12/10/2019
Globally, Wealth Managers want complete digitisation, but buying more technology tools isn’t the solution
Rapidly increasing levels of digitisation are spanning vast swathes of the market – including wealth management.
Wealth and Asset Management
12/10/2019
Two IQ-EQ senior leaders named among eprivateclient ‘50 Most Influential’ for fourth year each
This is the fourth time both Mark and Kevin have made the list.
12/10/2019
Combining business with humanity: Rothschild
Combining business with humanity, without neglecting either, is a core value of the Rothschild family and is illustrated in the numerous social housing projects which the family sponsored in London and Paris during the 20th century.
12/10/2019
Invesco founder and former CEO Charles W. Brady dies at 84
Charles Brady was chairman emeritus of the current Invesco corporation since May 2006.
12/10/2019
Merian hit by £670m outflows a month ahead of restructure
The firm, formerly known as Old Mutual Global Investors, was acquired by the management team in 2017 and renamed at that point.
12/10/2019
Last of China's top 6 Opens Wealth Management Unit
Digitization has brought a whole new experience to customers and changed their habits
12/10/2019
Deutsche Bank says hitting profitability target has become more ambitious
Deutsche Bank reaffirms its target of an 8% post-tax return on tangible equity
12/10/2019
Global asset allocation team arrives at Merian Global Investors
The business is targeting the launch of a long/short version of the fund in Q1 2020, subject to regulatory approval.
12/10/2019
UBS tweaks advisors' net new business award for 2020
The award adjustments aside, the core of the comp plan will remain unchanged, but the wirehouse said it will "increase grid band thresholds to align with today's broader business environment," the memo says.
12/10/2019
Top Investment Bank Slashes 1,500 Jobs
The decision to scale back was made when the bank saw its stock price surge 25% higher this year and reported strong earnings and corporate growth.
12/09/2019
Catherine Taylor Named in Citywealth’s International Powerwomen Top 100 list
Catherine has over 20 years experience in the finance industry, qualifying as a Chartered Accountant with Deloitte in 2000.
12/09/2019
Vontobel set to become a client-centric investment manager
Vontobel is taking these steps in anticipation of the growing demand for professional investment solutions and for individually tailored expert investment advice across all client groups.
12/09/2019
Vontobel sells its capital markets division to ZKB
Struder will serve on the supervisory board of Bank Vontobel Europe
12/09/2019
Goldman Sachs to offer wealth management from $5,000
Duran said the service will allow Goldman Sachs to create solutions for clients with as little as "$5,000, $10,000 or $15,000" to invest.
12/06/2019
The APAC Balancing Act
For many businesses, staying true to the principles, strategies and decision making that fuelled early growth seems a sensible route to success.
12/06/2019
UBS Weighs Fund Platform Sale in Asset Management Revamp
The Swiss bank has been exploring options for its asset management business over the past year including a merger with Deutsche Bank AG’s DWS.
12/06/2019
Citi Private Bank Issues Outlook 2020: Global Growth Can Endure Over the Coming Year
Citi Private Bank releases its investment themes for 2020
12/06/2019
Why you don’t always get what you pay for with wealth managers
Cheap index trackers are increasingly part of portfolios
12/06/2019
Sanlam partners with the Crafts Council in 2020 to support the Collect Art Fair
The Crafts Council is the country's foremost authority on contemporary craft in all its forms.
12/06/2019
Oak’s managing directors recognised in International Powerwomen Top 100
The ranking recognises women who are power players within the international wealth management community