03/03/2020
Wealth managers need more relevant marketing
Millennials are not wooed by big names in financial services
Wealth and Asset Management
03/03/2020
Fiduciary Trust Company International Completes Acquisition of Athena Capital Advisors
The combination of our firms will enhance the experience we can deliver to high-net-worth and ultra-high-net-worth clients across the country."
03/03/2020
Wealth Managers See Opportunity in Markets Pounded by Coronavirus Fears
With the spread of the coronavirus triggering the pounding of global markets last week, wealth managers are telling clients there is plenty of opportunity to profit.
03/03/2020
UKSPA launches free portfolio analysis tool
Portfolio Optimiser allows users to either create their own structured product for analysis
03/03/2020
How to get millennials interested in their finances
Very soon, a new generation will be controlling investment decisions with a different approach and strategy.
03/03/2020
Investors Trust and Aiva join forces in Latin America
This is an important milestone in our efforts to use our combined professional experiences to collectively grow and reach new heights in terms of service and distribution."
03/03/2020
UBS Advisor Thomas Mahoney Named to Forbes/SHOOK List of 2020 Best-In-State Wealth Advisors
Recognition of an exceptional career in Financial Services
03/03/2020
Coronavirus concerns: the asset classes WMs are fleeing
Within fixed income, emerging market (EM) bonds are set to recieve the most inflows as 65% of the respondents said they are expecting to up their exposure to the asset class within the next 12 months.
03/03/2020
First Republic Bank Declares Dividends on Four Series of Perpetual Preferred Stock for First Quarter 2020
A quarterly cash dividend of $13.75 per share was declared on its Noncumulative Perpetual Series G Preferred Stock.
03/02/2020
HSBC Sets Sights On China's Rich
The combined wealth business has $1.4 trillion in assets under management, with nearly half of those assets in Asia.
03/02/2020
HSBC Hires Wealth Teams Across Asia
Recruitment for wealth teams across Hong Kong, Singapore and mainland China is on track.
03/02/2020
Bigger means better for asset managers merging to survive
Jupiter’s swoop for Merian shows how times are changing in the sector as bold moves replace the normally staid practices of fund handlers
03/02/2020
Schroders set to change results reporting to woo City analysts
At the end of last year Schroders embarked on a restructuring drive which could lead to 200 job cuts globally.
03/02/2020
Investec AM valued at up to £2.1bn in IPO
The shares will list on the London Stock Exchange on March 10 and the cash raised will be retained by the parent company.
03/02/2020
DBS launches portfolio review tool for wealthy clients
The tool is capable of generating a report within five minutes, allowing relationship managers to give more personalised and relevant investment suggestions, said the bank.
03/01/2020
Schroders, chaired by Michael Dobson, prepares City charm offensive
The 216-year-old group, chaired by Michael Dobson and still controlled by the Schroder family, has traditionally split out its performance along the lines of retail and institutional fund management.
02/28/2020
J. Safra Sarasin Group announces robust results in 2019
2019 has seen the issues of environment and sustainability dominate the headlines.
02/28/2020
Riding the Wave of Private Wealth Creation in Thailand with iWS and 159 Capitals
Not content with iWS alone
02/28/2020
UBS cuts Sergio Ermotti's bonus
The report now says that, depending on the outcome of the proceedings, CHF 1.5 million of Ermotti's blocked bonuses would not be paid out.
02/28/2020
VP Bank receives two awards at Greater China WealthBriefingAsia Awards for Excellence 2020
The two awards are presented by WealthBriefingAsia, an Asia-focused daily news and analysis service of the WealthBriefing Network.