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Wealth and Asset Management

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

07/14/2020

The role of private capital financing sustainability post Covid-19: Learnings from Guernsey’s Sustainable Finance Week

The key result identified for the public was that whilst managing the recovery post Covid-19 in a sustainable manner, there will be a continuing need to develop products and services to draw in private capital.

07/14/2020

Is the S&P500 Index Useful Anymore? - MAN Institute

This outperformance makes sense.

07/14/2020

Wealth management opinion: ‘This year our industry has a chance to show its value’

The chaos of the pandemic offers the industry a chance to develop, writes Nataša Williams

07/14/2020

Baloise Bank SoBa launches the first e-banking messaging service in Switzerland

Customers of Baloise Bank SoBa now have access to an e-banking messaging service that is integrated into Baloise's e-banking app.

07/14/2020

Ex-BRI Wealth Management director sets up IFA firm

She was previously a private client manager at Killik & Co

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