07/17/2020
EFG considers leaving Guernsey
The bank has seen a significant turnover in staff
Wealth and Asset Management
07/17/2020
Union Bancaire Privee announces a net profit of CHF 107.6 million for the first half of 2020
Revenues rose 4.5% to CHF 557.0 million in the first half of 2020
07/17/2020
Merrill Lynch Revenue Slips 10%, Asset and Account Growth Slows
Merrill’s more than 14,000 brokers opened 6,000 net new client accounts in the quarter, down from 7,500 in this year’s first quarter and the high-water mark of 10,200 new accounts in last year’s second quarter.
07/17/2020
Five ZEDRA offices are recognised in the Chambers and Partners High Net Worth Rankings
The guide also ranks law firms and lawyers specialising in international private wealth matters.
07/16/2020
Aequitas Wealth acquired by Miracle Mile Advisors
This partnership expands our market and brings a committed team of experienced professionals who are aligned with and support our strategic growth objectives
07/16/2020
Investors pull £800m from Brooks Macdonald
Brooks saw positive flows of £1m into its discretionary arm in Q2, while investors pulled cash from its funds.
07/16/2020
Is India the new China?
In the latest edition of Shifting Asia, we explore India's future, the economy and its challenges. Dive deeper into the report to discover the most relevant takeaways for investors.
07/16/2020
UBP launches a new corporate governance-focused strategy
The new strategy will therefore focus on Japan’s 500 largest stocks, taking long positions on 25-35 well governed companies and short positions on 50-70 poorly governed companies.
07/16/2020
Northern Trust Asset Management Offers Pioneering ESG Fixed Income Strategies
These strategies are designed to provide investors their desired yield exposure while improving their ESG score within a risk-controlled framework.
07/16/2020
Affluent and HNW Investor in the UAE Are Keen on Green and Sustainable Investments Amidst COVID-19
This interest was matched by 39 per cent of UAE investors expressing an interest in allocating 15 to 25 per cent of their funds to sustainable investments within the next three years.
07/16/2020
Horizon 2020: long-term investing in a world marked by pandemic
The 2020 edition of Horizon assesses the pandemic’s impact on Pictet Wealth Management’s 10-year economic forecasts and return expectations across asset classes.
07/15/2020
Handelsbanken’s Interim Report January – June 2020
In Q2 2019, a restructuring reserve of SEK 30m was recognised. In Q2 2019, the Bank received a dividend of SEK 55m from VISA Sweden.
07/15/2020
Island’s EFG bank presence is 'under review'
Despite the recent market turmoil, we had a solid business performance in the first quarter.
07/15/2020
Zoe Financial: Transforming the Process of Finding the Right Wealth Manager
Wealth managers also execute advanced financial planning, which is defined by Zoe Financial as "planning that involves more complex, intricate financial elements such as trust planning, business succession, legacy planning, and philanthropy."
07/15/2020
Bernstein Private Wealth Joins NFLPA Advisor Network
Bernstein will be among a select few advisory firms registered by the NFLPA to work with its network of nearly 5,000 athletes.
07/15/2020
Partners Group reports total AuM of USD 96.3 billion as of 30 June 2020
The breakdown of total AuM as of 30 June 2020 is as follows: USD 45 billion private equity (47%), USD 22 billion private debt (23%), USD 15 billion private real estate (16%), and USD 14 billion private infrastructure (14%).
07/15/2020
Quilter Cheviot’s financial strength acknowledged by AKG
Quilter Cheviot has received a ‘B+’ AKG financial strength rating
07/15/2020
Quilter Foundation donates £50,000 to newly launched DEC Coronavirus appeal
The appeal will seek to deliver urgent support to vulnerable and displaced people in areas where basic healthcare provision and issues of sanitation and nutrition have been exacerbated by the Covid-19 crisis.
07/15/2020
Swisspartners exits single markets in Africa, South America and Turkey
While the company is hiring in Geneva and Zurich, some of the services it provides in these two cities may no longer be needed.
07/15/2020
Pershing: The 4 biggest trends in LatAm wealth management
Pershing’s John Ward outlines the key changes the region’s wealth players are making to their business as they adapt to a changing industry.