Within the global findings of this UBS report, it revealed a number of significant regional variations in how people thought about the impact of the pandemic, the outlook for markets and their priorities in life.
The appointment follows a number of C-suite departures from the European private banking house in recent weeks.
While Capgemini's 2020 report shows that wealth managers are facing an unpredictable period, it presents opportunities to build more agile and resilient business models.
The UK's finance minister set out his "Summer Statement" yesterday on how the government wants to help businesses, consumers and households weather the aftermath of the lockdowns. It drew a mixed response from a variety of commentators.
Perhaps unsurprisingly due to the massive economic disruption, figures provided to this news service show that these important liquidity events in North America and Western Europe aren't likely to come close to the levels attained in recent years.
The private banking house isn't ready yet to put more chips on the table, arguing that there is still some potential for earnings to disappoint. The firm is also positive on gold.
Setting its sights on the Australian market with new office openings this week, plus a fair weight of institutions using its digital banking platform, Dutch fintech Backbase talked to this news service about whe...
The office was set up in the Mayfair district of London three years ago, and the milestone for AuM has been achieved in the face of tough market conditions brought on by the global pandemic, the firm said today....
Within the global findings of this UBS report, it revealed a number of significant regional variations in how people thought about the impact of the pandemic, the outlook for markets and their priorities in life...
A number of the recruits previously worked at Credit Suisse. The business operates from London, Gibraltar and Dubai. ...
The latest in funds and investment news from across the world. ...
The private banking and wealth management sector in Europe and elsewhere is turning to outside consultants to manage professional social media accounts, as well as to improve chances of finding a job, hiring sta...
The know-your-client disciplines that wealth managers must adopt throw up a variety of challenges around data and handling of information. We talk to the firm smartKYC about its insights on this crucial area. ...
Drawing on the data from Highworth Research, with which this publication is a media partner, we look at the different property market experiences of family offices in Europe and elsewhere. ...
There is much talk in the wealth industry about the importance of talent management but what institutions work to develop the skills and aptitudes? Here is a list from organizations around the world. ...
Today’s changing market conditions provide the opportunity for financial professionals to reengage with clients and ensure that their investment approach, wealth accumulation, and succession plans are still th...