Transamerica Life Bermuda releases updated Guide To High Net Worth Life Insurance
Since the last edition of the Guide in 2021, the world and global economy has undergone dramatic changes.
Wealth and Asset Management
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Vontobel boutique CIO: ‘I wouldn’t pay $20 for all the crypto in the world’
Matt Benkendorf urges investors to ditch shiny new fads from list of long-term investible ideas.
China’s wealth management market grows 13 pct in H1
In the first half, wealth management products made profits totaling 417.2 billion yuan for their investors, up 3.4 billion yuan year on year.
UBS: Can Iqbal Khan Resist the Bidding War?
At the same time, the number of client advisors working in the region, which includes Canada and Latin America, remained stable amounting to 6,139 at mid-year 2022, compared with 6,218 advisors at the end of 2021.
Brookfield Asset Management (BAM) to Spin Off its Asset Management Business
The fund performed in line with the market movements. It increased the investments in companies that it believes will generate long-term substantial wealth creation.
7IM ‘makes progress’ with portfolio decarbonisation
7IM announced that it has moved its Moderately Cautious AAP and Multi Manager Funds from the IA Mixed Investment 0-35% Shares sector and into the IA Mixed Investment 20-60% Shares sector.
Details on the issue of the Credit Suisse Real Estate Fund LogisticsPlus
The issue price per unit is CHF 108.00 net with a net asset value of CHF 105.60 per unit.
Spartan Wealth Management Merges with 360° Wealth Management Group – UBS Financial Services
Anthony Mona Named Spartan Wealth Management President
Wealth manager Colin is looking for advisors
The group, founded in 2009, now employs more than 40 people at its five locations in Zurich, Zug, Lugano, Schaffhausen and Luxembourg.
Private banks – is the reduit really the salvation?
"Anyone who cuts their bones now will not be able to take advantage of the next upswing," the VP banker defended against such requests.
M&G mulls expanding hybrid advice service into banks
M&G Wealth's managing director David Montgomery told FTAdviser: “We would look to deploy our hybrid advice service to firms which have customers looking for support but that don’t provide advice.
Lombard Odier to open a new office in Verbier, Switzerland
Verbier is a dynamic centre of activity where many of our current and future clients have a permanent place of residence or a holiday home.