03/11/2019
UBS Wealth says ESG portfolio at $400m in Asia
The firm believes that the sustainable investing portfolio has resonated well with female investors.
Wealth and Asset Management
03/11/2019
Women bankers criticise UBS over maternity leave cuts to bonuses
Swiss bank does not restore full bonuses after female staff return from having children
03/11/2019
Task WM CEO: how to pick the perfect place to set up shop
Despite his focus on finding the right location, Caiano also believes in the importance of diversification.
03/11/2019
The rise of donor-advised funds
Those who had made their money with sharp commercial acumen and financial discipline wished to practice philanthropy in the same way.
03/08/2019
Shifting the dial: Creating a more balanced workforce for Jersey
A number of the participants identified the need to provide confidence-boosting experiences to women working their way up to senior levels.
03/08/2019
Wealth giants back new female clients initiative
Gillan said the network has a number of initiatives in place to improve the client experience for women and promote financial education.
03/08/2019
Schroders to cut up to 100 jobs in Luxembourg
UK listed fund manager agrees social plan for affected employees
03/07/2019
Brown Shipley Wins People’s Choice Award
Winners of the People’s Choice Awards excel in areas like client-adviser matching, speedy on-boarding processes and communications, while delivering exceptional service standards throughout relationships.
03/07/2019
Swiss WM gets CISA authorisation by Finma
The company has appointed PWC as its auditor in order to guarantee full compliance with regulatory requirements.
03/07/2019
Schroders and Edentree haul HSBC over the coals
Investors press UK bank to drop financing for the fossil fuel
03/07/2019
RBC Wealth Management launchs digital storytelling initiative
Project is latest in a series of initiatives from RBC Wealth Management – U.S. that support diversity and inclusion in business
03/07/2019
Schroders profits fall 15% on outflows
We continued to invest for growth and saw good progress in a number of strategically important areas.
03/07/2019
WM adviser: why mergers may fail amid new regulations
Glasner also believes that the generational change may push some managers to retire ahead of schedule or change their role.
03/07/2019
Women in WM: ‘Many women shy away,’ says family office head
In this profile, Sibylle Peter, founder of Zurich-based family office YSMA, explains why women should pursue their goals without taking no for an answer.
03/07/2019
China Produces Four New Billionaires Every Week
Chinese stock exchanges were another – 601 Chinese billionaires attributed their wealth in 2018 to the capital markets
03/07/2019
Schroders CEO vows performance will recover
Fund manager also names Leonie Schroder, daughter of late Bruno Schroder, to its board as expected
03/07/2019
Newly-installed AMP wealth boss moves to clear management decks
Now he's put all his most senior executives, of which there are up to 10, on notice that they are under review and could lose their positions in the company's most important division.
03/07/2019
SEI expands relationship with BMO Financial Group
SEI’s new strategic partnership with BMO Private Bank Asia builds upon an existing 21-year asset management relationship with Bank of Montreal Nesbitt Burns (BMO NB) in Canada.
03/07/2019
YBR reports loss, reassesses wealth management
Commenting on the situation, YBR executive chairman, Mark Bouris said the first half of the financial year had been challenging for the sector and the company had taken decisive action.
03/07/2019
Schroders Needs Its Lloyds Wealth Venture Bet to Pay Off
Trying to lure more wealthy clients isn’t a novel approach, but it’s increasingly necessary.