03/27/2019
Affordable and clean energy tops list of Sustainable Development Goals supported by wealthy investors
Currently, 16% of AUM from the HNWIs surveyed is allocated towards philanthropy.
Wealth and Asset Management
03/27/2019
Mirabaud: Profit Jumped in 2018
At 31 December 2018, assets under management totalled CHF 32.3 billion
03/27/2019
CaixaBank launches Ocean third-party fund platform
The Ocean platform has been developed to afford the maximum level of transparency
03/27/2019
Charles Stanley partners with Premiership rugby club
Harlequins has announced Charles Stanley as its Official Wealth Management Partner.
03/26/2019
Independent Wealth Manager FINAPORT Broadens its South-East Asia Footprint
Swiss wealth management firm FINAPORT is in an expansive mood in Asia, looking outwards across South-East Asia from its regional base in Singapore.
03/26/2019
Asiamoney China private banking awards 2019
Overall best state-owned private bank: China Construction Bank Private Banking
03/26/2019
Financial adviser finalises London acquisition
It’s the first acquisition in three years for the Leeds-based firm
03/26/2019
Citi aims to grow Asia wealth management client base by 10 pct in 2019
Asia has become the main battleground for global wealth managers, including Credit Suisse, HSBC and Standard Chartered, looking to benefit from surging incomes in countries such as China and India.
03/26/2019
Minority of Millennial Investors in U.K. Favor Robo-Advisors
The wealth managers found joy in the reassurance that the more digitally advanced younger generations will still require human expertise.
03/26/2019
Onex deal for Gluskin Sheff shows high-net-worth clients still in high demand
A cross-selling-related rationale was also given in connection to a mega-deal in the wealth-management sector last year: Bank of Nova Scotia’s $2.6B takeover of MD Financial Management
03/26/2019
GAM to cut multi-asset MPS fees and rename range
Changes happening over coming months
03/26/2019
JTC announces acquisition of corporate service provider
Given the global consolidation in corporate and funds administration, we are very happy to become an integral part of the JTC family
03/26/2019
How wealth management can utilise fintech for accountability By Wael Al-Nahedh, CEO, Spearvest
The report, which surveyed 200 wealth managers, highlighted the need for wealth managers to begin choosing technologies that will help them to provide more effective client services.
03/26/2019
Schroders-Lloyds wealth joint venture announces management team
We are making great progress on designing a leading financial planning offering backed by Lloyds Banking Group’s and Schroders’ expertise
03/26/2019
NFP To Acquire Bronfman Rothschild
The combined entity, to be led by the Sontag and Bronfman Rothschild management teams, will expand the resources and expertise available to clients of both firms.
03/26/2019
How wealth management can utilise fintech for accountability By Wael Al-Nahedh, CEO, Spearvest
A key area the wealth management sector can benefit from new financial technology is by improving its day-to day-reporting and analytics services.
03/26/2019
A wealth of gold at Rolex
Rolex watches have crossed parallels and meridians on the wrists of intrepid skippers and ardent yachting enthusiasts.
03/25/2019
The Global Wealth Illusion Is Paper-Thin
Mark-to-market values have become less reliable as more money moves into private investments.
03/25/2019
Equal pay for women? In 400 years, perhaps
Tech pioneer Dame Stephanie Shirley also blazed a trail in flexible working.
03/25/2019
Private Wealth Management – A Time of Dramatic Change
While there have been improvements in the past decade, many of the challenges and shortfalls still persist.