12/28/2020
Forbes Wealth Management Awards 2020: Goldman Sachs Invades Main Street
Kitces is a well-known commentator on wealth management and publishes the Kitces Report and industry blog Nerd’s Eye View.
Wealth and Asset Management
12/28/2020
Diversity In Wealth Management Still ‘Awful,’ Advisors Say
While his experience has changed, he says it is likely new or younger advisors who look like him who still have to deal with these same issues, something he recognizes he rarely has to put up with anymore.
12/28/2020
Taking stock of a remarkable year in asset and wealth management
Analysts and executives expect the wave of consolidation to carry into next year as sheer scale has become a necessity for fee-pressured investment managers looking for an edge.
12/28/2020
Forbes Wealth Management Awards 2020: Goldman Sachs Invades Main Street
The big investment advisors are not yet worried about losing their high-net-worth clients to Robinhood.
12/28/2020
Money moves the ultra-rich are planning in 2021, and what we all can learn from them
CNBC Select spoke to TIGER 21 chairman Michael Sonnenfeldt about how members of his elite investor community are preparing their finances for the year ahead.
12/27/2020
Cantor Fitzgerald cheers 39% growth in revenues after Merrion Capital takeover
The group reported revenues of €34m, up from €25m in 2018.
12/24/2020
Swiss digital asset bank Seba completes capital raise
SEBA Bank will tokenise its shares of the Series B fundraising soon after the blockchain law will come into force in Switzerland.
12/24/2020
Investors prefer Canadian banks to put record excess capital into M&A over share buybacks
But investors are not enthused about the EPS growth expected to result from a resumption of buybacks, which some investors see as artificial because it results from a smaller share base, not organic growth.
12/24/2020
Let’s Talk More Episode 2– Matthew Lowe, Wealth Management Consultant
Their Leicester office, as many locals will have seen, sits comfortably in place of the old Leicester city council building just off of New Walk.
12/24/2020
Philanthropists Push for Charitable Giving Reforms
The government shouldn’t be subsidizing putting money aside where it might or might not be spent for the benefit of society
12/24/2020
Credit Suisse seeks 'clean slate' after damaging year
Switzerland's second-largest bank said in a statement that it rejected the allegations against it, adding that it is convinced its former employee is innocent.
12/24/2020
How to invest in Chinese onshore fixed income private funds
Revised QFII-RQFII scheme enables Barings to launch private fund investing in public debt in onshore market, providing a template for other investors and asset managers
12/24/2020
Kristal.AI's Swapnil Mishra: «Private Banks Lack a Cost-Effective Model»
The digital wealth platform caters to the affluent or emerging high net worth segment, which has between $50,000 and $5 million to invest, and aims to bring personalized investment advice to them at a mass scale using artificial intelligence.
12/24/2020
UK wealth firm sees opportunity in ‘declining’ Qrops market
A lot of advisers in the sector are ‘screaming out for new products’, says CEO
12/23/2020
With New Expansion of Client Base, Weber Global Management Shines as Gold Standard in UHNW Investing, Leading Clients on Road to Prosperity
The key to Weber Global's success is in its forward-thinking approach of diversification in UHNW wealth management
12/23/2020
Seismic and StepStone Group Named Winners in the 2020 Gramercy Institute Asset Management Marketing Awards
Award recognizes StepStone’s expanded adoption of Seismic as its comprehensive content hub
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.
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