09/17/2020
Wealth managers go global and thematic as UK equity flounders
The inaugural Citywire Club Survey has revealed that multi-asset managers have little confidence in the UK’s economic recovery from the Covid-19 market crash.
Wealth and Asset Management
09/17/2020
UBS Inks Latin American Securities Tie-Up
The Swiss bank said it is positioned to become the top provider of investment banking services in Colombia with the agreement.
09/16/2020
Private bank looks to grow UK football manager client base
Sport has seen its fair share of problems when it comes to financial planning
09/16/2020
Wealth on the move as HNWIs seek alternative locations
But while you might expect high-net-worth individuals in developing nations to be interested in a major move, there has also been a significant rise in considerations from developed nations including Canada and the United States.
09/16/2020
Rothschild & Co Half year 2020 results
Robust results in the face of very challenging market conditions
09/16/2020
Cayman Islands: Private Wealth 2020
The Cayman Islands has a sophisticated judicial system presided over by a Chief Justice, and has a number of full and part-time judges and justices of the peace, some of whom serve as lay magistrates.
09/16/2020
Handelsbanken cuts jobs as almost half its branches to close
This will be achieved through the granting of an even greater degree of decision-making authority and increased accessibility to specialist expertise, although in fewer locations.
09/16/2020
Geneva WM CIO reveals his top emerging market picks
The Prime Partners CIO is positive about emerging markets, particularly Asia.
09/16/2020
IA launches fintech guide for 'laggard' asset management industry
Guidance for spotting potential tech partners
09/16/2020
What does the future of happiness look like?
We explore the pursuit of happiness and its likely path in the decade ahead.
09/15/2020
Wealth firms battle to get technology right
Consultancy Alpha FMC’s Wealth Management Digital Readiness Survey found just 23% of firms think their online services meet client expectations.
09/15/2020
UBS exploring merger with Credit Suisse, reports
The blog site added that Weber and Urs Rohner, Credit Suisse’s chairman, could agree on the details of a possible merger next year.
09/15/2020
JTC Reports Growth and Resilience in Interim Results
Additionally, there is a reported increase in earnings (adjusted underlying EBITDA) of 11.2% to £17.9m (up from £16.1m in the first half of 2019).
09/15/2020
WeekWatch by St. James’s Place
Vaccines matter to investors because the world’s economic recovery depends on how quickly a COVID-19 cure can be developed.
09/15/2020
Lombard International Assurance partners with Accenture
Lombard International Assurance is inviting wealth management professionals to contribute anonymously to this review.
09/15/2020
Shake-up at Luxembourg’s Qatar-owned Quintet bank
Private lender has implemented wide-ranging corporate restructuring
09/14/2020
SJP joins Invesco in the dog house with £6.9bn of underperforming funds
Bestinvest names and shames a record 150 funds in its latest Spot the Dog report
09/14/2020
Investec cuts 210 UK bank jobs
Investec is to make up to 210 UK staff redundant across its private, corporate and investment banking divisions as part of an ongoing restructure of the company.
09/14/2020
Key Private Bank Awarded Outstanding Achievement In Trusts
A panel of independent, industry-leading wealth management experts, including trusted advisors and consultants, served as judges for the awards.
09/14/2020
Switzerland’s Credit Suisse to Introduce App-only Banking Services to Compete with Fintech Challengers
Credit Suisse Plans New “CSX” Digital Banking Offering