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.
Wealth and Asset Management
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.
04/03/2017
Pictet takes top spot in R&M survey
While these are the same front-runners as in 2016’s results, both saw a dip in their scores.
04/03/2017
‘Brexit is going to be a mess for UK wealth management’
Fears rise that the £825bn industry will be cut off from European investors
04/03/2017
Citigroup’s drop in branch rankings highlights move upmarket
Lender falls out of the top 15 banks by branches in the US as it chases wealthy
04/03/2017
This small bank is now trying to hire from UBS in Asia
A bank like Sarasin, which isn’t listed, has more flexibility on pay.
04/03/2017
PraxisIFM Aquisition Will Enable Further Growth
The group has around 300 staff across 10 jurisdictions.
04/03/2017
Equiom expands into Japan
Fifteen team members from Solid Japan will join the Equiom team