03/27/2020
Citi: Capital Controls Coming Soon for Emerging Markets
The only way to resolve this contradiction, in principle, is to close the capital account, said David Lubin, the bank’s London-based head of emerging market economics.
Wealth and Asset Management
03/27/2020
‘The world is learning to work flexibly,’ says BMO fund CEO
Kristi Mitchem, head of the asset management division, on home working and staying positive
03/27/2020
SJP advises clients to remain invested
It doesn’t pay in the long-term to try to time market entry and exit points, according to St James’s Place’s Singapore investment head.
03/27/2020
A new way of working - protecting wealth and protecting health - the Sanlam way by Penny Lovell
As many of you will know, the Coronavirus pandemic has caused significant damage to economies, businesses and stock markets worldwide.
03/26/2020
Noah WM reports slight profit in 2019
A tough Q4 has impacted the NYSE-listed Chinese wealth management firm.
03/26/2020
The Art Market Adjusts: Banks loan considerations in times of market dips
For new loans right now, we are also considering lending at 40% Loan-to-Value, rather than our usual 50% LTV.
03/26/2020
Tilney and Smith & Williamson merger on brink after coronavirus crash
A source with knowledge of the deal said Tilney’s valuation had been hit hard by the fall in the dollar value of its assets under management, making a deal between the two hard to conclude.
03/26/2020
Arbuthnot private bank profits tumble on major fee shake-up
Continued diversification, whilst maintaining a strong capital position and financial discipline in these uncertain times.
03/26/2020
Merrill Lynch Cuts Advisor Teams a Break Amid Pandemic
The extension aims to “help our advisors focus on the needs of their clients during these unprecedented times,” the company said.
03/26/2020
Consider risk appetite before investment decision – Wealth manager at StanChart
The banker explained that this was why at Standard Chartered before a client signs up for any investment package, it is mandatory to first check the customer’s risk appetite.
03/25/2020
Quilter Foundation donates £100,000 to the National Emergencies Trust (NET) COVID-19 appeal
Quilter is making the donation from its Foundation to the NET COVID-19 appeal.
03/25/2020
Bank of Singapore Urging Leveraged Clients to Sell in Rally
Some clients have to liquidate assets at distressed prices
03/25/2020
Standard Chartered Hong Kong introduces wealth management tool
Through the online banking and mobile app, Standard Chartered also provides several other wealth management solutions.
03/25/2020
Top trends that continue to reshape wealth management
As digital engagement models continue to leverage lower product costs and commoditize advice, the industry is compelled to come up with more competitive fee structures to keep up with the latest changes in the marketplace.
03/24/2020
Stirring the wealth, forces on march
The wealth management industry will stand transformed in the coming years.
03/24/2020
Covid-19: South Africa’s Investec estimates up to 23% hit on profit
He also expects the situation to improve in the following few months.
03/24/2020
KBank Private Banking’s Mission to Achieve ‘Perfect Wealth’ through Holistic Private Banking
The concept has evolved dramatically over the past year with the launch of a nationwide advertising campaign, developed in the splendour of their new state-of-the-art offices in Emquartier.”
03/24/2020
Barclays Adds ESG Assessment and Indicators to Fundamental Research
Fundamental Environmental, Social, Governance (“ESG”) Research will offer clients multi-dimensional analysis of ESG performance for companies under coverage, and assess how ESG attributes impact security pricing.
03/24/2020
Coronavirus - Will the US and Europe Learn Lessons from Asia?
The economic impact of coronavirus will depend on how the epidemic progresses in both scope and time frame and how government, business and households react and adapt. Could April be a turning point?
03/24/2020
FundCount Named Best Consolidated Reporting Solution in 2020 Family Wealth Report Awards
Software meets family office needs for aggregated data and personalized client experience