10/19/2016
HSBC PB signs client referral deal with Indosuez WM
The referral process will begin immediately.
Wealth and Asset Management
10/18/2016
Loyalty test is top priority at Deutsche Asset Management
Customer retention is a problem in the aftermath of 5 years of upheaval at the investment house
10/18/2016
CAIS Wins WealthManagement.com Industry Award for Hedge Funds/Private Equity
The CAIS team is honored to accept this award.
10/18/2016
Laserfiche Wins WealthManagement.com 2016 Industry Award
The awards recognize outstanding companies and organizations that support financial advisor success.
10/18/2016
KAMCO wins "Best Wealth Management Company - Kuwait" award from International Finance Magazine
The awards were presented to those who made a significant value addition to the industry through innovative products and services.
10/18/2016
Gopal Srinivasan, Narayan Seshadri acquire majority stake in IMMPL
Wealth management firm International Money Matters is focusing on building a platform to scale up its offerings while also reducing costs of the service
10/18/2016
UBS spending $1 billion on IT overhaul
UBS did not give an estimate for the savings envisaged.
10/18/2016
DZ Privatbank to Shutter Singapore Branch
The relationship managers at PBSG will switch to BoS and continue to be available for their clients, the company also said.
10/18/2016
Singapore private banks buck the declining trend in assets under management in Asia
The bank was previously ranked 8th.
10/18/2016
Rathbones Strengthens Charity Offer with New Fund Launch
The fund has been specifically structured for charities with the aim to deliver long-term capital growth and a level of income while employing a total return approach.
10/18/2016
Societe Generale Private Banking Wins Award For Customer Relationship Service & Engagement
This award celebrates an outstanding performance record in servicing wealthy clients, customer engagement and relationship management, the use of new technologies, social media and applications.
10/18/2016
Becoming a Yoda of wealth requires a deeper voyage into the galaxy of customer insight
Imagine if wealth managers could also master the techniques employed by companies like Netflix; leveraging detailed, real time client insight to anticipate their future product or service requirements.
10/18/2016
Stenham and Credit Suisse form CI wealth management arm
Stenham WM will also offer global custody and transaction services as part of a multi-asset class approach to private client investment management.
10/18/2016
Old Mutual Wealth prepares for demerger with tech head hire
Old Mutual Wealth has brought in a former Virgin Money tech director
10/17/2016
Pictet Brings First Global Bond Fund to the U.S.
Pictet is the subadvisor to the Ivy Targeted Return Bond Fund, launched earlier this year. As of the end of September, the fund has $102.4 million in assets.
10/17/2016
Life insurance used as wealth management tool
The majority of survey participants agreed that life insurance policy purchases rise with market uncertainty.
10/17/2016
Asian Wealth Management - Quarterly - Issue
The last 12 months have been particularly tough, and the challenges that firms face are mounting.
10/17/2016
Leeds-based wealth management company acquire London firm PQR
TPO was founded in Leeds in 2008 and launched its London base in 2013.
10/17/2016
STEP Isle of Man 2016 Annual Conference
STEP is the worldwide professional association for those advising families across generations.
10/17/2016
Harefield-based RGA joins Fairstone Group
Deal adds £65m funds under management