News results for Archive

People Moves
18 July 2022

New CEO At Degroof Petercam Luxembourg; New COO Of Group

The latest moves and appointments at Degroof Petercam. ...

New Products
18 July 2022

Sanlam Wealth Re-Brands After Acquisition

Sanlam Wealth, the business acquired from Sanlam UK by funds managed by Oaktree Capital Management,...

Industry Surveys
18 July 2022

Alternative Asset Demand To Grow By 46 Per Cent – Survey

A new survey by AssetTribe shows how inflation, diversification and potentially higher returns are...

Financial Results
15 July 2022

Brooks Macdonald’s FUM Down 5.9 Per Cent In Fourth Quarter

London-based investment manager Brooks Macdonald Group has published its funds under management for...

People Moves
15 July 2022

Who's Moving Where In Wealth Management? – 3D Global

The latest senior moves and appointments in the wealth management sector. ...

Financial Results
15 July 2022

JP Morgan Results Dented By Cooling Markets; Suspends Buybacks

The CEO said that to meet higher capital requirements quickly, the bank has "temporarily suspended...

Client Affairs
15 July 2022

Exclusive: Diversified Portfolio Key For Investors – Kingswood

Despite the better-than-expected rise in UK GDP in May, investment managers believe that the...

New Products
15 July 2022

Switzerland's Leonteq Partners With Bank For New Structured Products "Hub"

The business model is designed to cut the costs to banks of bringing structured products to market,...

WM Market Reports
14 July 2022

Scale Increasingly Matters In Global Wealth Management – Bain & Co

The benefits of being a large-scale wealth manager are becoming increasingly hard to ignore, the...

New Products
14 July 2022

What's New In Investments, Funds? – Atlas Responsible Investors

The latest news on investment offerings, financial products and other services relevant to wealth...

Comment & Analysis results for Archive

Investment Strategies
14 April 2021

Recovery From COVID-19 - What Wealth Managers Say

We set out a range of commentaries from wealth and asset management groups about how the economic...

Investment Strategies
6 April 2021

Infrastructure's Yield Appeal Goes Down A Treat At Edmond De Rothschild

The venerable European wealth management and investment house has around 150 years of experience in...

Wealth Strategies
2 April 2021

How COVID-19 Lit A Fire Under Japanese Corporate Reform

A number of Japanese companies - and their shares - stand to benefit from a faster pace of...

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...