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Wealth and Asset Management

10/14/2015

Rising affluence makes Singapore fertile ground for private banking, wealth management

OCBC Group says it expects its wealth management business to stay resilient, despite external headwinds, and is projecting continued annual double-digit growth for its assets under management.

10/14/2015

OCBC sees China driving wealth management business

OCBC Bank expects China to continue to be a key driver of the group's wealth management business, particularly given the country's plans to further deregulate its capital markets.

10/14/2015

Four Steps to a Thriving Wealth Management Practice

While the process can seem long and complex, advisors who lead their firms with conviction and embrace these four disciplines will achieve their goals much sooner than they think.

10/14/2015

New Barclays CEO Faces Early Challenge to Fix Wealth Arm

A push into wealth management could help towards growing the dividend

10/14/2015

VAM and Close Brothers AM launch cautious fund

The fund range is managed to the same strategy as CBAM’s discretionary funds of funds proposition.

10/14/2015

Investors Urge HSBC to Speed Up Change

Investors are growing impatient with the bank as its share price continues to slide

10/14/2015

$258M UBS team goes independent with Wells Fargo FiNet

Curtis Rach and Jud Crary join established practice in Irvine, Calif.

10/13/2015

Wealth manager chooses fund custodian

As a major market player with USD 6.1 trillion in assets under custody

10/13/2015

BNP Paribas launches APAC philanthropy program

Youngsters benefitting from the program will receive training and regular practice in one or more artistic fields for over three school years.

10/13/2015

Fund for the Circassians, 1864 - C. Hoare & Co

Manuscript of the Month

10/13/2015

Shortlist Of Potential Winners Of WealthBriefing, GCC Region Awards 2015

The event will be held at the Mina A’Salam in Dubai. Winners will be announced at the awards dinner.

10/13/2015

BNP Paribas Wealth Management: €6.5 billion in responsible investments, up 50% per year since 2010

BNP Paribas Wealth Management's SRI and Impact Investing products rely on a strategy that combines open architecture selection, expertise and innovation.

10/12/2015

Bank of America Sees Foreigners Rushing to Fund Spending by Indian States

State governments have control over land, water and electricity, making them essential to attracting investment.

10/12/2015

Deutsche Bank considers sale of life insurance unit

Deutsche Bank is waiting to hear how much capital the European Central Bank will require lenders to hold against risk from their insurance units

10/12/2015

Guggenheim Investments Recognized for Best Fixed Income Initiatives at WealthManagement.com Industry Awards

Guggenheim’s Timely and Relevant Fixed Income Commentary and Research Cited for Supporting Financial Advisor Success and Helping Clients Navigate Investors Toward Their Financial Goals

10/12/2015

Bellpenny makes it 32 buys after double swoop

Bellpenny has boosted its funds under management by over £150 million with the acquisition of two independent financial adviser.

10/12/2015

One in three IFA owners to retire within 10 years

The wealth management M&A race is set to be ratcheted up a notch with more than a third of IFA owners planning to retire within 10 years.

10/11/2015

Advisers struggle to provide the full range of services ultrawealthy clients need

Multifamily offices try to win the loyalty of multigenerational families of clients by offering a full menu of services

10/11/2015

Standard Chartered to axe senior jobs

A source said the bank is expected to slash about 1,000 positions, with redundant employees to be notified by the end of next month.

10/11/2015

Swiss bank private bank extends Formula E sponsorship

The series, whose commercial partners include French carmaker Renault and tyre company Michelin, races in cities across the globe and completed its first season in June this year.

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