05/15/2020
The wealth jobs that could disappear this decade
Streamlining of services and a transition to digital could cause some roles in the wealth industry to be under threat.
Wealth and Asset Management
05/15/2020
Coronavirus crisis a window of opportunity for bankers to the rich
While banks that are more focused on commercial lending set aside billions in provisions, the big wealth managers have found that banking for billionaires has swelled their own coffers with outsized transaction fees even as the global economy takes a batt
05/14/2020
‘Vistra 2020’ — Charting a decade that transformed corporate services
It is testament to the industry’s appetite for an open debate about its future that we’ve seen participation climb each year and the report gain truly global reach.
05/14/2020
Coronavirus crisis a window of opportunity for bankers to the rich
The resilience of wealth management also serves to validate the strategic changes Switzerland’s biggest banks made over the past decade, placing greater emphasis on managing rich people’s money and less on wholesale trading.
05/14/2020
UBP launches EM impact fund
The bank also set up an impact advisory board and investment committee to strengthen its impact product range
05/14/2020
BlueOrchard CIO on how to use impact investing effectively
Impact investing is often described as having a ‘triple bottom line’
05/13/2020
Wealth manager explains how the coronavirus crisis could affect your financial investments
The current market environment is without doubt unsettling.
05/13/2020
“UBP trusts in private markets, less correlated with traditional assets”
Our Advisory mandates make up a constantly growing share of our business.
05/13/2020
Brewin Dolphin profit falls as market sell-off eats into assets
Resilient set of results despite volatile market, with strong balance sheet and good cash generation.
05/13/2020
Rothschild & Co Q1 Revenue Down
Very strong start to 2020 impacted by COVID-19 in March
05/13/2020
Predator's paradise: how Covid-19 could fuel wealth M&A
With smaller wealth management firms feeling the squeeze caused by the Covid-19 outbreak, a number of mergers and acquisitions are expected in the aftermath of the crisis.
05/13/2020
Hargreaves Lansdown overhauls Wealth 50 list
As Hargreaves Lansdown is the largest do-it-yourself investment platform in the UK with more than 1.1m customers, inclusion on its Wealth 50 list offers asset managers significant distribution potential for their funds.
05/12/2020
David Esfandi: ‘We learnt lessons from our Hargreave Hale acquisition’
Canaccord Genuity Wealth Management CEO on why being comfortable is not good for business
05/12/2020
Olympians help Canaccord Genuity Wealth Management workforce keep moving and motivated through COVID-19
Canaccord is working with TeamedUp and six Olympic athletes to create the powerful and engaging series of content.
05/12/2020
Boutique reports record year ahead of 'inevitable' recession
Hawksmoor Investment Management received good inflows from both direct clients and intermediaries
05/12/2020
Zurich bids farewell to former CEO Fritz Gerber
He significantly contributed to Zurich's strategic positioning and commercial success."
05/11/2020
WH Ireland Global Market Insights
There have even been modest advances in treatment.
05/08/2020
Schroders cuts fees and scrutinises multi-manager range in first value assessment
Discounts on supersized funds among fee changes that will save investors £8m
05/07/2020
Recession or Depression - Where are we Heading?
Some commentators say the global economy is heading for a long and drawn out depression but are they right?
05/07/2020
Van Lanschot Kempen trading update: first quarter of 2020
Savings and deposits were unchanged at €9.5 billion while the overall loan portfolio was marginally higher at €8.8 billion.