12/10/2020
Why Wealth Advisers Urge Active Planning for Philanthropy
With a well-thought-out plan, philanthropic capital can achieve double and triple goals at once.
12/10/2020
Schroders Personal Wealth to cut roles in business restructure
Workforce reduction is ‘next phase of journey’ as it gains operational independence from Lloyds
12/10/2020
Quilter Is Reviewing Possible Sale of International Operations
Quilter as a whole had about 109.5 billion pounds under management at the end of the period.
12/10/2020
This innovative investment concept was designed to reduce net-out-of-pocket cash investments whilst magnifying returns.
12/10/2020
Family-run practice seeks top-tier technology upgrade
12/09/2020
Investec Corporate and Institutional Banking recently piloted a self-service onboarding process for clients.
12/09/2020
Citi's Jane Fraser: «Singapore Is Our New Wealth Hub»
The decision was not difficult to make given the hub’s current profile
12/09/2020
Deal set to close before 2021 bolsters present and future growth strategy in San Francisco with addition of highly experienced advisory team
12/09/2020
The PAM Awards are awarded annually by Private Asset Management, a business-to-business publication exclusively covering the wealth management and family office industry.
12/09/2020
UBS Asset Management is expanding in the Ticino real estate market
UBS Asset Management has taken over the management of the only listed real estate fund on the market with a focus on southern Switzerland.
12/09/2020
Global Investment Outlook 2021: the year when the COVID crisis ends
For sure, before vaccines are fully deployed, the pandemic will remain a challenge to the outlook.
12/09/2020
How responsible investing could create a better world
Achieving your financial goals doesn’t need to be at the expense of the planet. Responsible investing is becoming a crucial part of shaping a sustainable future
12/09/2020
The continued increase in house prices is likely to be unsustainable and if the stamp duty holiday is dropped in March and significant economic headwinds as a result of the pandemic start to bite, we may see a very different picture with borrowing and len
12/09/2020
A global reflation/risk-on trade and MSCI rebalancing led record quantum of foreign inflows into Indian equities.
12/09/2020
Fragile leadership is another non-financial risk on peoples’ minds. Since our last Four Pillars report, ‘lack of future family leadership and direction’ has jumped from fourth to the second perceived risk to long-term family wealth.
12/09/2020
Clients are taking the view that investing can provide another way to bring about broader, positive change in line with their values and hopes for the future.
12/09/2020
The acquisition also serves to complement the Group’s recent agreement to come together with Luxembourg-based MDO, demonstrating its commitment to the region.
12/09/2020
Like all investments, the value of an investment trust can go down as well as up and you may not get back what you invested.
12/09/2020
Residentia was founded in 2009, and its portfolio primarily consists of residential properties in the canton of Ticino and has assets totalling CHF 275m.
12/08/2020
Transformation in Wealth: Why Digitalisation and Purpose need Each Other
These changes are driving established providers and new entrants to double down on digital transformation.