05/17/2020
Brown and Maguire are both oriented to wealth management, although some of the FAs on their team tend to be somewhat more transactional in their investment recommendations.
05/17/2020
After three months of flat or negative returns, markets bounced back in April as investors came to grips with the new normal.
05/17/2020
Britain’s largest wealth manager attempts to stave off competition from cheaper rivals
05/15/2020
The platform will also allow customers to take out loans and benefit from the Bank’s advisory and wealth management services.
05/15/2020
Specifically, both major Swiss banks are required to demonstrate the accuracy of their VAR measures through daily back-testing measures.
05/15/2020
The target of €200bn in sustainable financing and ESG investments is ambitious compared to our peers.
05/15/2020
A Goldman Sachs spokesman confirmed plans for the acquisition and the contents of the letter but declined to comment further.
05/15/2020
Streamlining of services and a transition to digital could cause some roles in the wealth industry to be under threat.
05/15/2020
The axiom that a family fortune doesn’t last beyond the third generation doesn’t always prove true
05/15/2020
While banks that are more focused on commercial lending set aside billions in provisions, the big wealth managers have found that banking for billionaires has swelled their own coffers with outsized transaction fees even as the global economy takes a batt
05/15/2020
A category of AsianInvestor’s Asset Management Awards 2020
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.