04/05/2017
Ex-Credit Suisse Trader's Hedge Fund Said to Gain 20% This Year
The market has to wait for a few more months for the tax reforms to be tabled.
Wealth and Asset Management
04/05/2017
The ANZ Bank has started a long goodbye to its wealth management business
A series of scandals has revealed that advice paid for wasn’t received and when it was given, some of it was of poor quality.
04/05/2017
Judith McGee, Chair/CEO of McGee Wealth Management named to Forbes 2017 List of the Top 200 Women Advisors in the Country
This esteemed accolade follows an impressive list of honors and accolades Judith McGee has received through her notable career.
04/05/2017
Crestbridge extends footprint to Bahrain
A full rebranding of Ohad is planned for later in 2017 to bring the business fully under the Crestbridge brand, said the statement.
04/05/2017
Wealth boutique signs up ex-Towry partner
He left Towry in October 2016 following Tilney's acquisition of the company.
04/05/2017
HK to launch private wealth management apprenticeship program for young talents
Hong Kong needs to attract new blood to expand the talent pool in order to sustain the success of its private wealth management industry
04/05/2017
Jupiter Asset Management takes on Milestone Group’s pControl for NAV oversight
We’re now very well equipped for the future and can focus on adding real value to our business and our clients.
04/05/2017
BlackRock's big funds cut commission rates for Wall Street research
The same pattern is true for other big BlackRock funds, according to a Reuters analysis of U.S. Securities and Exchange Commission filings from three of BlackRock's five largest funds.
04/05/2017
Sanlam Private Wealth: April Market outlook on asset class performance
Phil Smeaton, chief investment officer at Sanlam Private Wealth, offers a high-level view on individual asset class performance.
04/04/2017
Banking on growth in independent wealth in Asia
And some of the banks which seem to be a bit more committed to this segment are hiring more relationship managers specifically servicing IAMs and MFOs.
04/04/2017
Standard Chartered Private Bank to Increase Minimum Threshold
The impending shakeout is likely to see a flurry of departures of both bankers and clients who do not meet the coming criteria.
04/04/2017
We’re Not Here to Make Your Next $50 Million
He’s been in the city-state more frequently again and also across the whole of Southeast Asia.
04/04/2017
Robo-advisors now seeking high net worth clients
Robo-advisors are not just for younger folks who don’t have much money to invest
04/04/2017
Local lender partners with Swiss wealth manager
Supported by Lombard Odier’s expertise in family services, UnionBank’s ultra high net-worth clients will gain access to a full suite of family services
04/04/2017
StanChart to double minimum wealth for private bank clients
London-based bank to increase threshold of investable customer assets from $2m to $5m
04/04/2017
Raymond James Riles Some Recruiters with Pay Policy
The policy has nevertheless spurred predictable outrage from affected recruiters, even as it draws applause from executives at other brokerage firms.
04/04/2017
The City of London Wealth Management Awards 2017
Results are determined by an online public vote, marking the awards out as an independent and prestigious recognition forum for the winners
04/04/2017
Credit Suisse Tax Inquiry Puts Spotlight on Private Bank Model
Swiss private banks face multiple kinds of risk, including past and future.
04/04/2017
Role Is About Community Leadership
He has a head full of ideas and the professional experience to help him meet the challenge.
04/04/2017
Coutts launches online investment service
Coutts Invest is an execution only platform enabling clients to invest with an initial lump sum from £500, and regular contributions from £50.