Goldman Sachs Wants to Get Cozy With Main Street and Its Money
Bank targeting mass affluent in latest personal-finance push
Wealth and Asset Management
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Credit derivatives house of the year: Credit Suisse
Risk Awards 2021: hedging before the crisis allowed bank to offer ample liquidity when markets tanked
Wealth manager to launch defensive fund of up to £50m aimed at risk-averse
Fixed interest makes up the majority of the fund’s asset allocation at 70%, with equities and related securities accounting for less than 25%.
Digitalization: The Future of Wealth Management
The ground is shifting with the wealth getting passed on from baby boomers to Gen-X and millennials.
UBS: Personnel carousel in Germany turns
The largest Swiss bank hires a Senior Relationship Manager for its branch in Düsseldorf
Edmond de Rothschild: All Eyes on Ariane
His wife, Ariane de Rothschild, chairs the bank and orchestrated its recent strategy overhaul.
12 Powerful Wealth Management Trends. 12 Opportunities in 2021. Are you ready?
The pandemic has merely acted as a reminder for the industry to revisit its priorities to appropriately tackle these challenges, and it has been successful in doing so by accelerating the adoption of tech and opening the door for WealthTech.
LUKB Annual result 2020
For the current year 2021, which marks the start of the “LUKB25” strategy, LUKB has set itself a profit target in the range of 2020.
Hawksmoor to open new Bath Office
The opening of a new office in Bath is an exciting step in Hawksmoor’s expansion plans.
Basel IAM strikes fund distribution deal with German fintech
The fund invests in long-term developments such as population growth, climate change, urbanisation and the technological evolution.
Recognition for JTC in Most Influential Private Client List
The annual list features a range of lawyers, accountants, trustees and intermediaries and is a market-leading guide to the individuals shaping the modern private client landscape.
Five key trends in UK real estate investment
Yet despite these threats, the investment picture in the UK remains bright.