The future of wealthtech in the GCC
Older generations are also becoming more exposed to technology solutions that commoditise product offerings
Wealth and Asset Management
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Credit Suisse Relocates Global PE Head to Hong Kong
Müller has almost a decade of experience with ultra-high net worth (UHNW) clients in the region, having previously worked with the likes of Rothschild and UBS’ wealth unit in Hong Kong.
Bernstein Private Wealth Management Unveils New and Refreshed Online Presence
The new website has been designed to enhance the wealth and investment planning experience for clients by combining modern design with intuitive navigation
Data analysis: The competitive advantage in wealth management
Pure robo-advisory models with fully automated digital advice usually address entirely new client segments – especially the mass market.
Chinese see private wealth expand
Benefiting from the country's economic transformation and the development of the real economy, the structure of China's high net-worth population is becoming increasingly diversified, according to the report.
Absa in 'sell-off talks'
A combination of the Absa business with the Sanlam-owned equivalent would become one of SA's largest money managers
PIMFA launches their first industry awards to recognise companies promoting diversity and inclusion
The Award winners will be announced on 20 October 2021 and firms can submit their entries to the Awards here.
Crestbridge receives further recognition
Winners are judged by a panel of independent experts from across the wealth management industry.
Close Brothers Trading Update
The annualised net interest margin was broadly stable on the first half3, as we maintained our pricing discipline.
Investec eyes UK wealth buys as assets surge past £40bn
Investec is looking to take advantage of consolidation opportunities following a strong year for its UK wealth business.
Fledgling wealth boutique Progeny races from £1m to £1bn in four years
Established in 2016 as part of advice firm Progeny, the business’s AUM has risen rapidly from just £1m at the start of 2017.
ETFs: a case for “look-through” data in risk management and beyond
Considering the continuous growth in assets allocated to ETFs—ESG-tilted ones in particular—this blog looks at some analytics consequences on institutional investors’ asset allocation and risk management processes.