09/19/2016
Three Operational Necessities For An Extremely Successful High-Net-Worth Wealth Management Practice
By mastering these three operational necessities, financial advisors can build significant high-net-worth wealth management practices.
09/19/2016
Revealed: the top investment strategies of high net worth individuals
The top investing strategies of the wealthy are to diversify, to seek advice and to know the fees on their investment.
09/19/2016
Fiona Le Poidevin, CEO of the CISE, said: “I’m delighted that once again we have seen significant growth in new listings.
09/19/2016
Last Friday’s first day of NYSE trading ended with Butterfield’s share price at $24.75, 5.3 per cent above the IPO price target of $23.50.
09/16/2016
We’re a boutique.
09/16/2016
Swiss private bank pursues tie-up talks with DZ Bank
The two banks gave few details, beyond saying there are "points of contact" between them which could benefit clients in Germany and Switzerland through country-specific capabilities.
09/16/2016
September issue of our Charities Briefing newsletter
09/16/2016
Changes to the government's super policy, unveiled this week
09/16/2016
The first private client solution incorporating the concept of Islamic charitable endowment
09/15/2016
Lights Camera Action - It’s the Oscars For Wealth Managers
In the competitive pursuit of capturing the attention of HNW and UHNW investors, wealth management is missing an opportunity. It’s a glaring miss. Almost an open goal-level miss.
09/15/2016
The top 9 skills private bankers need by 2021
The PwC surveyed 35 private wealth management organizations, of which 3,400 are front office practitioners, 2,000 are middle office and 2,200 back office practitioners.
09/15/2016
Swiss-Based Investor Enters Fray For UK's £4bn Green Bank
Contrary to earlier reports, the SDCL-led bid was not tabled ahead of a deadline on Monday but is expected to be later on Wednesday, according to Whitehall sources.
09/15/2016
Swiss privae bank still sees need for ‘high quality’ wealth managers in Asia Pacific
The bank already has more than 1,000 client advisors in this region, but the bank sees demand growing.
09/15/2016
Global search firm AP Group becomes an APSCo member
The membership was approved following rigorous application and verification process, and that reflects the firm’s commitment to highest standards of recruitment services to clients and candidates.
09/15/2016
Cim Global Business sponsors the South East Asian Private Equity Conference
Udit Gambhir, Managing Director of Cim Global Business, Singapore will moderate a session on direct & co-investments during the conference.
09/15/2016
Plenty of Work Awaits the Chairman of Bankers Association
He understands the problems of the private banks with his background as chairman of Vontobel.
09/14/2016
Ex-Merrill adviser team launches international-focused boutique
09/14/2016
Wealth manager to enter direct investing with new UK equity fund
The firm also said it would reallocate UK equity exposure from its existing multi-manager portfolios into its own offering at a “significantly reduced cost”.
09/14/2016
Managed by Benjamin Matthews, the portfolios will screen to exclude exposure to sectors such as tobacco and arms and include companies with clear social and environmental benefits.
09/14/2016
How UBS Plans to Reap 1 Billion Profit From Asset Management
The wider asset management unit is difficult for UBS' investors to grasp: management fees are usually steady