03/11/2019
Task WM CEO: how to pick the perfect place to set up shop
Despite his focus on finding the right location, Caiano also believes in the importance of diversification.
Wealth and Asset Management
03/08/2019
International multi-family office launches new Corporate Finance business
The scope of advice available to clients includes advising on business disposals and acquisitions, joint ventures and strategic alliances.
03/08/2019
Money podcaster Pete Matthew seals 7IM partnership
The 7IM Self Invest service is built using the 7IM AAP multi-asset range, which includes cautious, moderately cautious, balanced, moderately adventurous and adventurous funds.
03/08/2019
The future of private banking; why digitalisation is key
The next few years will also see the emergence of the baby boomer inheritance mountain, where large amounts of assets will move across generations.
03/08/2019
Wealth giants back new female clients initiative
Gillan said the network has a number of initiatives in place to improve the client experience for women and promote financial education.
03/08/2019
Schroders to cut up to 100 jobs in Luxembourg
UK listed fund manager agrees social plan for affected employees
03/07/2019
Brown Shipley Wins People’s Choice Award
Winners of the People’s Choice Awards excel in areas like client-adviser matching, speedy on-boarding processes and communications, while delivering exceptional service standards throughout relationships.
03/07/2019
Schroders and Edentree haul HSBC over the coals
Investors press UK bank to drop financing for the fossil fuel
03/07/2019
Schroders profits fall 15% on outflows
We continued to invest for growth and saw good progress in a number of strategically important areas.
03/07/2019
WM adviser: why mergers may fail amid new regulations
Glasner also believes that the generational change may push some managers to retire ahead of schedule or change their role.
03/07/2019
Women in WM: ‘Many women shy away,’ says family office head
In this profile, Sibylle Peter, founder of Zurich-based family office YSMA, explains why women should pursue their goals without taking no for an answer.
03/07/2019
Schroders CEO vows performance will recover
Fund manager also names Leonie Schroder, daughter of late Bruno Schroder, to its board as expected
03/07/2019
Schroders Needs Its Lloyds Wealth Venture Bet to Pay Off
Trying to lure more wealthy clients isn’t a novel approach, but it’s increasingly necessary.
03/06/2019
Is this the calm before the storm?
The evidence points towards a moderation of economic growth as global labour markets remain tight, and production nears capacity. This means that above-trend growth risks generating inflation.” - Philip Smeaton, Chief Investment Officer
03/06/2019
The rise of the super-rich: A five-year forecast
Asia is set to outperform as global wealth growth slows, according to a new analysis of UHNWI populations carried out exclusively for The Wealth Report.
03/06/2019
Guardia di Finanza Approaches Swiss Banks
The letter contains a deadline, by which the answer should be forthcoming
03/06/2019
Millennial Women Are Letting Men Take Care of the Money
More than nine out of 10 women (91%) said they felt less stressed and were more confident about their financial future (94%), believing they and their partners made fewer mistakes when they were both involved (93%).
03/06/2019
Five questions with Simon Cooter commercial lines and HNW director at Covéa Insurance
We listen to what our brokers want, and we try and make it easy for brokers to do business with us.
03/06/2019
State Street brings ‘Fearless Girl’ to London
US asset manager brings the iconic statue to London to mark International Women’s Day
03/06/2019
LGT officially opens its office in Bangkok
Located in the Pathum Wan District, the office will provide investment and wealth management services to the bank's clients across Thailand