10/22/2019
Hong Kong has second-highest average wealth per adult globally
Global wealth grew during the past year by 2.6% to US$360 trillion, according to latest edition of Global Wealth Report
Wealth and Asset Management
10/22/2019
Skin in the Game – who is buying into their own company?
This chart looks at who has got skin in the game
10/22/2019
UBS warns 'low and negative interest rates' hitting business
The bank warned that “low and persistent negative interest rates and expectations of further monetary easing” would also continue to hurt the business.
10/22/2019
Geneva boutique strikes distribution deal with Italian bank
Other distributors of Decalia’s funds in Italy include Banca Albertini, BIM Private Bank, Banca Leonardo, Banca Profilo, Online SIM and Invest Banca.
10/22/2019
Vontobel launches new investing platform
Head of Vontobel Investment Banking Roger Stude: ‘With investerest, we are responding to a client need for theme-oriented investment solutions and, with this online marketplace, we continue to approach the goal of digitizing the capital market.
10/22/2019
Wealth duo join forces for IFA investment consultancy
It offers outsourced investment service for advisers
10/22/2019
UBS: Iqbal Khan With Early Tailwinds
Expectations are high that Iqbal Khan can top the results Martin Blessing had delivered, after joining from Credit Suisse.
10/22/2019
St James’s Place maintains inflows amid 'uncertain external environment'
St James’s Place has recently faced criticism over its fee structure, which involves higher charges than many of its competitors, as well as the lavish incentive scheme offered to its partners.
10/21/2019
Succession or sell: when wealth managers reach a fork in the road
Not surprisingly, M&A activity in the wealth management world is brisk—and favorable to those seeking an exit strategy.
10/21/2019
Soaking the Rich Is a Great Start — But It’s Not Enough
It’s not the end of capitalism, but it’s a lot bigger than Medicare for All and free college, as badly as we need both those things tomorrow.
10/21/2019
Wealth management isn't aging well, more WeWork drama, and a private meeting with Elon Musk
That comes as many big financial firms look to wealth management as a big business opportunity.
10/21/2019
Rebecca Bettany Shortlisted for Spears Wealth Management Awards 2019
The nominees are selected on the basis of a year’s worth of research that has been carried out to produce the market-leading Spear’s Indices.
10/21/2019
Zurich WM to open first office outside of Switzerland
It will primarily serve as an outlet for connecting with clients in the region.
10/21/2019
Investing Beyond Brexit
Economic data suggests that the business cycle is turning and economic growth in China is set to accelerate.
10/21/2019
Vontobel launches trade conflict certificate
In the most likely scenario from the experts' perspective, the trend towards shorter trade routes could make Latin America an attractive production location for the USA and Southeast Asia an attractive location for China.
10/21/2019
SEI Investments: A Wonderful Business At An Attractive Price
"We believe that SEI Investments will continue to see multiple industry tailwinds to drive the growth of the total market."
10/18/2019
HSBC GAM launches passive fixed income fund
Both objectives are achieved by leveraging the expertise of HSBC Global Asset Management's active fixed income teams
10/18/2019
Multi-Asset Manager of the Year — Newton Investment Management
Despite a difficult year for multi-asset managers, Newton delivered solid performance over the 12 months in review.
10/18/2019
Schroders takes top prizes at FN’s Asset Management Awards
UK-listed fund manager has had a year of transformation, having struck several deals and expanded its North American and alternatives businesses
10/18/2019
Morgan Stanley’s Revenue Growth Rate Will Be Notably Lower Over Coming Years
In 2019, Morgan Stanley’s Institutional Securities division is expected to contribute roughly $19.3 billion (48%) to its Total Revenue estimate of $40 billion, which is 4% less than the 2018 figure of $20.1 billion.