Pandemic precipitates new era of outsourcing
Outsourcing is an often-cited word in the context of managing private client wealth.
Wealth and Asset Management
15471 articles found
Stephen Wynne-Jones to run both Nucleus and James Hay marketing operations
Joined James Hay in 2019
Monte dei Paschi merges Private Banking, Corporate Businesses into new unit
The new structure, called 'Business Enterprises and Private Banking,' is a concrete answer to the evolution of needs of the private client
Schroders Head of UK Intermediary Solutions wins Woman of the Year
In conferring this award, the panel of judges recognised Gillian’s outstanding contribution to the Investment sector of the UK financial services industry.
The digital agenda outlook, for wealth managers
Client demands have changed and their digital experience is now a real differentiator between firms
Quintet Closes Swiss Shop
The 87 staff members are currently in a period of consultation.
Switzerland could ‘modernise banking secrecy law’ to keep wealth crown: Deloitte
The country’s smaller domestic market size and lower profitability of wealth management providers also put it in a weaker position compared to the US and the UK.
Pimfa unveils adviser guide to bolster DFM relationships
The guide is informed by, and builds on, previous work carried out by the Personal Finance Society and also picks up on a wide range of queries and concerns raised by adviser firms.
GFG Alliance and Credit Suisse Agree on Debt Deal
Credit Suisse had previously flagged around $2.3 billion of problematic loans exposed to Greensill-linked supply chain finance funds with some $1.2 billion of assets related to GFG.
Suisse report into Greensill failings hit by delays
Stakes have raised considerably for the Swiss bank after its headquarters were raided by police
Ocorian completes acquisition
Nordic Trustee will continue to be led by CEO, Cato A. Holmsen and a highly experienced management team.
Gresham House Strategic drops investment manager after review
Today the trust said it has terminated with immediate effect its investment management agreement with GHAM after an “extensive process” .