12/19/2019
IQ-EQ shortlisted across three categories in Citywealth Magic Circle Awards
The Magic Circle Awards aim to celebrate the elite of the private wealth industry.
Wealth and Asset Management
12/19/2019
HSBC Singapore launches wealth management solutions
HSBC Structured Product Online Platform: An online solution offered to accredited investors to invest in structured products offered by the bank.
12/19/2019
Ocarian shortlisted twice in Citywealth's Magic Circle Awards 2020
The annual Magic Circle Awards identify the best advisers and managers in the global private wealth industry.
12/19/2019
Geneva family office and wealth manager merge
Our group intends to play an active role in the consolidation of independent management
12/18/2019
Wealth Taxes Don’t Reduce Inequality
There are too many have-nots and too few haves to make much difference.
12/18/2019
HSBC Singapore Announces Digital Wealth Management Solutions
In the past two years, HSBC has made significant investments in enhancing its digital capabilities globally.
12/18/2019
RBC Nabs $7.5 Billion LA Wealth Management Team
The team is currently in the process of transitioning existing clients to RBC.
12/18/2019
Mirabaud AM announces the merger of two global convertible bonds funds
Since both funds’ investment processes had converged, and in order to allow investors to benefit from economies of scale with a larger pool of assets, Mirabaud has made a proposal, which has been accepted by its investors, to merge the two ESG Conve
12/18/2019
The Wealth Management Firm of 2025 will boost front office productivity
The majority of the day will be spent on building relationships, which should help with raising referral rates.
12/17/2019
SwissBorg releases its Wealth App
The launch of our Wealth App delivers perfectly on our mission, and we look forward to bringing financial freedom to many.”
12/17/2019
TAG Associates Investment Team Nominated for Family Office Due Diligence Award
The team utilizes a seven-step procedure for evaluating investment opportunities, starting with in-depth research of prospective managers, all the way through ongoing review of current investments.
12/17/2019
UBS Reworks Super-Rich Unit
The so-called ultra-high net worth unit is at the center of UBS' private banking play.
12/17/2019
Nearly Half of Chinese Expect to Meet Wealth Targets
For wealth creators in China, children’s education held the highest priority (35 percent) followed by investment property (26 percent) and vacation (23 percent).
12/17/2019
Vontobel: Wealth Management in Asia Is Facing New Challenges
The evolution into an even more client-focused financial institution that harnesses the power of technology to deliver customized client solutions is the logical next step based on Vontobel’s value proposition for clients.
12/17/2019
Khan Puts Stamp on UBS With Plan to Revamp Unit for Super Rich
UBS is looking for ways to maintain its edge and reinvigorate its shares, which have trailed rivals over the past year.
12/17/2019
Asset Manager buys London
The company posted an operating profit of £7.6m for the year to the end of September 2018.
12/17/2019
The future of living in 2030
Some technologies which are used in very specialised circumstances today could be seen much more widely in ten years.
12/17/2019
Wealth Management: Market Perspective – Keeping an open mind | Modern monetary theory | US elections and portfolios – Foreword
Monetary policy remains remarkably generous, which is one of the things boosting both bonds and stocks.
12/17/2019
Fairstone swallows North East IFA firm Chilli
Expanding Chartered Financial Planner firm Fairstone has acquired nearby North East wealth manager Chilli Financial.
12/16/2019
Julius Baer to Wield Axe
The exercise represents CEO Philipp Rickenbacher’s first major imprint on Julius Baer’s strategy since taking the helm three months ago.