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.
Wealth and Asset Management
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
07/14/2020
swisspartners set to fortify its business in Switzerland
To support the continued expansion of its business in Switzerland and Liechtenstein, swisspartners is seeking motivated and entrepreneurial client relationship managers for its offices in Zurich, Vaduz and Geneva.
07/13/2020
Woodford stages comeback with biotech role at wealth manager Juno
Juno describes itself as "an innovative specialist asset manager to a network of wealthy individuals and family offices".