10/20/2020
Why digital advisory may be future of wealth management
Digital services help cut operational costs by a significant margin, making wealth management solutions affordable and accessible
Wealth and Asset Management
10/20/2020
Tatton AM sees assets near £8bn as it rebounds from Covid hit
Virus crisis wiped £900m from AUM during the worst of the sell-off
10/20/2020
IQ-EQ wins regional service excellence award in International Investment Awards
Although this award specifically recognises our UK and European operations, we feel strongly that it reflects positively on all of our client teams across the globe, whose international collaboration is crucial to our continued success.
10/20/2020
Newly launched private wealth management firm pioneers the use of AI chat assistant technology on mission to become innovative industry leader
Both partners also have a broad background in fintech, private wealth management, business consultancy, startups, and artificial intelligence, which has had a profound influence on their business model and ethos.
10/19/2020
Julius Baer warns of hit from goodwill impairment
Considerable improvement in profitability driven by continued active client engagement and cost-reduction initiatives – Foundations in place for renewed growth at Kairos; goodwill impairment to impact Julius Baer’s 2020 IFRS financial results
10/19/2020
Schroders wins Morningstar Outstanding Investment House Award
Today Morningstar UK, a leading provider of independent investment research, has announced Schroders as the winner of this year’s Outstanding Investment House Awards.
10/19/2020
Private bankers count the cost of less face time
Income has to grow, and that means getting new business through the door.
10/19/2020
Weatherbys Private Bank appoints AML Group
Weatherbys Private Bank has appointed London-based creative agency AML Group to redesign and rebuild its customer-facing website.
10/19/2020
Mattioli Woods prepares for further acquisitions
It also reported revenues had risen by 1.6 per cent to £58.4m while operating profits were up by a third.
10/19/2020
Intertrust announces new era with rebrand and strategic partnership
The rebrand ushers in a new era for the company and reflects its growth and acquisitions in recent years.
10/18/2020
Sergio Ermotti: ‘My best decision was not to follow consensus’
The UBS chief executive reflects on nine challenging years heading the Swiss bank
10/16/2020
Schroders to accelerate regional sustainability efforts from Singapore
"The dedicated senior resources will play a pivotal role in driving Asia-focused ESG research insights, innovation and impact across the region, drawing from our thought leadership in sustainability," said Schroders.
10/16/2020
Sanlam CEO defends fee hike as advisers vote with feet
He said: "We have a number of smaller advisers who are in the process of leaving.
10/16/2020
BAY banking on BlackRock to enhance wealth management
Joining forces with BlackRock will empower BAY to develop a comprehensive suite of investment solutions, advance a customer-centric strategy and deliver the best investment advice.
10/16/2020
Wealth managers beginning to encourage traders to invest in shares of underdog companies
Unusual stock is not often the subject of persuasive advice from some of the world’s plate-glass fund managers, however this year has been an unusual year.
10/16/2020
DBS Wealth Management on a Roll in Indonesia, but the Time is Ripe for Consolidation before the Next Leap Forward
Keng Swee is responsible for developing DBS Indonesia’s wealth management business which includes DBS Treasures Private Client and DBS Treasures, his remit covering both offline and online strategies for investment products and advisory.
10/16/2020
St. Galler Kantonalbank takes branch managers from competition
After completing his studies in business law at the University of Applied Sciences in Winterthur, he worked as a private client advisor for Credit Suisse in Altstätten for almost ten years from 2007.
10/15/2020
Driehaus Capital Management Expands Relationship with Northern Trust
Through this expanded relationship, Northern Trust will provide fund accounting, fund administration, regulatory administration, transfer agency and global custody services to the Driehaus Mutual Funds.
10/15/2020
Vontobel Launches Asset Management Office in Singapore
Vontobel Asset Management opens its Singapore office to expand its reach in Asia and further accelerate growth.
10/15/2020
Threats to Family Offices - RESEARCH
Wealthy families and family offices have long been targets for various threats, but the variety and complexity of those threats are growing dramatically.