03/02/2021
J. Safra Sarasin Group announces another year of improved growth and performance in 2020
Strong balance sheet of CHF 38.0 billion with substantial liquid assets of CHF 8.7 billion at the end of 2020.
03/02/2021
WH Ireland head of wealth management on how ‘brutal’ restructure helped company finally turn a profit
03/02/2021
Ireland is already popular among U.S. fund managers, having cemented its status with the Irish Connective Asset Management Vehicle (ICAV), which complements U.S. tax planning.
03/02/2021
Growing Smart(ly) in a Way That Matters
03/02/2021
Growth in a challenging environment
03/02/2021
Over the past couple of years, fast-growing technology stocks have significantly outperformed the rest of the market.
03/02/2021
Some do look, but with only a cursory glance, and often only one way, and they therefore miss the bus that comes thundering in the opposite direction.
03/02/2021
Quilter launches redundancy support hub to help advisers with client conversations
The hub will feature resources for advisers to recommend and use with clients covering topics from navigating redundancy to how to create a growth mindset, and the importance of adaptability.
03/02/2021
Should you invest in the new kids on the block?
In a world where investors rely heavily on quantitative tools, having more funds with no discernible track record, at least for now, poses some major challenges to retail investors who want to determine whether a new fund will be a success.
03/02/2021
In this report we present the sector results with limited analysis because we feel it’s better left up to the reader to interpret the data for themselves,
03/02/2021
HGL will become a separate subsidiary of Hurst Point Group, who intend to support its core strategy of growth in the areas of investment management and specialist funds where it has historically had great success.
03/02/2021
The economic recovery that will gather strength over the course of 2021 shouldn't lead to a rapid pick-up inflation.
03/02/2021
Fortunately for equity markets, the news around vaccine roll outs and economic improvement will continue to help today.
03/02/2021
Investors need to buckle up every end of the month, it seems.
03/02/2021
At US$275bn, Toyota, the next-largest auto company, has forecast 2022 sales around four times those of Tesla, yet its market valuation is less than a third of Musk’s behemoth*.
03/01/2021
Edelweiss launches Dynamic Growth Equity Fund
Elevated volatility levels witnessed over the last one year can lead to an erosion of investor wealth.
03/01/2021
Coutts, the bank to rely on in a Covid crisis – if you're seriously wealthy
The Queen’s bank pulled out all the stops to rescue clients stranded abroad, while moving its elite services online
03/01/2021
Chinese Wealth Manager Hywin Seeks U.S. IPO
In the 12 months ended June 30 last year, the firm recorded revenue of $199 million.
03/01/2021
Jane Fraser Is Hitting Refresh at Citigroup
The new CEO takes over Monday with two major goals: simplify the bank and make regulators happy
03/01/2021
For nearly all the wealth managers interviewed in this third edition of Cyprus 4.0, building trust and a solid personal relationship with clients is simply essential to strategy.