News results for Archive

WM Market Reports
23 June 2021

Pandemic Didn't Hit Overall Global Wealth; Millionaire Headcount Continues Rising

In the US, there are slated to be 28.055 million millionaires in 2025, a 27.8 per cent rise from...

People Moves
23 June 2021

Who's Moving Where In Wealth Management? - Fenergo, Nickel Digital Asset Management, Others

The latest senior wealth management moves in Europe, UK, and a number of select international...

Fund Management
23 June 2021

What's New In Investments, Funds? M&G Investments

The latest offerings in investments, such as funds and structured products, and other notable...

Investment Strategies
23 June 2021

Targeted Opportunities In Profitable Lending Businesses

A collateralised loan obligation is a single security backed by a pool of corporate debt. With a...

Alt Investments
23 June 2021

Family Offices Know That Money Does Grow On Trees

When massive intergenerational wealth transfer is going on, one matter that arises is long-term...

Reports
22 June 2021

"Scaling Home" Is Key To Improved Bank Efficiency, Returns - Study

The study revealed massive variations in the concentration and fragmentation of major banking...

Real Estate
22 June 2021

UBS, Invesco Partner To Provide UHNWIs Real Estate Offering

The partnership with Inveso is intended to widen the spectrum of real estate investments for...

People Moves
22 June 2021

Pictet Names New Partners

The Geneva-based private banking group has added two partners to its roster. ...

People Moves
22 June 2021

Who's Moving Where In Wealth Management? - Crestbridge, Waverton IM, Others

The latest senior moves in wealth and asset management from across Europe and the UK. ...

People Moves
22 June 2021

HSBC Private Banking Creates New Asian “Connectivity” Role In London

The global franchise has created a new leadership role to strengthen business ties between Asia and...

Comment & Analysis results for Archive

Technology
1 April 2021

Boost Advice's Added Value With Goal Monitoring

Gearing advice to specific financial goals is a powerful way to demonstrate added value and...

Technology
31 March 2021

Get Right Balance Between Man And Machine

Wealth managers must implement efficient, scalable ways of working, while capitalizing on the human...

Family Office
30 March 2021

Family Offices’ Quiet Power Behind Life Sciences

A recently-announced major investment into the UK's life sciences sector by a Middle East sovereign...

Company Profiles
30 March 2021

Robo-Wealth Advisor Trend Has Big Upside Potential, Says Bambu

This publication recently spoke to the digital advisor business about prospects and what it thinks...

Technology
30 March 2021

Supercharging Client Engagement With Digital Financial Personality Profiling

Where it is used in client engagement efforts at all, technology tends to focus on the...

Technology
29 March 2021

How Low-Tech Compliance Hits Competitiveness

It is becoming increasingly apparent how costly a low-tech approach to compliance management can be...

Company Profiles
26 March 2021

London & Capital Grows AuM; Eyes Potential US Tax Hikes, Global Uncertainties

A London-based firm that has made a point of catering to HNW clients with a transatlantic...

Technology
25 March 2021

Hybrid Wealth: Are You Really Optimized To Get The Best From Digitization?

Digital banking is more than a mobile app, and wealth management is no exception: it is about...

Company Profiles
24 March 2021

Syz Group In Growth Mode After Business Revamp

The group’s three principal lines are now private banking/wealth management, private equity, and...

Technology
23 March 2021

Technology Traps Wealth Managers Must Avoid: Overview From EY

The 2021 edition of our "Technology Traps Wealth Managers Must Avoid" report, sponsored by EY, is...