09/02/2020
IQ-EQ makes the grade with STEP
The awards, which this year attracted a record number of entries
Wealth and Asset Management
09/02/2020
Merrill adds models from eight new asset managers
The eight new asset managers join BlackRock, JP Morgan Asset Management, Franklin Templeton, and Natixis Investment Managers, which launched a combined 40 model portfolios on the Merrill Lynch investment advisory program in October 2019.
09/01/2020
Credit Suisse Plans to Double China Headcount in Five Years
Asia’s largest economy has the most millionaires after the U.S. and its financial opening this year has presented global banks and asset managers with an unmatched opportunity for expansion.
09/01/2020
JPMorgan Signs Private-Banking Agreement With Bradesco
Deal lets the biggest U.S. bank refer wealth clients in Brazil
09/01/2020
Hong Kong’s Asset and Wealth Management business reports strong growth in 2019, says SFC
Net fund inflows of HKD1,668 billion (USD214 billion) were recorded for the asset and wealth management business during 2019.
09/01/2020
Mirabaud Profit Slips Amid Deep Cost Cuts
The Group’s profit for the first half of the year reached CHF 20.4 million.
09/01/2020
Werner Schlossmacher: «Increased Agility Will Remain Post-Crisis»
But as a private banker from the pre-digital era, it may sound like the machines are swallowing daily tasks and threatening to take your job.
09/01/2020
Tilney and Smith & Williamson complete merger
The newly-constituted Board of Tilney Smith & Williamson comprises eleven Directors drawn from both the two previous boards and representatives of the group’s major shareholders.
09/01/2020
Seasons of Advice Wealth Management to Join Focus as a New Partner Firm
Seasons of Advice was founded by Charles Hamowy, Christopher Conigliaro and Matthew Woolf in 2017.
09/01/2020
Pictet Profit Holds Steady
Pictet remains geared for expansion and continues to invest in new staff and technology.
09/01/2020
Newcastle-owned London lending trust increases income by £290k
The portfolio has evolved and strengthened as early projects have been replaced with new opportunities.
09/01/2020
UBS Financial Advisor Teresa Jacobsen Named to the Forbes List of America’s Top Wealth Advisors
Recognition of an exceptional career in Financial Services
09/01/2020
Accuro Trust (Jersey) shortlisted at the Wealthbriefing European Awards
This gave us a confident start to the year and is evidence of our re-investment of capital into the business, not cash extraction.
08/31/2020
IOOF buys MLC Wealth for $1.4bn
This is a once in a generation opportunity to create the leading wealth manager of the future.
08/31/2020
Big banks' costly 20-year foray into wealth management is almost over
And thus was born the new era of bancassurance – the term that was applied to what would become one of greatest (but legal) shareholder capital heists in corporate history.
08/31/2020
SCB-Julius Baer eyes larger assets under management
SCB-Julius Baer Securities aims for assets under management (AUM) of 18-20 billion baht this year from the wealthy investor segment, with a plan to increase total AUM to 1 trillion baht by 2024. SCB-Julius Baer Securities, a joint venture in strategic we
08/31/2020
Money Martha: UBS Boss Ralph Hamers’ Sharpest Weapon
Her role is a microcosm of what awaits Ralph Hamers when he begins at UBS on Tuesday before taking over from CEO Sergio Ermotti in November.
08/30/2020
The coronavirus pandemic will permanently change how advisors want to meet with asset manager salespeople
SS&C Advisor Insights survey, conducted in association with Horsesmouth, expressed that fundamental changes are happening and will continue once they reopen their offices to asset managers.
08/28/2020
CIBC Wealth Management takes a hit in Q3 2020
Reported net income for CIBC as a whole was $1,172m in Q3 2020
08/28/2020
Equilibrium unveils new brand identity and website following name change
The brand refresh comes following a period of exponential growth for the company, which has seen it win awards including The Sunday Times’ Best Small Companies to Work For.