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.
Wealth and Asset Management
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.
07/15/2020
Wells Wealth Division Profit Down 70%, Advisor Count Extends Slide
We are extremely disappointed in both our second-quarter results and our intent to reduce our dividend
07/15/2020
How impact investing can help EM attain the UN SDGs
Looking ahead and despite these hurdles, emerging markets appear to be a fertile hunting ground that holds plenty of potential for impact investors.
07/15/2020
Crestbridge recognises staff with raft of summer promotions
The promotions come as Crestbridge continues to grow its multi-jurisdictional workforce, having recruited more than 15 new starters over recent months, despite ongoing challenging global working conditions.
07/15/2020
BNY Mellon Reports Second Quarter 2020 Earnings Of $901 Million
Provision for credit losses of $143 million primarily reflecting increased downgrades and the continuation of the challenging macroeconomic outlook.
07/15/2020
Schroders Personal Wealth launches multi-asset fund range
The funds are the first to be launched by the Schroders and Lloyds wealth partnership under its new ACD.
07/14/2020
Swisspartners wants to expand its home market
Swisspartners sees the regulatory provisions that have been in force in Switzerland since the beginning of the year (Fidleg, Finig) as an opportunity.
07/14/2020
Schroders new fund range delivers a blend of active and passive investments
The portfolios are under constant and continued review by the investment committee and are formally rebalanced and reviewed on a quarterly basis.
07/14/2020
Xavier Isaac, CEO of Accuro, wins CEO today Europe Awards
This year Winners Edition celebrates the phenomenal achievements and innovation of the most visionary CEOs across all sectors a
07/14/2020
Arbuthnot profits plummet on £2.7m interest rate hit
Since that time the Bank has responded positively to remote working and has continued to support all of its clients’ needs.
07/14/2020
Citigroup reports better-than-expected earnings on strong trading results
Revenues increased 5% from the prior-year period
07/14/2020
JPMorgan Chase beats estimates, but second quarter profits plunge
JPMorgan also set aside another $8.9 billion last quarter to prepare for credit losses as the pandemic weighed on the global economy.
07/14/2020
Standard Chartered PB survey finds 'increased HNW investor interest' in sustainable investing
Investors from different regions, have differing views on which of the SDGs are of higher importance