03/16/2020
Private Banks Calling Wealthy Loans
Private banks like the Swiss firms make money on lucrative lending to the wealthy, who don't always have easy access to liquid funds for investing.
Wealth and Asset Management
03/16/2020
Wealthy Seeking Cash for Investing, Margin Calls Turn to Art
The rise in activity comes as the spread of coronavirus has created the wildest market swings since the financial crisis.
03/15/2020
Latest Real-Estate trends in Monaco
Monaco real estate investments are the best way to preserve and increase capital.
03/15/2020
15 Hightower Advisors Honored on Barron's 2020 Top 1200 List
The rankings were based on factors such as: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
03/13/2020
Quintet: Dagmar Kamber-Borens is hunting bankers in Switzerland
The UBS veteran most recently headed the Muzinich branch in western Switzerland.
03/13/2020
UBS Wealth cuts emerging market stocks bet
Emerging market stocks and currencies fell further on Thursday, with some Asian bourses hitting circuit breakers.
03/13/2020
UK wealth manager Brooks Macdonald reports rise in profit
Brooks Macdonald CEO Caroline Connellan said: “I am delighted with the progress made during the first half."
03/13/2020
Investec pulls offer of minority stake in Ninety One amid market chaos
The group said it would not go ahead with the global offer to sell a stake of around 10%, but would press on with the demerger and listing.
03/13/2020
Beat the bear by staying calm, investors urged
The economist, whose influential market musings enjoy a cult-like following among financial advisers and retail investors across the country, strongly warned against joining the global sell-off in equities markets.
03/13/2020
Quilter 'confident' about replatforming after learning from rivals
When Quilter terminated its contract with tech provider IFDS and switched to FNZ in May 2017 it said it had spent more than £200m on the platform, and expected to spend about £160m more.
03/13/2020
Wealth managers ask rich clients to stump up more against loans
UBS and Credit Suisse are among those seeking extra collateral from wealthy customers as markets tumble
03/12/2020
As Coronavirus Spreads, Wealth Managers Adjust
Morgan Stanley said an employee at its Purchase, N.Y. office, which houses much of the company’s wealth management operations
03/12/2020
S.Africa's Sanlam FY earnings fall 19%
Its net operational earnings - a new performance measure it introduced in the results, expanding on its previous measure of operating profit - grew by 14%.
03/12/2020
International Wealth Management Firm Launches Spanish Logistics Fund
Swiss based wealth management firm, Spearvest, acting as Investment Advisor, has completed its first Logistics acquisition in Zaragoza, Spain
03/12/2020
Fanning fear by Paul Donovan
Although China's domestic economy is recovering, the global situation challenges external demand.
03/12/2020
Cybersecurity challenges for family offices: FWR Family Office Fintech Summit
Wealth owners place a premium on personal privacy, and family office have a responsibility to protect not only their clients’ assets but also their confidential information.
03/11/2020
Quilter plc reports 3% growth in adjusted profit before tax to £182 million
Quilter plc preliminary results for the year ended 31 December 2019
03/11/2020
PURE Honored as Best High Net Worth Insurance Company at the 2020 Private Asset Management Awards
The winning organizations were selected based on both quantitative and qualitative performance over the last year.
03/11/2020
Mattioli Woods purchases national wealth manager
Culturally and strategically, Hurley Partners is a great fit, serving a similar client base to our existing business.
03/11/2020
Preserving Wealth: Putting structure in a virtual family office
Now firmly established as the client’s trusted advisor, Vistra now plays a leading role in the continued wealth creation and prosperity of the client.