Wealth and Asset Management

Wealth and Asset Management

Scotia Global Asset Management honoured to be recognized at the 2022 Refinitiv Lipper Fund Awards

November 18, 2022

In addition, Scotia Global Asset Management's investment teams also received recognition by Refinitiv Lipper with 7 individual mutual fund and ETF awards across 6 categories.

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Wealth and Asset Management

RC Brown helps Alan Beaney’s son launch new wealth firm

November 18, 2022

The son of RC Brown investment director Alan Beaney has launched a wealth business with the support of his father’s firm.

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Wealth and Asset Management

Rothschild & Co and CarbonCure Technologies announce long-term carbon compensation partnership

November 18, 2022

CarbonCure is a Canadian company that offers a suite of technologies to the concrete industry that reduce and remove carbon dioxide (CO2) from the atmosphere through mineralisation in concrete.

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Wealth and Asset Management

Liontrust profits grow 9% despite falling AUM

November 18, 2022

11% drop in AuMA

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Wealth and Asset Management

Kicking off the World Cup with the UBS A&E team

November 17, 2022

The quadrennial international men's soccer championship, will be held from late-November to mid-December, due to Qatar's intense summer heat.

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Wealth and Asset Management

Butterfield Receives ‘Best Private Bank’ Awards

November 17, 2022

This year, more than 120 banks from 50 countries entered the awards

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Wealth and Asset Management

Saxo Markets sees opportunity in wealth management

November 17, 2022

Financial advisors can use technology to provide multi-asset capabilities, strong client management and wealth management tools, said Ivan Chang.

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Wealth and Asset Management

Vontobel’s Asia Wealth Chief Returns to Switzerland

November 17, 2022

The Zurich-based bank will remain available as a structured solutions partner to institutional clients and financial intermediaries in Hong Kong.

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Wealth and Asset Management

UBS Partners With Addepar and Mirador to Deliver Comprehensive Wealth Analysis and Reporting for Ultra High Net Worth Clients

November 17, 2022

UBS’s financial advisors will now have access to comprehensive analytics, which will help them more effectively visualize their clients’ investment performance, cash flows, and worth

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Wealth and Asset Management

Wealth manager from Zug wrestles with the Russian stigma

November 17, 2022

Going forward, St. Gotthard Fund Management in Zug will be called St. Gotthard Wealth, subject to regulatory approval.

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Wealth and Asset Management

Swiss wealth management mandate costs vary hugely

November 17, 2022

The bank an investor chooses and the asset allocation for their mandate have significant impacts on fees.

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Wealth and Asset Management

Investec shares drop on £4bn UK wealth squeeze

November 17, 2022

The 9.1% fall in UK wealth assets has prompted a near 4% dip in the wider group’s share price.

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