11/13/2020
UBS’s Chandler: The Future Of Wealth Management Will Be Digitally Enabled But Won’t Replace Relationships
UBS financial advisors may send clients a digital survey seeking feedback.
11/13/2020
The Goldman Sachs 2020 Partner List
27% of this year's Goldman partner class are women. 7% are black. 5% are Hispanic/Latinx and 17% are Asian.
11/13/2020
Investors often don’t understand the difference between ESG, which highlights three specific pillars (environmental, social and governance) and sustainable stewardship, a more blanket term applied to sustainable investing.
11/13/2020
Total wealth management assets as at September 30, 2020 were $66.1 billion
11/13/2020
Only half of investment houses will still exist by 2030 as size becomes crucial to success, research predicts
11/12/2020
Outside of trending wealth management themes, California-based automated investment service firm Wealthfront claimed the top spot as the most mentioned company, followed closely by The Goldman Sachs Group and Bank of America.
11/12/2020
It is this commitment to innovation and excellence that has allowed the bank to become a key player in the UHNW space, and consequently to win such a coveted award.
11/09/2020
The report offers insights into the trends and best practices shaping multi-family offices (MFOs) across the globe — here is a glimpse into the key findings.
11/06/2020
Doyle Wealth Management acquired by Canadian firm
Strategically located in fast-growing Tampa Bay area, creating unique cross-border opportunity for Canadian retirees
11/05/2020
History In The Making: What Are The Trends Among Family Offices?
The U.S. played a significant role in the peace deal between the UAE and Israel.
11/05/2020
Financial Times Group Awards Northern Trust with Best Private Bank in the U.S. with Commendation for Thematic Investing
11/04/2020
The news comes about one month after Morgan Stanley said it was buying asset manager Eaton Vance for $7 billion.
11/03/2020
Many banks and asset managers are slowing hiring or laying off workers throughout the pandemic.
11/03/2020
Expect to pay upwards of $100,000 for citizenship of a Caribbean nation, or over double that for residency in an E.U. country like Portugal.
11/02/2020
Rivals cited as possible Wells Fargo AM suitors
Goldman, J.P. Morgan Chase said to be on list of potential buyers of money manager
10/29/2020
Prudence Urged As Families Transfer Wealth Ahead Of The Biden Blue Wave
Biden has announced several proposals to raise taxes on high-income people and businesses.
10/29/2020
New modules arm complex asset allocators with centralized investment research and analytics capabilities.
10/29/2020
They include actively-managed investments in government and corporate bonds across the spectrum of investment-grade and high-yield, geography and currency.
10/29/2020
Credit Suisse earlier this month said that Aventicum Capital Management, a joint venture with the Qatar Investment Authority, will close two groups of funds and return capital to investors.
10/28/2020
The new Morningstar Target Allocation Indexes aim to set a standard.