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
05/14/2020
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
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
The bank also set up an impact advisory board and investment committee to strengthen its impact product range
05/14/2020
Impact investing is often described as having a ‘triple bottom line’
05/13/2020
The current market environment is without doubt unsettling.
05/13/2020
Our Advisory mandates make up a constantly growing share of our business.
05/13/2020
Resilient set of results despite volatile market, with strong balance sheet and good cash generation.
05/13/2020
Very strong start to 2020 impacted by COVID-19 in March