08/20/2015
Profile: what tempted Brewin's Glasgow team over to Rathbones?
The old Victorian façade of the building in which Rathbones is planning its conquest of western Scotland cleverly hides the ultra-modern set-up inside.
Wealth and Asset Management
08/20/2015
Diary of a tax advisor: Working with wealth managers
KPMG private client advisory partner Jo Bateson on the challenges and opportunities of working with wealth managers
08/20/2015
Richardson GMP scoops up CQI Capital, plans relaunch of asset manager
This is an opportunity to gain access to really great money managers that are not available in Canada
08/20/2015
UBS’ Kathryn Shih Plays the Long Game
The Asia head of private banking knows that, like in golf, a deft touch is critical to grow and protect wealth.
08/19/2015
‘Dumped’ wealth management clients wooed with chocolates
Brewinsdirect boasts of a total cost of less than 1 per cent a year, while Nutmeg charges 0.75 per cent plus the funds’ own charges.
08/19/2015
S’pore bankers rattled by chase for undeclared funds
Singapore has committed to automatically start sharing information with foreign tax authorities from 2018
08/19/2015
$500M Barclays Team Goes Indy
Summit's six-member founding team said it partnered with Dynasty Financial Partners for the platform's integrated wealth management services and technology options.
08/19/2015
StanChart chief bemoans commoditised private banking
Standard Chartered's global private banking chief trumpets the benefits of a one-stop-shop bank, but Julius Baer disagrees.
08/19/2015
Morgan Stanley To Focus On Silicon Valley Wealth
To address this issue, Morgan Stanley Wealth Management’s Palo Alto Group announced a joint initiative with Nasdaq Private Market to help founders manage their equity ownership
08/19/2015
BMO Asset Management Inc. Announces Cash Distributions for BMO Exchange Traded Funds
Unitholders of record of the BMO ETFs at the close of business on August 28, 2015 will receive cash distributions payable on September 4, 2015.
08/19/2015
Nasdaq Private Market and Morgan Stanley Wealth Management to Launch Wealth Management Education and Services Initiative
New Program Will Serve Participants in Private Company Liquidity Programs
08/19/2015
The Currency-Hedged ETF Wars Are Upon Us
With billions of dollars at stake, the push is on launch currency-hedged ETF iterations of nearly anything.
08/18/2015
Wealth firm makes Darlington switch
Being in a prime location shows our intent on being at the top of our game
08/18/2015
Singapore bankers rattled by Asian moves to chase undeclared wealth
A global crackdown on tax evasion launched during the 2008 financial crisis has already forced Switzerland and other European offshore hubs to surrender their prized bank secrecy.
08/18/2015
FinanceAsia's Best Private Bank writeups
The rapid growth of highnetworth individuals in Asia has made the region a magnet for private bankers.
08/18/2015
Wealth management M&A to rise as competition heats up
A broad look at the UK’s wealth management sector reveals a fragmented industry with many smaller players still operating in niche areas.
08/18/2015
Morgan Stanley wealth management focussing on most-profitable clients for international business
The wealth management business will focus on accounts with at least $500,000 of assets, the person added.
08/18/2015
34 jobs going at Santander Private Bank in Jersey
It means the current workforce of 102 will be reduced to 68.
08/17/2015
Barclays recommends Developed Markets Equities
Barclays has announced its latest tactical asset allocation for investment portfolios with moderate risk tolerance.
08/17/2015
Malta home to 35 foreign Ultra-High-Net-Worth Individuals and two billionaires
The other billionaire remains a mystery.