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 change means that both the investment and wealth management arms of the US financial services group are now led by women. One of the largest asset managers in the world, BNY Mellon held $1.8 trillion in AuM as at the end of March this year.
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.
A new report from the Paris-based organization, which for years has campaigned against "harmful" tax competition and financial secrecy. FWR will not be published on July 3 for the US public holiday, and resumes on July 6.
The latest transactions and acquisitions in the North American wealth management industry. ...
The latest technology news in the wealth management sector from around the world. ...
This is the first time that a bank has been punished for business dealings with the disgraced and convicted sex offender, who died last year. The Jeffrey Epstein saga continues to cause waves because of his frie...
As life insurance is arguably an important wealth management tool in the US, this transaction is an example of a private equity business pushing into the space. ...
AFI has partnered with Vega Investment Technologies to develop the new offering, which is designed to cover a range of asset classes. ...
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. ...
Employee share-ownership structures, encouraged by tax and regulations in the US, are nevertheless not as widely appreciated as tools for handling business transfer and succession as they should be. An advocate ...
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. ...
A large supply of public and private companies in distressed and default situations should emerge over the next year or so. The question, however, is what are the risks of these types of investments and how shou...
A big question that businesses of all kinds face right now is when is the right time to return to an office, particularly if there can be legal consequences from such a step and subsequently hitting a problem ca...