05/20/2020
DFMs adapt in battle to find new clients
Several wealth managers have had ‘eye-opening’ experiences when using technology to replace face-to-face meetings with prospective new clients.
Wealth and Asset Management
05/20/2020
Spanish bank launches new discretionary offering
On the contrary, the model will require a further confirmation of bullish scenarios in order to increase equity positions.
05/20/2020
Fairstone gains £104m assets in fifth deal of 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
Julius Baer reports strong increase in client activity
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
DB Privat-und Firmenkundenbank merges with Deutsche Bank
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
Hargreaves Lansdown founders suffer £1bn hit to personal wealth
Portfolio Adviser examines how investment industry figures fared in the latest Sunday Times Rich List
05/19/2020
You’re Fired! When Do You Sack the Fund Manager?
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
Sanlam bond boss targets £10bn Aum
I hope Sanlam is the last place I work
05/18/2020
Quintet's Losses Widen on Expansion Push
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
Quilter launches mental health support hub for financial advisers
“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
Investors Contemplate Life After Lockdown by Coutts
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
St James’s Place to launch first passive funds
Britain’s largest wealth manager attempts to stave off competition from cheaper rivals
05/15/2020
Deutsche Bank sets itself 'ambitious' sustainability targets
The target of €200bn in sustainable financing and ESG investments is ambitious compared to our peers.
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.
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.