05/19/2020
Median Total Master Trust Return Negative in Q1 2020
Equity market sell off results in lowest median quarterly return since Q4 2008
Wealth and Asset Management
05/19/2020
UBS’s Iqbal Khan on shaking up world’s biggest wealth manager
Private banker on weathering the storm in his new role after hostile defection from Credit Suisse
05/19/2020
Pacific Funds Added To Oranj Wealth Management Platform
The Pacific Funds lineup includes fixed income, equity and multi-asset strategies designed for income generation.
05/19/2020
Julius Baer reports strong increase in client activity
Despite the increased order and trade volumes following the COVID-19 outbreak, Julius Baer has continued to operate and deliver its products and services with virtually no interruptions.
05/19/2020
Day after day, day after day, We stuck, nor breath nor motion
The S&P 500 slipped last week, on a cocktail on data, forecasts and valuation concerns.
05/19/2020
MAI Capital Management buys $225m NYC RIA
Acquisition bolsters MAI’s New York City presence and adds robust investment management group
05/19/2020
Geneva investment firm looks for ‘seasoned wealth manager’
Founded in 1999, Alternative Gestion offers wealth management and advisory services.
05/19/2020
Hargreaves Lansdown founders suffer £1bn hit to personal wealth
Portfolio Adviser examines how investment industry figures fared in the latest Sunday Times Rich List
05/19/2020
You’re Fired! When Do You Sack the Fund Manager?
Sacking a fund manager is costly and complex. So, what type and size of drawdown should cause you to risk changing a fund manager?
05/19/2020
Syz Swings to «Transform Year» Loss
Syz vowed to focus in asset management on institutional clients like pension funds and insurers.
05/18/2020
Blackfinch launches Blackfinch Asset Management
New division builds on MPS track record, with more offerings and increased support for advisers
05/18/2020
COVID-19 Crisis: What Does It Mean for Chinese Wealth Managers?
Chinese HNW clients have had a few tough months, to put it mildly.
05/18/2020
Quintet's Losses Widen on Expansion Push
Total client assets rose to €81.5 billion as of December 31, 2019, up from €72.6 billion at the end of 2018.
05/18/2020
LGT study: investor behavior during the corona crisis
High-net-worth investors in Switzerland have to date reacted passively to the corona crisis.
05/17/2020
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
05/17/2020
The Future Of Work Now: Morgan Stanley’s Financial Advisors And The Next Best Offer System
Brown and Maguire are both oriented to wealth management, although some of the FAs on their team tend to be somewhat more transactional in their investment recommendations.
05/17/2020
Investors Contemplate Life After Lockdown
After three months of flat or negative returns, markets bounced back in April as investors came to grips with the new normal.
05/17/2020
St James’s Place to launch first passive funds
Britain’s largest wealth manager attempts to stave off competition from cheaper rivals
05/15/2020
BBVA Switzerland facilitates account opening with video calls
The platform will also allow customers to take out loans and benefit from the Bank’s advisory and wealth management services.
05/15/2020
Credit Suisse Wins Breather Over Risk Spike
Specifically, both major Swiss banks are required to demonstrate the accuracy of their VAR measures through daily back-testing measures.