12/29/2020
Going Multi-Asset and Emulating the Funds Sector is the way Forward for 2021
This share, listed in London, should be a reasonably straightforward way to double your money in 2021.
Wealth and Asset Management
12/29/2020
Wells Fargo: Pandemic Brings Heightened Awareness to Need for Planning
Wells Fargo/Gallup survey finds more people developing estate plans, though large percentage remain without a will or estate plan
12/29/2020
Wealth Management Firm Addepar Reveals that Investors turned Bearish on Equities for Record 7 Consecutive Months from April to Oct 2020
The wealth management firm confirmed that they’ve introduced their Addepar ISI (methodology available here), which uses “portfolio-level” transaction data to assess investor sentiment.
12/29/2020
2021’s major investment risks – but why it could be a year of massive opportunity
It comes as investors around the world focus on rebalancing portfolios for 2021, after a year no-one expected.
12/29/2020
Why philanthropy is the sexiest thing you can do in 2021
Especially on social media, if you want to be sexy this 2021, you need to get philanthropic.
12/29/2020
Global banks generate record $125bn fee haul in 2020
Capital markets businesses boosted by frenzy of share and debt sales during pandemic
12/29/2020
Taking stock of a remarkable year in asset and wealth management
Analysts and executives expect the wave of consolidation to carry into next year as sheer scale has become a necessity for fee-pressured investment managers looking for an edge.
12/28/2020
UK's biggest financial firms have given boards near-80% pay rise since 2009
Shareholder advisers and high pay campaigners call for greater transparency on director fees
12/28/2020
Forbes Wealth Management Awards 2020: Goldman Sachs Invades Main Street
Kitces is a well-known commentator on wealth management and publishes the Kitces Report and industry blog Nerd’s Eye View.
12/28/2020
Diversity In Wealth Management Still ‘Awful,’ Advisors Say
While his experience has changed, he says it is likely new or younger advisors who look like him who still have to deal with these same issues, something he recognizes he rarely has to put up with anymore.
12/28/2020
Taking stock of a remarkable year in asset and wealth management
Analysts and executives expect the wave of consolidation to carry into next year as sheer scale has become a necessity for fee-pressured investment managers looking for an edge.
12/28/2020
Forbes Wealth Management Awards 2020: Goldman Sachs Invades Main Street
The big investment advisors are not yet worried about losing their high-net-worth clients to Robinhood.
12/28/2020
Money moves the ultra-rich are planning in 2021, and what we all can learn from them
CNBC Select spoke to TIGER 21 chairman Michael Sonnenfeldt about how members of his elite investor community are preparing their finances for the year ahead.
12/27/2020
Cantor Fitzgerald cheers 39% growth in revenues after Merrion Capital takeover
The group reported revenues of €34m, up from €25m in 2018.
12/24/2020
Swiss digital asset bank Seba completes capital raise
SEBA Bank will tokenise its shares of the Series B fundraising soon after the blockchain law will come into force in Switzerland.
12/24/2020
Investors prefer Canadian banks to put record excess capital into M&A over share buybacks
But investors are not enthused about the EPS growth expected to result from a resumption of buybacks, which some investors see as artificial because it results from a smaller share base, not organic growth.
12/24/2020
Let’s Talk More Episode 2– Matthew Lowe, Wealth Management Consultant
Their Leicester office, as many locals will have seen, sits comfortably in place of the old Leicester city council building just off of New Walk.
12/24/2020
Philanthropists Push for Charitable Giving Reforms
The government shouldn’t be subsidizing putting money aside where it might or might not be spent for the benefit of society
12/24/2020
Credit Suisse seeks 'clean slate' after damaging year
Switzerland's second-largest bank said in a statement that it rejected the allegations against it, adding that it is convinced its former employee is innocent.
12/24/2020
How to invest in Chinese onshore fixed income private funds
Revised QFII-RQFII scheme enables Barings to launch private fund investing in public debt in onshore market, providing a template for other investors and asset managers