All articles by BBR Staff
BBR Staff
BNY Mellon’s Wealth Management Group names new Senior Wealth Strategist
BNY Mellon’s wealth management business has appointed Justin Miller to the position of senior wealth strategist for investment management.
Wealth managers’ profitability decline in Q2: ComPeer
Higher investment-management fee combined with limited increase in asset values led to reduced commissions causing wealth managers’ profitability to decline slightly in the second quarter, says ComPeer.
Increase HNW clients with options usage, study finds: RIS 2011
At the fourth annual Retirement Income Symposium (RIS), Eric Cott of the Options Industry Council, an organisation created to educate investors and their financial advisors about the benefits and risks of exchange-traded equity options, advocated strongly for options usage among wealth managers.
ARIA selects SEI Global Wealth Services as strategic partner
ARIA Capital Management has selected SEI as its strategic partner to support the discretionary investment management services through its Global Wealth Services solution.
Risk management tops Asian institutional investors’ concerns list: Pyramis
Pyramis Global Advisors, a Fidelity Investments company and institutional multi-asset class investment manager has published a survey that reveals that Asian institutional investors are looking at the risks associated with above average market volatility and a low return environment.
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SunGard introduces wealth management mobile solutions
SunGard has launched a wealth management mobility strategy with the creation of several mobile applications that help advisors and retirement specialists enhance client satisfaction and retention.
Death, taxes and retirement top concerns for HNW clients, according to RBC survey
The transfer of wealth at death, minimization of taxes, and financial needs during retirement were identified as the top three concerns of high net worth (HNW) clients in a survey by RBC Wealth Management.
Amended Financial Law 2011 simplifies French wealth tax
The French government to amend the Financial Law passed a bill that has simplified the wealth tax of the country, which will be implemented from 2012.
Asia-Pacific HNWIs to invest more in equities, trim exposure to property
High net worth individuals (HNWIs) in Asia-Pacific are expected to invest more in equities and fixed-income instruments next year and trim their relative holdings of real estate by 20%, according to the 2011 Asia-Pacific Wealth Report released by Merrill Lynch Global Wealth Management and Capgemini.
European personal bankers bonuses dwindle: Reuters
The pay of personal bankers in Europe has dwindled significantly over the period of time as they are paid much smaller bonuses by their employers, as the firms are struggling to cope up with rising regulatory cost and a prolonged decline in client revenues, according to a report published in Reuters.