05/20/2020
Western banks limited their activity in Russia after sanctions were imposed on Moscow in 2014, freezing the funds of some wealthy Russians, with further measures imposed by the United States in 2018.
05/20/2020
The firm has said that bonuses will be based on a “balanced scorecard” of measures rather than just revenue generation.
05/20/2020
This was a pivotal period in the evolution of our business.
05/20/2020
The only requirement the company has placed on the use of the data is that it must be credited by the user as the source of the data.
05/20/2020
Now is a convenient time for wealth managers to explore ways to enhance the comprehensiveness of their platforms.
05/20/2020
Several wealth managers have had ‘eye-opening’ experiences when using technology to replace face-to-face meetings with prospective new clients.
05/20/2020
On the contrary, the model will require a further confirmation of bullish scenarios in order to increase equity positions.
05/20/2020
Fairstone recently confirmed it was honouring all bonuses and pay rises amid the coronavirus lockdown after cutting £1.4m in costs from the business.
05/19/2020
Despite the increased order and trade volumes following the COVID-19 outbreak, Julius Baer has continued to operate and deliver its products and services with virtually no interruptions.
05/19/2020
The merger of the legal entities is an important element of the transformation for which Deutsche Bank set itself ambitious goals in summer 2019
05/19/2020
Portfolio Adviser examines how investment industry figures fared in the latest Sunday Times Rich List
05/19/2020
Sacking a fund manager is costly and complex. So, what type and size of drawdown should cause you to risk changing a fund manager?
05/19/2020
I hope Sanlam is the last place I work
05/18/2020
Total client assets rose to €81.5 billion as of December 31, 2019, up from €72.6 billion at the end of 2018.
05/18/2020
“Our workplace has now changed to our own homes and it’s just as important that we all feel supported, and that extends to the advisers that work with us.
05/17/2020
After three months of flat or negative returns, markets bounced back in April as investors came to grips with the new normal.
05/17/2020
Britain’s largest wealth manager attempts to stave off competition from cheaper rivals
05/15/2020
The target of €200bn in sustainable financing and ESG investments is ambitious compared to our peers.
05/15/2020
Streamlining of services and a transition to digital could cause some roles in the wealth industry to be under threat.
05/15/2020
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