09/09/2016
Julius Baer Takes Bankers From BSI for India Business
The four are Prashant Goel, Shagun Tyagi, Sanam Budhrani and Reena Badlani
Wealth and Asset Management
09/08/2016
Are You a Rich Lawyer? You May Not Be Rich Enough for J.P. Morgan
Attorneys are among the clients most affected by the private bank’s recent decision to double its minimum to $10 million in investible assets
09/08/2016
OMGI to merge income fund into Generation range
The Cerilium fund has an ongoing charges figure of 1.24 per cent while the Generation vehicle charges 1.18 per cent.
09/08/2016
Which private bank has a winning strategy in Asia?
The changing nature of the industry, the clients and the market are, however, making it more challenging for the banks to beef up their offerings.
09/08/2016
HSH Princess Marie von Liechtenstein is a passionate oenophile
We host wine tastings with LGT’s private banking clients.
09/08/2016
Wealth management industry needs to innovate to stay relevant, says Nutmeg co-founder
Nick Hungerford, co-founder of investment management company, says wealth managers need to "generate relevance".
09/08/2016
Three Trends Impacting The Practices Of Wealth Managers Focused On Cultivating The Affluent
It is important to be aware that these trends are structural and, consequently, unavoidable.
09/08/2016
CS: From Billions in Write-Downs to Top Management
The appointment raises a series of questions.
09/08/2016
Citibank Indonesia Targets Young, Wealthy Customers
Citibank Indonesia, seeks to tap into the country's increasing middle class through the newly-launched Citi Priority service for young professionals
09/08/2016
Falcon CEO to Clean Up in Singapore
Falcon Private Bank. The new CEO is making it his first priority to help clear up the problems the bank faces in Singapore.
09/08/2016
Wealth management firm acquires pension admin firm in £2.2m deal
A further £1m cash sum will be payable after two years, based on growth targets being met.
09/08/2016
Hitting a Home Run on client engagement
When I travelled to the West Coast this summer, my intention was to have a few weeks respite from HNW client engagement.
09/07/2016
Three options for ANZ Banking Group's Wealth business
The analysts said ANZ's wealth division was a good asset with 1500 aligned planners and one of the largest distribution forces in Australia.
09/07/2016
Hargreaves Lansdown unveils record results as boss quits
Stockbroker unveils record results as chief executive reveals plan to quit next year
09/07/2016
Sergio Ermotti: UBS to Cut Jobs in London
UBS may shift as many as 1,500 jobs from London to other regions of Europe following the decision by voters in the U.K. to leave the European Union.
09/07/2016
Schroders joins European financial adviser association Fecif
Our members understand and significantly appreciate the true value of this.
09/07/2016
Rowan Dartington to offer DFM services to int’l advisers
To head up the new operation, Rowan Dartington has hired Stephen Kevan from ABC Capital Markets in Mauritius
09/07/2016
Questions raised over the value of fund performance fees
The fees are usually in the high double digits and are added to fixed management charges as a percentage of total assets.
09/06/2016
Bringing needs-based solutions for Asia's wealthy
From most perspectives and in many aspects of the wealth management business, Asia offers significant potential to all types of service providers – assuming they can get their propositions right.
09/06/2016
Swiss bank Julius Baer questioned over dealings with DiCaprio
The Leonardo DiCaprio Foundation does not fulfil the usual transparency standards for environmental and human rights charities.