11/10/2022
Wealth management – the fat years are just beginning
But that doesn't seem to change the forecast that the wealth of wealthy individuals and families will continue to grow in the coming years.
Wealth and Asset Management
11/10/2022
Vontobel confirms strategy and targets
Vontobel believes that real interest rates are likely to remain in negative territory at least for the foreseeable future, boosting the need for professional advice.
11/10/2022
China is the Only Major Market to Record UHNW Growth
Within the broader region in Asia, the UHNW population fell 3.9 percent to 116,080 individuals with total wealth shrinking 10.5 percent.
11/10/2022
Wells Fargo Draws $2.6B Advisor Team from UBS
Brothers Andrew Perry and Todd Perry and several colleagues joined Wells Fargo in New Jersey.
11/10/2022
Vontobel Bids Farewell to Private Clients in Hong Kong
Vontobel launched a private client business in Hong Kong eight years ago, at a relatively late juncture.
11/09/2022
British financier Evelyn de Rothschild dies aged 91
Businessman expanded the family bank and advised the late Queen Elizabeth on financial matters
11/09/2022
Indosuez Wealth Management’s Arjan de Boer on Encouraging and Developing ESG Adoption in Private Client Portfolios
He joined a lively and insightful panel discussion on September 14 at the Hubbis Investment Solutions Forum in Singapore. We have summarised some of his views in this short review.
11/09/2022
Macquarie Asset Management acquires prime Polish logistic facility
The prime property is targeting an ‘Excellent’ rating under BREEAM’s sustainable building certification scheme and is 100 per cent leased to a leading European logistics operator.
11/09/2022
Quilter closes gilt fund after MPS ditches UK govt bonds
The Quilter Investors Gilt Index fund will close later this month after being dropped from the advice giant’s model portfolio service.
11/09/2022
Evelyn Partners and Anthony Joshua’s 258 MGT launch new financial advice programme for boxing professionals
Evelyn Partners has a strong record of offering market-leading financial advice and planning to sportspeople.
11/09/2022
Why Advisors Fail To Connect With Key Groups Of Clients
When it comes to serving the needs of high-net-worth individual (HNWI) investors, new client segments are emerging, but many wealth management firms are not connecting with the next wave of clients.
11/09/2022
Geneva private markets specialist obtains collective asset manager licence
The collective licence is required to manage the assets of occupational pension schemes, with a few exceptions.
11/09/2022
Close Brothers opens Birmingham branch
The launch into Birmingham follows a series of key hires across the Midlands.
11/09/2022
GenTwo partners with Apex Group’s EDB for global banking and paying agency solutions
GenTwo’s partnership with Apex Group’s EDB’s services, expand GenTwo’s offering with the provision of XS ISINs, marking another unique offering from GenTwo’s securitization platform business and an important step on the way t
11/08/2022
Why one large wealth manager is returning to bonds after years away
The recent forced selling came from nowhere, but the market has had some reassurance from central banks
11/08/2022
Charles Stanley unveils international trading tool
‘Access to global investment opportunities is an important component of any diversified portfolio’
11/08/2022
Hana Bank Picked as Best Private Bank in Korea
Hana Bank expressed gratitude to customers, saying that its asset management services would be further expanded to better cover their every age period.
11/08/2022
UBS Expands Into ‘Brazilian Texas’ to Reach Newly Minted Millionaires
Another will open this month in Recife
11/08/2022
LGT Wealth Management strengthens international services for Financial Advisers as demand rises
Olivia joins from Quilter Cheviot where she spent five years as an Investment Manager within the Managed Portfolio Services Investment team.
11/08/2022
Wealth boom sparks private banking rush to UAE
A high oil price has boosted domestic business and family office riches, while turbulence in other wealth hubs is attracting talent and investors to the region at a rapid rate.