05/07/2017
Women Play Critical Role in Managing Family Wealth
High-net-worth women increasingly are in charge of family finances.
Wealth and Asset Management
05/07/2017
How to Get a Straight Answer About Adviser Fees
If you get a complicated explanation of how much you’re being charged on your investment account, it’s time to walk away, experts say
05/05/2017
Dutch trust company operator TMF again eying IPO
The company issued a similar statement in 2016 naming Goldman Sachs as adviser, but an IPO never materialised.
05/05/2017
Estera marketing team shortlisted for prestigious awards
The Citywealth Brand Management & Reputation Awards are due to be held in London on 15 June.
05/05/2017
Nordea Private Bank Shutters Zurich Office
The reasons for the closure are rising regulatory and IT costs in Zurich
05/05/2017
J.P. Morgan Renew Major Sponsorship At Lord's
J.P. Morgan has an option to renew further upon Lord’s being allocated matches in future years
05/05/2017
Close Brothers merchant bankers has acquired a legal loans provider
Close Brothers itself has been operating since the 1870s when it was setup by William Brooks Close to provide farm mortgages to Iowa farms as well as financing Alaska’s first railway line.
05/05/2017
Intesa Sanpaolo Profit Rises as Wealth-Management Fees Climb -- Update
The bank's shares rose 2.8% to EUR2.84 in afternoon trading.
05/04/2017
Knight Frank Wants Ultra High Net Worth Clients
To meet the growing demand Knight Frank Australia has now established a Prestige Residential Division to serve the ultra high net worth clients (UHNW) and added newly-created roles.
05/04/2017
NAB Wealth growth steady
The division comprises independent third-party advice, including mortgage brokers as well as more than 1800 aligned financial planners.
05/04/2017
UBS breaks ranks with push for mid-tier Asian millionaires
"For us, the sweet spot is high-net-worth clients with investable assets of between $2 million and $50 million," Jean-Claude Humair
05/04/2017
HSBC Sees Profits Fall
In February the London based but Asian centric bank, reported a much worse than expected set of full year results for 2016, marred by hefty writedowns and costs from its restructuring efforts.
05/04/2017
"UBS SmartWealth"
The film by Publicis London depicts the moments behind significant numbers in a man’s life, from birth to present day and beyond.
05/04/2017
UBS Aiming Lower?
The Zurich headquartered wealth giant has been here before.
05/04/2017
Tom Kalaris' boutique reveals board line-up after FCA gives green light
The business will operate as an independently regulated company.
05/04/2017
7IM reports tenth year of consecutive AuM growth
The firm also posted a 24% increase in the AuM on its platform but lost £340m of assets as a result of its decision to stop running institutional money.
05/04/2017
Profile: Rathbone's Glasgow boss on the road to £1bn
The firm’s move into Scotland’s second city followed rapidly on the heels of a major expansion in north east England, with the opening of an office in Newcastle.
05/04/2017
Challenges Facing Asia Pacific Families Tackled Singapore Event
In short, on getting the keys to the kingdom what needs to be updated, professionalised, bought or sold according to family risk tolerance, cost of funding and desire to retain control? And where do families need help?
05/04/2017
UBS CEO wants clarity at last on banking rules
Bankers don’t expect progress until at least the autumn
05/03/2017
JM Finn's discretionary AUM approach £6bn milestone
Chairman James Edgedale described 2016 as a year of two halves, with the majority of profits coming in the second half as market uncertainty was replaced by a quick pick-up in the wake of June’s Brexit vote.