Predictive trends in the wealth management space for 2022
The wealth tech industry stands as no exception, to this new era of rapid innovation.
Wealth and Asset Management
15489 articles found
Swiss Banker Brandishes Understated Star Power
Little-known outside of financial circles and regularly underestimated, the Swiss banker owes his current job variety to a nearly 30-year career at Credit Suisse.
What does wealth mean in 2021? Experts comment on the responsibilities of HNWs
As Spear’s celebrates its 15th anniversary, leading entrepreneurs, economists, philanthropists and advisers consider some fundamental questions
Julius Baer announces completion of 2021 share buy-back programme
The cancellation of the shares bought back under this programme will be proposed at the Annual General Meeting of shareholders on 12 April 2022.
Prydis Wealth breaks through £1bn Aum
Many of our advisers have come to us through word of mouth from their peers, which is testament to the great support our team provides.
13 Questions for Stonehage Fleming's Gerrit Smit
In this series, we ask leading fund managers about everything from their investment strategy, to role models, their views on cryptocurrency, and what they’d never invest in
Upskilling wealth managers and securing digital buy-in
In this second of a three-part blog series on the recent Hubbis Digital Dialogue webinar ‘The Vital Importance of Empowering the Relationship Manager’, we examine the changing skill-sets relationship managers need in a digital-first market
China's family wealth management industry growing strongly
The country remains one of the world's largest savings markets and one of its fastest growing wealth management markets.
Smith & Williamson Fund Administration appointed ACD on £1 billion of Brooks Macdonald Group funds
This deal builds on the excellent relationship we have developed with Cornelian Asset Managers and their funds since 2014 and is a vote of confidence in our experienced ACD oversight and operational teams based in Glasgow.
The Northern Trust Institute Releases 2022 Wealth Planning Outlook: "Wealth, Redefined"
Annual report explores five societal changes and offers corresponding wealth planning strategies
Credit Suisse Sacks Two Amid Greensill Probe
Credit Suisse has taken action with regards to various individuals
Morningstar: We've been watching the platform space
“We're very familiar with the Praemium business and team from Australia and the UK.”