06/29/2015
UBS eyes growing wealth management needs of China’s rich
Concerns about retirement and inheritance prompt well-heeled Chinese to consider more comprehensive ways to manage their money
Wealth and Asset Management
06/29/2015
Change in the air for Credit Suisse as Tidjane Thiam takes helm
Eyes on new chief’s master plan for Switzerland’s largest bank
06/29/2015
Fast-Track Green Card Program Swells With New Interest
Wealthy investors from Brazil, Russia and Vietnam are eager to get a foothold in U.S.
06/29/2015
Raymond James pair target charities with boutique launch
Raymond James’ branch principal Wayne Hayhurst and investment manager Paul Gavaghan are targeting advisers and charities through a new venture, two10 Asset Management.
06/29/2015
Towry revives £800m float plan
A schedule for the IPO is expected to be unveiled in the near future
06/29/2015
How wealth managers are trying to avoid another Lehman
Pain is a rarely used word in the lexicon of wealth management
06/29/2015
Investec Wealth & Investment partners with FEIFA
UK-based asset manager Investec Wealth & Investment has partnered with the Federation of European IFAs (FEIFA) to help the organisation’s members “meet their clients’ investment requirements”.
06/28/2015
No longer so secret, Swiss banks look to expand after purge
Swiss banks lost billions in assets in European tax crackdown
06/28/2015
A cloud hangs over the Masters of the Universe
The growth in asset management has created the risk of a liquidity illusion, says David Oakley
06/26/2015
Go East, Young Buy Sides
Tim highlights this week's BST coverage with an eye towards our latest meeting of the minds in Singapore.
06/26/2015
Consolidation game: Is wealth M&A set to accelerate further?
Robert Hare, managing director of pensions – wealth and stockbrokers, at Lloyds Bank Commercial Banking, says the recent wave of wealth management M&A is only the start of the sector's turnaround.
06/26/2015
Krawcheck to advisers: 'Middle-aged white guys' must help women get raises
At Morningstar conference, the former Merrill Lynch boss said gender pay gap is a key obstacle to retirement savings
06/26/2015
Women: An $11 trillion market for financial advisors?
Women control more wealth than most financial advisors recognize.
06/26/2015
The power of wealth management is pushing banks to hire more private bankers
MBA Jobs: Wealth Management Recruiting Surge Led By Asia
06/26/2015
No longer so secret, Swiss banks look to expand after purge
After billions of Swiss francs in withdrawals, recent figures from UBS <UBSG.VX> suggest the tide is beginning to turn.
06/25/2015
Maybank Private Wealth eyes regional expansion
The private banking arm of Malaysia's largest bank aims to rollout its Asian expansion this year, with the hiring of dozens of relationship managers, the opening of a London office and a new service in Singapore.
06/25/2015
StanChart CEO Bill Winters to shift power to regional hubs
Standard Chartered’s new chief executive is planning a structural overhaul
06/25/2015
Asia’s Wealthy Take On Risk in Pursuit of Returns
The greater appetite for risk means Asia’s rich favor high yielding stocks, private equity and commodities.
06/25/2015
Guernsey's fund industry saw growth during Q1 of 2015
It means the net asset value of all funds under management and administration in Guernsey now stands at £222.2 billion.
06/25/2015
U.K. Wealth Managers to Profit Most as Rates Rise, Liberum Says
Wealth managers including Hargreaves Lansdown Plc have the most profit to gain among U.K. financial-services companies should interest rates rise, according to investment bank Liberum Capital Ltd.