10/20/2015
South Africans: save by investing abroad – Sable Wealth
Investment fee prices in the UK seem to be half of those in SA – Mike Abbott.
Wealth and Asset Management
10/20/2015
Wells Fargo and Credit Suisse U.S. Private Banking Announce Exclusive Recruiting Arrangement
The wealth management business is a major area of growth and focus for Wells Fargo, and over the last decade, we’ve grown in size and stature.
10/19/2015
Isle of Man named Best International Finance Centre
Last week saw the 16th Professional Adviser International Fund and Product Awards.
10/19/2015
New Citi Wharton Global Wealth Institute to launch in Philadelphia and Beijing
Wharton School Dean Geoffrey Garrett said the global nature of this program exemplifies their goal to be the best business school for the world.
10/19/2015
In difficult quarter, Morgan Stanley wealth makes its mark: CEO
In a difficult trading quarter, wealth management contributed almost 47 percent of Morgan Stanley's total revenue, up from about 43 percent a year earlier.
10/18/2015
Credit Suisse's Thiam set to show hand as CEO
Expectations remain high for Thiam after news of his appointment in March sent the bank's shares soaring almost 8 percent.
10/16/2015
Swiss Investment Banks Pushing Out Russian Clients – Report
UBS denied to Forbes that it had imposed a fee on any Russian clients, but said its guidelines stipulated a minimum deposit of $5 million to ensure profitability.
10/16/2015
Tycoons To Back Wealth Firm Amid Legal Row
Ms Dauriac-Stoebe and Signia are now suing each other following her sudden exit from the firm nine months ago.
10/16/2015
Wealth Management Revenue Up at U.S. Bank in 3Q
The bank's wealth management and securities services are delivered through five distinct businesses, including U.S. Bancorp Wealth Management.
10/16/2015
HNW Planning ramps up high-touch advice with netwealth managed accounts
They already have the infrastructure which matched what we wanted and this managed accounts complements what we are already doing with our 'guided portfolios'.
10/16/2015
Ex-Coutts and Morton Fraser directors launch SJP-backed boutiques
The firm will launch as a partner practice of St James’s Place, covering the South West of England.
10/16/2015
UBS Scores Three-peat as Asia’s Top Private Bank
Assets managed by Asia’s private banks jumped 12% to $1.5 trillion with global firms dominating the rankings
10/16/2015
Brewin’s Martin expects continued growth in Scotland despite departures
In January, six staff members, including three divisional directors, exited Brewin’s Glasgow office to launch a new Scottish hub for rival Rathbones.
10/16/2015
DBS ranked 8th largest private bank in Asia-Pacific
DBS' acquisition of Societe Generale's Asian private banking business last year added considerably to its AUM
10/15/2015
SYZ extends its investment offering
A modern private bank has to continuously meet the needs of its clients and offer them viable and high-performing solutions.
10/15/2015
Wealth Management Group Launches family wealth advisors unit
Family Wealth Advisors will also offer specialized services to address many of the issues and challenges families face
10/15/2015
Four Capital Sources Are the Key to Lasting Wealth
True wealth is about more than dollars
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.