Wealth and Asset Management

Wealth and Asset Management

US Big Banks Target Wealth Mgmt for Steady Revenues, Higher Returns

February 26, 2021

Examples of wealth management expansion include Goldman Sachs (GS) and Morgan Stanley (MS), although with some marked differences in overall approaches.

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Wealth and Asset Management

Suntera Global Wins Citywealth Awards

February 26, 2021

Citywealth’s IFC Awards were established a decade ago to recognise and highlight excellence within the private wealth sector across the major international financial centres.

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Wealth and Asset Management

More industry recognition for leading private wealth practitioner

February 26, 2021

This is the latest industry recognition for James who was also recently named in the 2021 eprivateclient 50 most Influential list.

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Wealth and Asset Management

Demographic Change, Economic Dynamics and Quality of Life

February 26, 2021

Companies which operate in these sectors generally underperformed the markets overall in 2020

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Wealth and Asset Management

Quilter to broaden platform’s appeal as last migration looms

February 26, 2021

“This is a great opportunity that we’ve got. The whole point of this piece of work was to fill in the gaps that had opened up.”

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Wealth and Asset Management

Kingswood SPAC and Apollo among suitors for Blackstone’s Lombard

February 26, 2021

Kingswood Acquisition Corp. is among the parties weighing offers for the Blackstone-owned group, Sky News learns.

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Wealth and Asset Management

Raymond James Executive: We’re Open to Flexible Work Arrangements for Advisors

February 26, 2021

A spokeswoman for Raymond James said that the firm has not finalized its remote work and return-to-office policies.

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Wealth and Asset Management

Partners Wealth Management launches PWM Green Matrix

February 26, 2021

This service is exclusively available to all PWM clients.

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Wealth and Asset Management

HSBC to hire 5,000 wealth planners as it increases investment, emphasis on Asia’s rich

February 25, 2021

Bank targeting additional 600 wealth planners in mainland China this year

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Wealth and Asset Management

Standard Chartered PLC – full-year and fourth quarter 2020 results

February 25, 2021

Overall income in 2021 is expected to be similar to that achieved in 2020

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Wealth and Asset Management

Wealth management solution provider goes public via SPAC

February 25, 2021

Apex, now valued at $4.7 billion, is one of many fintechs choosing to enter the public market via SPAC.

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Wealth and Asset Management

Van Lanschot Kempen: net profit at €50 million and 13% growth in client assets

February 25, 2021

We do not know what 2021 will bring but I assure our clients that we will be there for them

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