05/14/2020
The current situation is proving an ideal time to re-evaluate legacy structures and, in line with this, we’re seeing a marked trend towards professionalisation of Asian family office functions.
05/14/2020
Bank branches: job miracles in the midst of the crisis?
05/14/2020
“This crisis will cause many banks and firms to struggle,” he begins.
05/14/2020
Over this period, growth rates of the global wealthy population and their combined net worth were similar for both very high net worth individuals
05/14/2020
The resilience of wealth management also serves to validate the strategic changes Switzerland’s biggest banks made over the past decade, placing greater emphasis on managing rich people’s money and less on wholesale trading.
05/14/2020
The bank also set up an impact advisory board and investment committee to strengthen its impact product range
05/14/2020
Impact investing is often described as having a ‘triple bottom line’
05/13/2020
Our Advisory mandates make up a constantly growing share of our business.
05/13/2020
Resilient set of results despite volatile market, with strong balance sheet and good cash generation.
05/13/2020
The current market environment is without doubt unsettling.
05/13/2020
Very strong start to 2020 impacted by COVID-19 in March
05/13/2020
Mr Green comments: “The world has changed forever in the last few months, the market has changed and client expectations have changed.
05/13/2020
Our partnership with Envestnet puts Canaccord Genuity at the forefront of wealth management in Canada
05/13/2020
The transaction is consistent with CBA’s strategy to focus on its core banking businesses and to create a simpler and better bank
05/13/2020
With smaller wealth management firms feeling the squeeze caused by the Covid-19 outbreak, a number of mergers and acquisitions are expected in the aftermath of the crisis.
05/13/2020
Simon Hele, Perks Private Wealth director, said joining forces with a link-minded organisation would ensure the firm was best positioned to lead through the disrupted Australian wealth advisory industry, particularly in the post COVID-19 landscape.
05/13/2020
Acquisition of Northview Asset Management creates shared resources and expertise to benefit entire network through new Sanctuary Advisor Solutions Group
05/13/2020
This includes $50 million in a Series F round led by IGM Financial in February 2019.
05/13/2020
As Hargreaves Lansdown is the largest do-it-yourself investment platform in the UK with more than 1.1m customers, inclusion on its Wealth 50 list offers asset managers significant distribution potential for their funds.
05/13/2020
Looking forward to the “next normal”, a digitally enabled front office experience becomes even more important for clients, employees and firms