09/21/2016
JPMorgan Chase partners InvestCloud for digital wealth management
The bank says that it will then release new features to enrich client interactions with advisors, and further personalise the integration of its market insights.
Wealth and Asset Management
09/21/2016
Wealth TALK 2016 - Risk & compliance - an inconvenient truth
Authorities around the world will start to consolidate and extend their powers of enforcement
09/21/2016
Onshore versus offshore - what's the right model?
We need to encourage a move towards more long-term portfolio management. This requires more understanding and education of customers.
09/21/2016
BoJ expected to disappoint again: Jorge Mariscal, UBS Wealth Management
They could ease further if they increase in quantitative easing and they could potentially hint that perhaps using fiscal policy more aggressively going forward.
09/21/2016
Striving for sustainability in Asian wealth management
On the one hand there continues to be growth in wealth in Asia.
09/21/2016
Julius Baer Responds to DiCaprio, 1MDB Questions
Who is mentioned in U.S. documents detailing what authorities allege was a billion-dollar corruption racket via murky offshore vehicles.
09/21/2016
Closing on the takeover of Valartis Bank (Liechtenstein)
Final implementation of recovery plans is expected in the fourth quarter of 2016.
09/21/2016
Saffery Champness : Forthcoming non-dom tax changes and other topical tax issues
The government’s latest proposals for taxing non-doms, and planning for the changes in the run-up to April 2017
09/21/2016
The Wealth Advisor of the Future
Wealth advisors of the future will look more like a general practitioner who calls on specialists when clients need it.
09/21/2016
Julius Baer’s Asia Revenue May Top Europe in 5 Years, CEO Says
Julius Baer is the fifth-largest private bank in Asia in terms of assets under management, according to a 2015 ranking by Asian Private Banker.
09/21/2016
Old Mutual Wealth reaffirms float plans as report claims sale option on the table
Announced managed separation in March
09/20/2016
Three Operational Necessities For An Extremely Successful High-Net-Worth Wealth Management Practice
investment advisors that convert to a well-managed wealth management practice can increase their incomes by 40 percent
09/20/2016
Credit Suisse: What's in Store for Swiss Asset Management
But the unit has also been beset by a series of reorganizations, prominent exits, and changes in leadership since the merger.
09/20/2016
Citibank Korea launches new wealth management platform
The service, which is available on mobile tablets and personal computers, also enables asset managers to monitor whether customers’ financial goals are on the right track on a real-time basis, Citibank Korea said.
09/20/2016
Robo-Manager - Diary of a Fund Manager
Financial markets had an indifferent week that turned uncomfortable on Friday. Equities and bonds ended down, with gold and oil marginally ahead.
09/20/2016
Binding Decisions: How Philanthropy Can Foster Family Unity
Affluent families are good at structuring their decision-making around investments
09/20/2016
Exprience Key To Successful Suggestion With $3.9 Trillion At Stake
The new Global Family Office Report by Campden Wealth, in partnership with UBS
09/20/2016
Coutts reduces mortgage pricing
Clients of Coutts are now able to benefit from lower rates across residential and buy to let mortgages.
09/20/2016
Schroders throws weight behind SVG management
Other major shareholders have indicated they will vote in favour of HarbourVest’s takeover.
09/20/2016
Old Mutual may shelve plans to list wealth management unit
Old Mutual boss Bruce Hemphill’s plans then current plans were to pursue a wider break-up, including demerging its wealth, asset management and emerging-markets units as well as South African-based lender Nedbank Group.