11/29/2019
While the upper ranks of the rich often require bespoke services -- for instance because they own companies or work with their own family offices -- the less wealthy typically demand less complex products.
11/29/2019
Wealth management promises a steadier flow of revenues than the trading-focused investment bank and provides a steady source of funding.
11/29/2019
An official assessment of the UK’s balance sheet – summing up the value of land and housing alongside financial assets such as loans, shares and pensions
11/29/2019
Celebrating the achievements of women in in the industry
11/29/2019
In a circular to shareholders ahead of its demerger, Investec highlighted the UK financial planning market as an area that can power future profits.
11/29/2019
Any discussion of the state of the industry must begin with an acknowledgement of the macroeconomic environment
11/29/2019
The move highlights that wealth managers are providing increasing importance on the less affluent customers.
11/29/2019
Private banks bend over backwards to service their billionaire clients, but are they a profitable segment?
11/28/2019
EFG to sell its Palazzo Botta office building in Lugano to the Canton of Ticino
EFG will remain at the Palazzo Botta building for a further three years.
11/28/2019
Growing specialist proposition
11/28/2019
Premier Asset Management recorded net outflows of £233 million over a ‘difficult’ 12 months which also profit fall by 16% ahead of its merger with Miton Asset Management.
11/28/2019
The millennial generation is coming of age
11/28/2019
With Unfolding the Key to Success, we aim to shine a light on the myriad factors influencing entrepreneurs at different stages of their journeys.
11/28/2019
Having explored the secrets of the nervous system, we also examine the puzzles of the immune system.
11/27/2019
Asset and Wealth Management Embraces Fintech Says Deltec Bank
It began with the rise of the bot advisor.
11/27/2019
Richest of Rich Are No Longer Holy Grail for Credit Suisse
A spokeswoman for the bank, who originally declined to comment, said that Credit Suisse focuses primarily on client needs rather than the size of assets when determining which unit they are served by.
11/27/2019
Upside for Credit Suisse as Europe reaches turning point
The Swiss global bank is well positioned to ride any recovery, as highlighted by reassuring third-quarter results in October.
11/27/2019
Fairstone buys West Lancashire adviser
Instead, Fairstone takes a stake in an advice firm before integrating it and then purchasing it.
11/27/2019
Scotiabank’s Wealth Drive Pays Off With Boost to Earnings
The country’s Big Six lenders are expected to post adjusted earnings growth of 4% for the period, the median of estimates compiled by Bloomberg Intelligence.
11/27/2019
How to enhance M&A deal value in the wealth and asset management sector
The wealth and asset management sector is undergoing unprecedented levels of change driven by evolving demographics and customer expectations, ongoing technological disruption and globalization.