10/28/2015
Emirates NBD named Outstanding Private Bank Middle East by Private Banker International
Bank also highly commended for Outstanding NRI/Global Indians Offering
Wealth and Asset Management
10/28/2015
The Evolution of Family Offices
Family office services are now accessible to a larger spectrum of wealthy individuals and families who previously would not have benefitted from it.
10/28/2015
Barclays launches football event to promote wealth management
Barclays has launched an initiative to showcase its investment insights and create debate over wealth management.
10/28/2015
Stifel CEO: Departing Barclays Advisors ‘Were Already Well on Their Way’ Out
When completed, these deals are expected to grow Stifel's advisor ranks by nearly a third.
10/27/2015
Morgan Stanley Private Bank, National Association Receives an Outstanding on its First-Ever Rating from Office of the Comptroller of the Currency for Community Reinvestment Initiatives
We will continue to leverage our capital markets expertise in support of innovative development programs
10/27/2015
Former Wellian boss launches consultancy
He stepped down from Wellian in May following the acquisition of the company by Harwood Capital Management.
10/27/2015
Baring Asia Completes Deal to Acquire Majority Stake in Vistra Group
“Our partnership with Baring Asia brings a new and exciting chapter for the Vistra Group. With their support, we can continue the success and growth of the firm to the satisfaction of our clients, our employees and our shareholders. We very much lo
10/27/2015
Winners of Spear's Wealth Management Awards 2015 announced
The awards, in association with Gaggenau, celebrate the innovations and successes of entrepreneurs, philanthropists, private bankers and more
10/27/2015
Aberdeen Asset Management boss confirms “no plans” to step down
The company issued a strong denial of the claims
10/27/2015
Former wealth management adviser spills the beans on the super rich
Users on questionandanswer site Quora wanted to know just what it’s like to be up close and personal with the extremely wealthy.
10/27/2015
J.P. Morgan Loses CEO of Chase Wealth Management
The CEO of Chase Wealth Management has left under mysterious circumstances two years after being named to the post.
10/26/2015
Reports Aberdeen Asset Management is up for sale are strongly denied
In a note to investors, Peter Lenardos, managing director at RBC, acknowledged the firm was “in a weak position, hampered by ongoing net outflows that are having an adverse impact on profitability”. But he said a sale process “would be a
10/26/2015
Standard Chartered winding down equity derivatives business
Standard Chartered will phase out the businesses in January after exiting from institutional cash equities, equity research and equity capital markets
10/26/2015
Swiss private bank placed in bankruptcy by FINMA
FINMA was obliged to take this measure as the bank is at risk of becoming overly indebted.
10/26/2015
RIAs Increasingly Return Customers to M&A Buffet
With M&A activity tracking to record-breaking highs in 2015, a majority of buyers are repeat customers.
10/26/2015
General Atlantic to invest $173 mln in Indian wealth manager
U.S. buyout group General Atlantic has agreed to buy a 21.6 percent stake in India's IIFL Wealth Management for 11.2 billion rupees ($173 million), the first private equity investment in the country's fast-growing wealth management business.
10/26/2015
What a Raymond James Deal With Deutsche Could Mean, And Cost
But those advisors are big producers in large markets where Raymond James has a small presence.
10/25/2015
Deutsche splits asset and wealth management
It will be an independent unit within the bank’s private and business clients division.
10/24/2015
BRI Wealth Management’s top value funds for a choppy market
BRI Wealth Management’s Dan Boardman-Weston tells FE Trustnet which funds he thinks look particularly attractive at the moment and why value funds might be the best way to achieve growth.
10/23/2015
The implications of the UK’s clampdown on non-doms
The single family office, which provides a range of services to wealthy families, may be under threat, according to King-Christopher.