03/08/2019
Shifting the dial: Creating a more balanced workforce for Jersey
A number of the participants identified the need to provide confidence-boosting experiences to women working their way up to senior levels.
Wealth and Asset Management
03/08/2019
Wealth giants back new female clients initiative
Gillan said the network has a number of initiatives in place to improve the client experience for women and promote financial education.
03/08/2019
Schroders to cut up to 100 jobs in Luxembourg
UK listed fund manager agrees social plan for affected employees
03/07/2019
Brown Shipley Wins People’s Choice Award
Winners of the People’s Choice Awards excel in areas like client-adviser matching, speedy on-boarding processes and communications, while delivering exceptional service standards throughout relationships.
03/07/2019
Swiss WM gets CISA authorisation by Finma
The company has appointed PWC as its auditor in order to guarantee full compliance with regulatory requirements.
03/07/2019
Schroders and Edentree haul HSBC over the coals
Investors press UK bank to drop financing for the fossil fuel
03/07/2019
RBC Wealth Management launchs digital storytelling initiative
Project is latest in a series of initiatives from RBC Wealth Management – U.S. that support diversity and inclusion in business
03/07/2019
Schroders profits fall 15% on outflows
We continued to invest for growth and saw good progress in a number of strategically important areas.
03/07/2019
WM adviser: why mergers may fail amid new regulations
Glasner also believes that the generational change may push some managers to retire ahead of schedule or change their role.
03/07/2019
Women in WM: ‘Many women shy away,’ says family office head
In this profile, Sibylle Peter, founder of Zurich-based family office YSMA, explains why women should pursue their goals without taking no for an answer.
03/07/2019
China Produces Four New Billionaires Every Week
Chinese stock exchanges were another – 601 Chinese billionaires attributed their wealth in 2018 to the capital markets
03/07/2019
Schroders CEO vows performance will recover
Fund manager also names Leonie Schroder, daughter of late Bruno Schroder, to its board as expected
03/07/2019
Newly-installed AMP wealth boss moves to clear management decks
Now he's put all his most senior executives, of which there are up to 10, on notice that they are under review and could lose their positions in the company's most important division.
03/07/2019
SEI expands relationship with BMO Financial Group
SEI’s new strategic partnership with BMO Private Bank Asia builds upon an existing 21-year asset management relationship with Bank of Montreal Nesbitt Burns (BMO NB) in Canada.
03/07/2019
YBR reports loss, reassesses wealth management
Commenting on the situation, YBR executive chairman, Mark Bouris said the first half of the financial year had been challenging for the sector and the company had taken decisive action.
03/07/2019
Schroders Needs Its Lloyds Wealth Venture Bet to Pay Off
Trying to lure more wealthy clients isn’t a novel approach, but it’s increasingly necessary.
03/06/2019
Is this the calm before the storm?
The evidence points towards a moderation of economic growth as global labour markets remain tight, and production nears capacity. This means that above-trend growth risks generating inflation.” - Philip Smeaton, Chief Investment Officer
03/06/2019
JPMorgan considers private bank in China
The move forms part of the lender's broader expansion strategy in the country.
03/06/2019
London reclaims its title as the world’s top wealth centre, despite Brexit
London now has more ultra-high net worth individuals
03/06/2019
Newly Launched Farringdon Wealth Looks For Banking Partners
In addition, Farringdon Wealth will also be pioneering a new fintech based advisory platform that will leverage on the Robo technology