03/24/2014
Middle East HNW's lack awareness on diversification
Although the very rich in the region have a strong appetite to grow their wealth, many of them still lack the awareness of the importance of diversifying their assets
03/24/2014
Safra's Swiss Private Bank Targets Growth After Sarasin Merger
Clients assets under management were CHF 131.4 billion at 31 December 2013 compared to CHF 129.6 billion at 31 December 2012.
03/24/2014
Global real estate attractive, avoid risks of downdraft after long run of high returns
03/24/2014
Global developments in the information exchange arena, together with evolution within wealth management strategies, and structures in growth markets around the world are set to form the focus of the Jersey Finance Annual Private Client Conference in Londo
03/24/2014
Major firms boosted payout for their top managers last year as they place more emphasis on advice division.
03/24/2014
Nerine secures two private wealth clients moving away from bank-owned structures
There is an increasing trend in the trust sector for private clients, looking to secure their wealth for the future, to seek out independent fiduciaries not ties to a parent bank
03/23/2014
UK retirees will no longer be compelled to convert their retirement savings into an annuity contract.
03/23/2014
Pinnacle Private Wealth, a Woburn-based firm which provides customized wealth strategies for businesses and individuals, has merged with Wachusett Wealth Management of Leominster.
03/21/2014
BNY Mellon Wealth Management Named Top U.S. Private Bank and Top Private Bank Serving Family Offices
The London-based trade publication serving the wealth management and family office industry announced the awards at its inaugural gala dinner on March 13.
03/21/2014
Macquarie Private Wealth says global investors are feeling confident about the world's growth prospects this yea
03/21/2014
BMO's private banking operations in Asia acknowledged for innovative products and services, ability to meet client and business needs, and comprehensive financial and investment solution
03/21/2014
Deal marks 17th acquisition by IFA consolidator
03/21/2014
Morgan Stanley today announced that four UK-based charitable organisations will benefit from the Firm’s first UK Strategy Challenge.
03/21/2014
‘We are selectively recruiting investment professionals to try to capture flows
03/21/2014
But several lenders are taking the hand-holding business to a new level.
03/21/2014
Sanlam Private Investments (SPI) has created a new company to which professional connections can outsource their clients’ wealth management through a joint venture approach.
03/20/2014
The global financial crisis forced the wealth management industry to reconsider long-held tenets about portfolio construction and the role of strategic asset allocation.
03/20/2014
National Australia Bank Ltd. expects to recoup lost wealth management market share in two years by selling more retirement products and making better use of the bank’s retail network.
03/20/2014
UBS eyes independent space
The firm has been expanding its product offerings and has considered an acquisition as independent firms move to compete for ultrawealthy clients
03/20/2014
The private banks that are hiring in Asia right now
If you’re looking for a job in Asian private banking but you’re sick of working for a major multinational, both boutique European firms and expanding Asian banks are staffing up on relationship managers in Singapore, the region’s private