12/23/2020
Goldman Sachs Testing Wealth Management App For The Masses
The digital service is the elite bank’s latest push into the broader consumer market.
Wealth and Asset Management
12/23/2020
Head 2 Head: Should mortgage brokers diversify into areas such as wealth management?
While qualifying to be a wealth manager is not a walk in the park as it is the equivalent of the first year at degree level, the rewards for both brokers and their clients are worth it.
12/23/2020
CI Global Asset Management Announces December 2020 Distributions for CI ETFs
The record date for the 2020 annual reinvested distributions is December 31, 2020, payable January 8, 2021.
12/23/2020
Mediobanca Seeks Wealth Deals as Italian Consolidation Gains
CEO plans expansion in lucrative niches of banking business
12/23/2020
Fairstone snaps up Bath & Bristol adviser
The deal brings with it eight advisers and secures a gross fee income of £1.25m for Fairstone.
12/23/2020
What are offset mortgages?
There’s a mortgage you may not have heard about that could offer you significant financial benefits
12/23/2020
Profile- Mark Zuckerberg: His business story started from creating computer games at his school years
This is how Facebook came about and all the success story about it.
12/23/2020
WH Ireland seals £7.8m boutique buy
This transaction strengthens the Company’s senior leadership team
12/23/2020
U.S. Finds Credit Suisse Lacking in Crime-Fighting
The bank is due to report back to the Fed on improvements it is planning to its organization.
12/23/2020
Round Hill Music Raises Another $46M Making It The Largest New IPO By An Investment Trust In 2020
This makes Round Hill the largest new IPO by an investment trust this year.
12/23/2020
WMs reveal how they deal with clients' different risk approaches
Understanding what level of risk clients are willing and able to tolerate is key when building portfolios.
12/23/2020
Cantonal bank to make CHF 300m in loans available to SMEs
The bank said that the high number of cases and lockdown measures come at the worst time for many SMEs.
12/23/2020
Hong Kong online banks to spread wings, offering business loans and wealth management
The new banks are betting they can win over customers with more attractive interest rates on savings and loans
12/23/2020
UK wealth firm sees opportunity in ‘declining’ Qrops market
A lot of advisers in the sector are ‘screaming out for new products’, says CEO
12/22/2020
RBC Wealth Management Grows Alts Offering
RBC Wealth Management, which has C$1.1 trillion of assets under administration and C$836 billion of assets under management, has made Asia’s global families a focus of its growth efforts in the region.
12/22/2020
Credit Suisse: CEO Thomas Gottstein on Bonus Payments
In the first half of the year, CS admitted to the fact that Hong Kong client Lu Zhengyao was a fraudster, which may cost the bank some $100 million.
12/22/2020
UBS Private Wealth Management Hires USD 1.7bn Philadelphia-Based Financial Advisor Team
Scott has decades of experience in the financial services industry and spent the past 20 years at Goldman Sachs
12/22/2020
The global economy’s recovery should continue, above consensus by John Vail, Chief Global Strategist, Nikko AM
Investment Insights by our experts and thought leaders
12/22/2020
Eaton Vance Floating-Rate Income Plus Fund Announces Board Approval of New Investment Advisory Agreement
Eaton Vance provides advanced investment strategies and wealth management solutions to forward-thinking investors around the world.
12/22/2020
David Chin: UBS May Increase Stake in China Joint Venture
The business of the internet giants contains an element of risk that may become relevant for the system if the regulator doesn't provide clear guidelines.