A report by Cornerstone, the wealth management organization, has pulled together data showing that women-owned businesses, including those involving people of color, have grown faster and delivered more employment growth in relative terms over the past decade. These findings are highly relevant in life after the pandemic.
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.
The firm has appointed a new CFO; the current holder of that role focuses on client and fund accounting, treasury and capital markets. As a result of its growth and complexity, the business has adjusted its mode...
The latest in funds and investment news from across the world. ...
The latest transactions and acquisitions in the North American wealth management industry. ...
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 latest transactions and acquisitions in the North American wealth management industry. ...
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...