11/12/2020
Cidel wins “Digital lnnovator of the Year” Award
It is this commitment to innovation and excellence that has allowed the bank to become a key player in the UHNW space, and consequently to win such a coveted award.
11/12/2020
Why are wealth managers looking to the Channel Islands in these tumultuous times?
The country has established a reputation as a leading investment and wealth management hub, backed by a transparent judicial system and stable political system.
11/12/2020
Alongside a directory of 676 solution providers, the report features 20 informative articles and interviews and more than 30 featured solution provider profiles.
11/12/2020
Both funds are managed by veteran European equities investor Matthias Born, who has grown assets under management (AUM) in these strategies to over EUR538 million (GBP461 million) and EUR111 million (GBP103 million) respectively.
11/12/2020
Aqua WM runs $1 billion in assets for clients in Brazil, Argentina, Uruguay and Paraguay.
11/11/2020
As a result, 32 members of Westpac NZ’s wealth advisory and operations team will join Forsyth Barr.
11/11/2020
Changes to EFG’s Executive Committee
As part of the long-term succession planning, John S. Latsis will take over the role as principal representative of the majority shareholder.
11/11/2020
Consolidation is needed and will happen," he told a Bloomberg financial conference.
11/11/2020
Swiss private bank opens German branch to boost AM presence
Up until now, the firm had been serving German clients from Zurich, but having a local office will help boost the institutional client business, according to a statement released by UBP.
11/11/2020
In the most recent deals, buyers are showing never-before-seen levels of deference to targets.
11/11/2020
This is leading to a widening gap between the digital ‘haves’ and ‘have nots’ – a gap that has been exposed by the pressures of Covid-19.
11/10/2020
Surge in high net worth Gulf nationals in the UK
Population hit a five-year high with a 28% rise since 2014
11/10/2020
Digital wealth manager Nutmeg customers surge past 100,000
This year Nutmeg upped its digital footprint becoming the first wealth manager to offer customers the ability to top up their investments using Google and Apple Pay.
11/10/2020
Citi Says Return to Certainty Spells Time to Put Cash to Work
The Citi strategists said investors should consider investing in “leave home” trades in the U.S.
11/10/2020
It would have needed fresh money from an outside investor for an exemption - but a new shareholder from China proposed by management was not acceptable to the supervisory authorities.
11/10/2020
US GDP surged 7.4% q/q, exceeding analysts’ estimates and driven by robust consumer spending and residential investment.
11/10/2020
An industry report finds that wealth managers in Hong Kong are placing their faith in mainland China and the Greater Bay Area (GBA) for asset growth.
11/10/2020
We also assess the recent surge by the Mothers Index and key points to watch going forward.
11/10/2020
For many, the pandemic has served as a wake-up call about the kind of world we want to live in – and pass on to our children.
11/10/2020
It's too early to understand the full impact of the update, but so far it has been positive for global stocks.