
The confiscation comes after the pair lost a bid to overturn their conviction last month.
Wealth and Asset Management
01/22/2021
Vontobel: General Counsel Passed Away
The Board of Directors, the Global Executive Board and all employees are deeply saddened by his death and extend their deepest sympathy to his family.
01/22/2021
”The finance industry needs to embrace the green revolution”
Environmental, social and governance (ESG) investing is becoming increasingly mainstream.
01/22/2021
The Indexing Dilemma
Let us start by taking a step back and remind ourselves the purpose of indices.
01/22/2021
Ten Trends That Will Impact Private Wealth And Family Offices In 2021
This strengthens their capacity to be resilient, minimize risk and leverage opportunity.
01/22/2021
Lombard Int'l Assurance expands wealth planning solutions to Greek tax residents
Lombard International Assurance's new offering, for affluent Greek tax residents, provides access to benefits including asset and investor protection, tax deferral, international portability and asset allocation.
01/22/2021
Sustainability and responsible investment drives growth in Thailand’s asset management sector
Leading Asian asset manager UOB Asset Management (Thailand) has enjoyed two years of robust growth thanks to its tailor-made investment solutions and products
01/21/2021
Labuan IBFC partners with RAM Ratings agency
Labuan Entity Corporate Assessment has enhance intra and inter-Labuan cross business as the Labuan IBFC jurisdiction grows from strength to strength.
01/21/2021
Fidelity says it is not out to eat advisers’ lunch with wealth management push
Latest venture would be an expansion of Fidelity Personal Investing service for D2C customers and would not compete with its adviser users
01/21/2021
Canaccord Genuity Group Inc. Access to Third Quarter Fiscal 2021 Results Information
Interested parties are invited to listen to Canaccord Genuity's third quarter results conference call via live webcast or a toll-free number.
01/21/2021
Mattioli Woods invests in firm behind SaaS wealth management platform
The investment sees the Company take an initial shareholding of 4%, through a subscription of new shares in Tiller, with the potential to increase this holding in the future.
01/21/2021
Morgan Stanley beats estimates on better-than-expected Wall Street and wealth management results
Revenue of $13.64 billion was more than $2 billion beyond the $11.54 billion estimate.
01/21/2021
Close Brothers assets rebound after virus turmoil
Total client assets increased to £15bn, up from £13.7bn five months prior, which Close Brothers primarily attributed to favourable market movements.
01/21/2021
A 'bit' risky
Bitcoins, money, and portfolio diversification
01/21/2021
Deutsche PB prepares for a ‘new reality’
Changing personal and business behaviour, structural shifts and rising inequality shape the bank’s investment strategy in 2021.
01/21/2021
Estate planning for celebrities and UHNWIs
It’s not disorganisation or a lack of desire that stops people planning their estate.
01/21/2021
IW Long Reads: Up In The Clouds? How Vertically Integrated Firms Are Shaping Up In 2021
Are wealth managers offering financial advice going to become the norm?
01/21/2021
UBP: Net New Money Doubled in Year of Corona
Compared to the previous year, net new money inflows doubled to 8.97 billion francs.
01/21/2021
Annual results 2020
These large inflows offset the negative exchange rate effects (CHF 7.3 billion) over the year.
01/21/2021
How overseas operations can help HNWs mitigate tax liabilities
Investors look to European countries for ‘a superior quality of life and a safe haven for assets’