08/25/2015
Why London hedge fund managers don’t do Switzerland
For hedge fund traders, moving from London to Switzerland should have been a no-brainer.
Wealth and Asset Management
08/25/2015
BTG Pactual Chile Cuts 10 From Wealth-Management group
The firm announced the acquisition of Assicurazioni Generali’s Swiss private-banking unit BSI in July last year.
08/25/2015
Bahamas Financial Services Industry Continues to Target Asia’s Wealth Economy
The upcoming promotion includes a schedule of four events in four cities, starting with a Bahamas Landfall event in Beijing on October 29
08/25/2015
China capital opening is wealth manager 'game changer,' DBS says
As it readies for an eventual lifting of capital controls, DBS, Southeast Asia's largest lender, is studying ways to expand in China
08/25/2015
Wellian agrees investment tie up with £140m IFA
Management of the portfolios will be led by Wellian CIO Richard Philbin and investment director Chris Mayo.
08/23/2015
Bankers Play a Role as Family Businesses Contemplate the Future
Some family-owned private companies are taking advantage of the seller’s market, finding company valuation and deal terms too good to resist.
08/21/2015
Swiss-Asia expands to target growth in financial entrepreneurs
Swiss-Asia Financial Services (Swiss-Asia), a Singapore-based independent asset management company, said it plans to expand its operations to meet the rising demand coming from entrepreneurial finance professionals.
08/21/2015
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.
08/21/2015
Big Data's High Value Prods Major Wealth Managers Into Alliance
SPReD, otherwise known as Securities Product Reference Data, is expected to launch within six to 12 months, the Journal report stated.
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.
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