08/10/2018
Wealth manager to add £350m after founding CEO’s exit
Factors behind UK advice firm chief’s departure, his legacy and the company’s plans without him
Wealth and Asset Management
08/10/2018
Falcon PB shuts down Swiss strategy
Commenting on the closure, the spokesperson said the private bank is constantly optimising its funds portfolio
08/09/2018
Wealth Advisory for the Truly Wealthy
Proactive, in-depth estate planning presents a far greater potential value for families of wealth than investing.
08/09/2018
Gerald Mathieu: «My Job is to Recruit in Switzerland»
Under CEO Jes Staley, a former long-standing J.P. Morgan banker who briefly sat in UBS' board, Barclays has laid out the detail of its private bank.
08/09/2018
Private Banks Are the New Hedge Funds
UBS WM with $2.4 trillion touts relative value for late cycle
08/09/2018
Mattioli Woods forks out £4m for Midlands advice firm
Broughtons’ management team will be retained by Mattioli Woods following the acquisition.
08/09/2018
Private banks enhance digital infrastructure in Asia
The trend of digital transformation in the private banking space will not reduce jobs
08/09/2018
BTG Pactual wealth and investment assets soar over 30%
‘We had a remarkable performance, especially in terms of asset gathering,’ said chief financial officer João Dantas during the reporting call.
08/09/2018
Why private bank clients are going global, yet specialising
The Asset announces winners of the Private Banking and Wealth Management Awards 2018
08/09/2018
Guernsey launches Private Wealth Forum
STEP Guernsey Chair Adele Perrot, of Butterfield Group’s wealth structuring team, said the event would showcase Guernsey’s strengths, build stronger awareness of the island, and engage directly with valued contacts in London.
08/09/2018
Barclays Wealth Asset Management decided to change its name
“Barclays is committed to meeting the needs of wealthy clients and those aspiring to become wealthier."
08/09/2018
Ex-UBS Brazil WM exec launches indie advisory firm
The firm received the green light from Brazil’s market authority about a month ago, according to regulatory records.
08/09/2018
Ultra-High Net Worth Need Advisors Who Know How Investments And Taxes Interact
It specifically requires an ability to marry the investment world with the tax ecosystem in a quest to maximize after-tax returns and make investing in such strategies a worthwhile endeavor.
08/08/2018
Taking over the helm
With millennials getting ready to be in the driver seat, our panellists talk about the challenges faced in succession planning
08/08/2018
Deutsche Bank Wants U.S. Wealth Managers Who Can "Grow Big Books"
Patrick Campion tells the paper he was given a green light by Deutsche’s new group chief executive Christian Sewing to “grow, grow, grow.”
08/08/2018
How Regional Banks Do Wealth Management
The bank’s wealth management group then meets with clients monthly or semi-annually for reviews, and welcomes additional interaction as well, seeing it as an “opportunity,” Jervis tells the publication.
08/08/2018
Family Wealth Firms Increase Healthcare Services Role
As we all live longer, families are being challenged to adjust their plans to keep pace,” commented Thomas R. Livergood, Family Wealth Alliance Founder and Chief Executive Officer.
08/08/2018
Multi-family office adds eight highly experienced leaders
He had been at the helm of Ascent Private Capital Management, U.S. Bank’s ultrahigh-net-worth business, since 2010 when he was hired to launch the unit.
08/08/2018
AMP wealth arm leaked $873 million in first half
AMP's wealth management arm, which includes its superannuation and platform products, saw net outflows of $873 million in the first half of 2018.
08/08/2018
SunTrust Private Wealth Management Expands
The new Ohio locations are the latest examples of SunTrust Private Wealth Management expanding into new markets.