12/03/2019
Pictet Wealth has hopes for Asia ESG offering
Separately, the firm has been investing more in China A-shares via a third-party fund.
Wealth and Asset Management
12/03/2019
Geopolitics and the private client world By Ashley Fife, Chairman- STEP Bermuda Branch
High net worth families increasingly seek to establish or re-domicile trusts and structure in or to politically, economically and socially stable tax neutral jurisdictions that are reputable well situated.
12/03/2019
Team managing $550 million at Northwestern Mutual goes indie
At Gatewood Wealth Solutions, each client family has a professional four-member team dedicated to making sure their plan is on track, efficient and relevant.
12/02/2019
Swiss private bank chief plays down tech disruption fears
Lombard Odier boss says newcomers will struggle to challenge market leaders
12/02/2019
1825 completes acquisition of wealth advisory business
The acquisition gives 1825 a broader UK-wide presence, including two client support centres in Belfast and Sheffield that offer a range of specialisms and expertise.
12/02/2019
Credit Suisse: No Shiny Returns For 2020
We believe that the global economy and markets will continue to show considerable resilience in the face of challenges,» said Farris, who spoke at a media briefing on Monday.
12/02/2019
JPMorgan Cazenove slams tycoon family takeover of trust
Analysts at JPMorgan Cazenove have strongly criticised last week's move, led by the Rayne family of shareholders, to take control of the LMS investment trust from Gresham House
12/02/2019
SJP academy sees 63 adviser graduates
By the end of this year, SJP stated there would be a total of 495 people enrolled in the academy, with more set to join in 2020.
12/02/2019
Major challenges in Monaco: Banks
The government only requests your chosen bank to provide a letter stating you have sufficient means in which to live in Monaco.
12/01/2019
Asset and wealth management revolution: Investor perspectives - Rethinking purpose and performance
Our new research underlines the extent to which performance is no longer just about short-term financial returns in isolation from other factors.
11/29/2019
UBS Joins Credit Suisse in New Focus on Lowest Ranks of Wealthy
While the upper ranks of the rich often require bespoke services -- for instance because they own companies or work with their own family offices -- the less wealthy typically demand less complex products.
11/29/2019
Deutsche Bank's big growth area is underperforming rivals'
Wealth management promises a steadier flow of revenues than the trading-focused investment bank and provides a steady source of funding.
11/29/2019
Wealth of UK grows at slowest pace since 2012
An official assessment of the UK’s balance sheet – summing up the value of land and housing alongside financial assets such as loans, shares and pensions
11/29/2019
Revealed: Winners of the Women in Investment Awards 2019
Celebrating the achievements of women in in the industry
11/29/2019
Investec gears up UK wealth planning push to power profits
In a circular to shareholders ahead of its demerger, Investec highlighted the UK financial planning market as an area that can power future profits.
11/29/2019
Adapting to a new normal in European asset management
Any discussion of the state of the industry must begin with an acknowledgement of the macroeconomic environment
11/29/2019
UBS mulls new service model for less-affluent customers
The move highlights that wealth managers are providing increasing importance on the less affluent customers.
11/29/2019
How private banks break their backs for billionaires
Private banks bend over backwards to service their billionaire clients, but are they a profitable segment?
11/28/2019
EFG to sell its Palazzo Botta office building in Lugano to the Canton of Ticino
EFG will remain at the Palazzo Botta building for a further three years.
11/28/2019
Rathbones to buy personal injury business from Barclays Wealth
Growing specialist proposition