05/15/2020
What it takes to break into the UHNW segment
The axiom that a family fortune doesn’t last beyond the third generation doesn’t always prove true
Wealth and Asset Management
05/15/2020
Coronavirus crisis a window of opportunity for bankers to the rich
While banks that are more focused on commercial lending set aside billions in provisions, the big wealth managers have found that banking for billionaires has swelled their own coffers with outsized transaction fees even as the global economy takes a batt
05/15/2020
Nikko AM Wins Best Fund House, Japan
A category of AsianInvestor’s Asset Management Awards 2020
05/14/2020
Navigating Asia’s generational wealth transfer during a pandemic
The current situation is proving an ideal time to re-evaluate legacy structures and, in line with this, we’re seeing a marked trend towards professionalisation of Asian family office functions.
05/14/2020
Private banking: growth leads the wrong way
Bank branches: job miracles in the midst of the crisis?
05/14/2020
Malik S. Sarwar Takes the Big Picture View of New Age Wealth Management
“This crisis will cause many banks and firms to struggle,” he begins.
05/14/2020
A Decade of Wealth: A Review of the Past 10 Years in Wealth and a Look Toward the Decade to Come
Over this period, growth rates of the global wealthy population and their combined net worth were similar for both very high net worth individuals
05/14/2020
Coronavirus crisis a window of opportunity for bankers to the rich
The resilience of wealth management also serves to validate the strategic changes Switzerland’s biggest banks made over the past decade, placing greater emphasis on managing rich people’s money and less on wholesale trading.
05/14/2020
UBP launches EM impact fund
The bank also set up an impact advisory board and investment committee to strengthen its impact product range
05/14/2020
BlueOrchard CIO on how to use impact investing effectively
Impact investing is often described as having a ‘triple bottom line’
05/13/2020
“UBP trusts in private markets, less correlated with traditional assets”
Our Advisory mandates make up a constantly growing share of our business.
05/13/2020
Brewin Dolphin profit falls as market sell-off eats into assets
Resilient set of results despite volatile market, with strong balance sheet and good cash generation.
05/13/2020
Wealth manager explains how the coronavirus crisis could affect your financial investments
The current market environment is without doubt unsettling.
05/13/2020
Rothschild & Co Q1 Revenue Down At 416.4 Million Euros
Very strong start to 2020 impacted by COVID-19 in March
05/13/2020
Global advisory giant to launch major digital finance operation in Dubai
Mr Green comments: “The world has changed forever in the last few months, the market has changed and client expectations have changed.
05/13/2020
Envestnet partners with Canaccord Genuity Wealth Management
Our partnership with Envestnet puts Canaccord Genuity at the forefront of wealth management in Canada
05/13/2020
KKR to buy controlling stake in Commonwealth Bank of Australia’s wealth management business
The transaction is consistent with CBA’s strategy to focus on its core banking businesses and to create a simpler and better bank
05/13/2020
Predator's paradise: how Covid-19 could fuel wealth M&A
With smaller wealth management firms feeling the squeeze caused by the Covid-19 outbreak, a number of mergers and acquisitions are expected in the aftermath of the crisis.
05/13/2020
Perks acquires Wotherspoon Wealth
Simon Hele, Perks Private Wealth director, said joining forces with a link-minded organisation would ensure the firm was best positioned to lead through the disrupted Australian wealth advisory industry, particularly in the post COVID-19 landscape.
05/13/2020
Sanctuary Wealth Launches Advisor Solutions Group
Acquisition of Northview Asset Management creates shared resources and expertise to benefit entire network through new Sanctuary Advisor Solutions Group