Virtualisation, alongside the increasing use of data and digital functionality and services, is vital to future-proofing the family office. This has never been more apparent than now, when advisers must manage complex relationships remotely, and at a time when investors everywhere face significant challenges, says Yaela Shamberg.
The investor and corporate services provider IQ-EQ has expanded its family office line of business with a new “dedicated and holistic” branch.
The coronavirus pandemic has created unprecedented challenges for the global economy and businesses have been compelled to cope with challenges that a mere few months ago were simply unimaginable. Asset and Wealth Management firms are no exception to this economic anomaly. So how is this industry, that excels at problem solving, coping now that it is no longer ‘business as usual’ and as it faces ‘once in a generation’ economic challenges?
Michelle Lopez is about to cap off her first year as the head of Australian equities at Aberdeen Standard Investments. She shares with Kanika Sood the journey that got her there and the challenges facing women in funds management.
Retirement solutions provider CEO to step down as rumoured contender for FCA top job stays in Hong Kong
Former IQ-EQ, Citco fund services veteran joins up with Dutch-headquartered fund administrator.
The COVID-19 pandemic might have decimated portfolio values around the world, but that didn’t stop bankers to the ultra-rich from turning a tidy profit.
The Covid-19 crisis is giving advisors the opportunity to help clients pandemic-proof their portfolios, according to two investment managers interviewed by Financial Advisor.
The timing of Iqbal Khan’s arrival at UBS, the world’s biggest wealth manager, late last year could have been very unfortunate — the Covid-19 pandemic struck just three months after the high-flying Swiss private banker took up his new top job
Wilmington Trust, a leader in institutional trust services and the first financial institution to launch searchable tickers for collective investment trusts (CITs), recently hosted a webinar and launched a new whitepaper to highlight the advantages of CITs for advisors working with sponsors of defined benefit and defined contribution plans – particularly 401(k) plans.
