PBI London and Switzerland 2020 and what to expect
December 2020 brings two huge conference for the sector: Private Banking London 2020 and Private Banking Switzerland 2020. These conferences will be moving virtual for the first time and the...
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UBS touts 5G as “Next Big Thing” for 2021 investment opportunity
Investors looking for the “Next Big Thing” should seek opportunities in 5G, amongst others in fintech, greentech or healthtech, according…
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View More Sanne names new country head for Mauritius
Fund administrator Sanne has appointed Rubina Toorawa as the country head for Mauritius, replacing Peter Nagle. Meanwhile, Nagle will now serve as the managing director, global head of client…
Brewin Dolphin deploys client management system from Objectway
Wealth technology provider Objectway has delivered client management system for British wealth manager Brewin Dolphin. Part of the Objectway WealthTech Suite, the Client Lifecycle Management…
Bridgewater Associates founder to set up family office in Singapore
Hedge fund firm Bridgewater Associates founder Ray Dalio is reportedly planning to launch a family office in Singapore to manage…
Premier Miton profit slips weighed in by outflows after merger
Premier Miton Group, the newly merged wealth manager in the UK, has registered a fall in profit in its first…
Quilter International launches new offshore bonds
Quilter International has announced the addition of two new bonds to its offshore bond proposition – an International Wealth Bond,…
Brown Shipley appoints new head of London and International
Brown Shipley – a Quintet Private Bank – has appointed Elizabeth Weir as the new head of London and International…
Expert Commentary & Analysis
View MoreCybersecurity poses increased concern amid COVID-19 outbreak
Cybersecurity will become more of an issue to financial services institutions thanks to the increased usage of digital channels, as COVID-19 necessitates continued lockdowns and social distancing mandates. Implementing additional…
COVID-19: UK wealth managers must focus equity investors on the long term
The coronavirus pandemic has been the catalyst for global stock markets to crash. Declines in the FTSE 100 are mirroring the 2008 financial crash and wealth managers will be put…
Australia’s COVID-19 recession will heavily impact banks
The medical effects of COVID-19 on Australia are still building, with caseloads rising and likely to continue doing so for some time. GlobalData examines the effects of the global financial…
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Optimism over global economic recovery hits a low as May ends: Poll analysis
The global economic growth in 2020 has been eclipsed since the Covid-19 pandemic outbreak causing fears of looming unemployment and recession in a number of…
AI that delivers ROI
IN ASSOCIATION WITH SMARTSTREAM Whether it is familiar through movies, books, conferences or real-world applications, we are all acquainted with the concept of artificial intelligence…
Julius Baer rolls out digital assets service
Swiss private banking group Julius Baer, in association with crypto-bank SEBA, has launched its digital assets service. The pair collaborated…
Northern Trust delves deeper into blockchain with BondEvalue tie-up
American asset manager Northern Trust has struck a partnership to offer asset servicing and digital solutions to the blockchain-powered bond trading…
Forward thinking robo-advisors go back to basics
Increased competition within the online wealth management, or robo-advice, industry is ongoing. The cutthroat climate has now led another robo-advisor…
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COVID-19: Despite the virus, Italy’s retail wealth is remarkably stable
The economy in Italy has been shrinking for several years, having a negative impact on the country’s savings and investment market, now Covid-19 is affecting retail wealth. However, Italian investors’…