05/09/2019
CreditEase Wealth Management Wins Two Best Wealth Manager Awards
The participants are required to be Chinese wealth management agencies, private banks or foreign-funded institutions operating in China.
Wealth and Asset Management
05/08/2019
Wealth managers need to provide liquidity or see more AUM tied up in cash, says GlobalData
HNW investors have had little incentive to allocate funds to cash and near-cash investments in recent years, with rates at record lows across most of the developed world.
05/08/2019
The Transformation of Client Engagement
You may have heard reports in the industry about a new private wealth management proposition called focus:wealth.
05/08/2019
Britain’s super-rich are Corbyn-proofing their finances
Efforts to protect wealth should Labour take power are being stepped up
05/07/2019
Report provides largest analysis ever of UK Women’s attitude to wealth.
The WealthiHer Network Report 2019: Understanding the Diversity of Women’s Wealth, is the UK’s largest ever study into the female experience of wealth and the finance industry.
05/07/2019
Resolving the Corporate Actions Paradox -The Case for Automation
An example of this would be reducing the risk of missing an event or improving the quality of event information by receiving notifications from more than one source.
05/07/2019
HNW investors ‘optimistic and hungry’ according to UBS
51% of investor respondents were said to be optimistic on the global economy versus 21% who were pessimistic.
05/07/2019
Credit Suisse AM real estate fund now available to investors
It specifically focuses on properties primarily in the areas of retail, office and logistics, which correspond to modern and energetically sensible real estate concepts.
05/03/2019
Why you can’t afford to ignore private equity professionals
So, if you’re based in London and the South East, or have clients who are based in the City, it may pay to become acquainted with what mortgage options there are for such high-net-worth (HNW) clients.
05/03/2019
London jumps to second in global ranking of best cities to invest in
London has overtaken Hong Kong to take second place in a global ranking of cities with the most investment potential.
05/03/2019
UBS shareholders vote against top management
UBS had the option to settle out of court but instead decided to go to court and came away with the biggest fine in the Swiss bank’s history.
05/03/2019
HSBC results show wealth unit up but private banking profits down
Adjusted operating expenses at the division increased 5% year-on-year to $3.45bn.
05/02/2019
Leaders Pledge to Change the Future of Female Finance
The WealthiHer Network, which launched on International Women’s Day this year, was formed to transform the industry’s approach to women.
05/02/2019
Multi-family office launches Sandaire Real Estate
“The collective knowledge, expertise and experience that both Chris and Robert bring to the firm further strengthens our business and reinforces our position at the forefront of multi-family office providers.
05/02/2019
SMP Group Supports Bike Ride To Eliminate Childhood Hunger
More than 90 participants, some solo and others in teams sharing the mileage
05/02/2019
Latest Developments on French Wealth Tax 2019: Does the debt still “pay off”?…
They still have to pay the tax at the same rates (1.5% maximum) on their French properties or shares in the interposed company (i.e. a French or Monegasque SCI in most cases) holding such properties if their net value is €1.3 m or more.
05/02/2019
Solving the Corporate Actions Paradox – Reducing Risk, Increasing Efficiency whilst Improving Services
The industry response to this risk and complexity has been to establish best practice, but this has introduced the paradox that risk can be reduced, efficiency increased, and services improved, but rarely all together.
05/02/2019
HNW women say wealth manager diversity top priority
But of the survey topics most relevant to practitioners, the 45% who said they wanted to see themselves better represented by client facing staff was likely to be the most significant.
05/01/2019
UBS Tells Some Managers They Can Hire One for Five Who Go
UBS said earlier this year that it would slow hiring and deepen cost cuts during one of the worst first quarters in recent history, which forced the bank to cut an additional $300 million in costs.
05/01/2019
Schroders develops wealth tool for US bank’s global clients
Combines science of behavioural finance and investment education to improve choices for high net worths