06/19/2018
Mercer Advisors Named a Three Time Finalist in the 2018…
Barton has established Mercer Advisors as one of the leading strategic RIA acquirers in the country and has built the M&A function to become a powerful growth engine.
06/19/2018
UBS Expects China to Ease Its Cash Crunch
“But I think risks are rising the further we get into this deleveraging phase.”
06/19/2018
RPT-Singapore's OCBC plans China wealth management business to boost profits
OCBC, Singapore’s second-largest listed lender, expects the launch of the wealth management business and the expansion of its banking presence in the Greater Bay Area to be a “new growth driver” for the bank, CEO Samuel Tsien said.
06/19/2018
UBS Group CEO on Puerto Rico: 'We could have done things better'
Ermotti said there were not obvious warning signs in the years prior to the UBS Puerto Rico bond funds imploding.
06/19/2018
Wells Fargo mulls combining wealth management divisions
During the bank’s investor day conference in March, Jon Weiss, head of wealth and investment management, said Wells Fargo is exploring ways to increase efficiency among the bank’s wealth businesses.
06/19/2018
Assante Wealth introduces philanthropic platform
The charitable giving program allows clients to incorporate philanthropic giving into their overall wealth plan
06/19/2018
Bravura updates wealth management platform
Sonata enables the efficient rollout of new functionality in a consistent and predictable manner that ensures our customers stay ahead of changes in the industry.
06/18/2018
UBS's Main Unit Is Upgraded at Moody's on Wealth Business
For comparison, Credit Suisse’s long-term issuer rating stands at Baa2 with a stable outlook.
06/18/2018
The predictive aspect of AI is expected to be a driver of transformative personalisation in wealth management
06/18/2018
Hawksford acquires Asian corporate service provider
This is the sixth acquisition that Hawksford has made since it was backed by private equity house Dunedin.
06/18/2018
The discussion took place at the Hubbis Asian Wealth Management Forum in Singapore on May 10.
06/18/2018
Swiss private bank woos local billionaires
Boasts of a 222-year history as a pillar in the global asset management industry, has looked to the Philippine market in search of opportunities to broaden its wealth base.
06/18/2018
"They recognize Nashville now as competition," Nashville wealth manager Stephen Frohsin said of Charlotte.
06/18/2018
“We are looking forward to attending the Money Marketing Awards and we would like to wish all our fellow nominees the best of luck.”
06/18/2018
Global economic growth is good news for investors, but it brings inflation with it which can have consequences for savers.
06/15/2018
French lender targeting expansion with hires over three years
06/15/2018
Investors are expecting the banks and wealth managers to do better and are demanding a more personalised and innovative investment offering, a more transparent and more systematic approach to the investment process.
06/15/2018
inancial Times Group Award Recognizes Transformative Impact of Goals Driven Wealth Management Platform
06/15/2018
The old model of pushing IPOs or junk bonds to clients who spend more time golfing than behind a desk doesn't cut it anymore
06/15/2018
Firm ‘ahead of target’ on goals a year after PrivateBank deal