06/11/2018
Heirs of Heirs of Heirs of Heirs Love Dynasty Trusts
People from across the U.S. can open dynasty trusts in these states, and top wealth planning firms say they’re doing so.
Wealth and Asset Management
06/11/2018
It’s Billionaires at the Gate as Ultra-Rich Muscle In on Private Equity
In an era of hyper-affluence, JPMorgan and Credit Suisse cater to a super-exclusive class.
06/08/2018
Canaccord cracks UK wealth top 10 with Hargreave Hale buy
Canadian parent Cannacord singled out the performance of the UK division, saying it had produced the 'most substantial’ contribution to its global wealth management operations.
06/08/2018
Falcon Private Bank's Vicious Cycle
Keller is losing one key top executive and private banker after another, while trying to stanch Falcon's losses and roll out the bank's new strategy.
06/08/2018
Canaccord Genuity Group Inc. Announces a Proposed Increase in the Ownership of its Australian Business
Agreement positions the Company and its shareholders to capture a greater share of activity in the region and further strengthens alignment of partners and employees
06/08/2018
UBS Suffers Asset Outflow in Second Quarter
We expect them to be higher this quarter,» said Gardner. U.S. customers are currently paying their tax bills.
06/08/2018
Filipinos need risk, wealth management services: consultant
The group, being an independent family business for generations, also specializes in advising companies in terms of successions.
06/08/2018
Investec Asset Management expands into Portugal
The company has approximately €119bn in assets under management.
06/08/2018
Wealthy investors attempt to cash in on class action lawsuits
Normally the preserve of large institutional investors, company pension schemes and insurance companies, funds in this area are occasionally open to private investors.
06/08/2018
Invesco fees row is a tragedy for shareholder democracy
Retail investors are the biggest shareholders, but their voice is unlikely to be heard
06/07/2018
UBS Veteran Not Going Anywhere
Raphael has risen like a phoenix from the corporate ashes. How?
06/07/2018
A $220-billion manager says 2018 is good year for stock pickers
Asian stocks fell again in May, with the benchmark MSCI Asia Pacific Index dropping 1.2 per cent to erase its gains for the year. Stocks such as internet giant Tencent Holdings Ltd., which drove the rally last year when it more than doubled, are posting m
06/07/2018
How Top Wealth Advisor Louise Gunderson Pulls In Millennial Clients
Gunderson’s team of eight serves 220 families and has $779 million in assets under management.
06/07/2018
Why Asia could continue to surprise investors going forward
Veteran investor Matthew Dobbs highlights the tailwinds undergoing Asia as the region continues to benefit from synchronised global growth.
06/07/2018
UBS said to be cutting asset management jobs amid China pivot
The unit had 2,361 employees at the end of March, according to UBS filings.
06/07/2018
Charles River Receives WealthBriefing Asia ‘Best Portfolio Management’ Award for 2018
Charles River’s wealth management solution supports a broad range of investment products across the entire investment lifecycle.
06/07/2018
Warburg Pincus to acquire Spanish online wealth management firm Self Bank
Warburg Pincus has teamed up with Javier Marín Romano to acquire Self Trade Bank S.A.U. from Société Générale’s Boursorama subsidiary. No financial terms were disclosed. Madrid, Spain-based Self Bank is an online w
06/07/2018
Firms open door to MPS expansion
For John White, the CEO of Sanlam UK’s wealth division, the two services are an easy fit, with financial planning the natural starting point for looking after clients.
06/07/2018
Swiss bank Lombard Odier in talks on Saudi partnership
This week the Swiss wealth and asset manager launched its first sharia-compliant investment offering.
06/07/2018
German giant boosts Swiss business and plans further expansion
It also plans further acquisitions.