10/11/2019
Why Dubai matters to the rich
Emirate's wealth set to grow strongly over the next decade
Wealth and Asset Management
10/11/2019
JP Morgan PB opens trust business in Singapore
The trust company will help wealth administration and succession planning for JP Morgan Private Bank’s clients in Asia.
10/11/2019
AMP restructures its Australian wealth management business
Bringing together our bank and wealth management teams in Australia will drive a more integrated organisation better able to pursue the significant opportunity we see in providing more holistic wealth services for our clients.
10/11/2019
‘And the Marketing Campaign of the Year award goes to Phoenix Financial PR’
We owe a huge debt of thanks to leading bond and debt advisory firm Fidelitas Capital for giving us the opportunity to work on something so different and so much fun.
10/11/2019
IQ-EQ’s annual Crossroads event to explore relationship between PERE and family offices
Bringing together PERE houses and family offices
10/11/2019
Could CEO exit trigger Close Brothers break-up?
Close was keen to downplay Preben Prebensen’s departure but analysts think the exit may prompt calls to be break up the compnay.
10/11/2019
MAN Group says outlook "mixed" as funds fall in third quarter
Trading statement for the quarter ended 30 September 2019
10/10/2019
Wealth manager buys London adviser
The Private Office was founded in 2008 and now has more than 2500 clients, 31 advisers and four trainee advisers.
10/10/2019
‘Consider getting arrested,’ rich clients of private bank told
It was not your usual bank conference.
10/10/2019
Profile: Kleinwort's bank boss on why 25% of clients have new managers
Kleinwort Hambro managing director and head of private banking Paul Kearney talks frankly about his Bresxit fears and why he shook-up the company client facing staff
10/10/2019
Merian Global Investors to acquire multi-asset business
The investment team will be accompanied by three system analysts who have played a key role in evolving the desk’s investment process.
10/10/2019
Wealth manager buys third London Financial Planner
TPO chief executive, Stuart Phillips, said: “The deal strengthens the firm’s London presence and creates a platform for further natural growth”.
10/10/2019
J.P. Morgan Launches Trust Company in Singapore
Joining Chue are four trust officers and a dedicated Trust Compliance officer.
10/10/2019
Heather Tibbo nominated for elite private client list
Crestbridge’s Group Head of Family Office Services, Heather Tibbo, has been shortlisted for a directory identifying the world’s top advisers to high net worth individuals and their families.
10/10/2019
Wealth firm eyes clients shaken by ‘rock-star’ manager failings
It has attracted more than £1bn of assets under management since launch four months ago
10/10/2019
Bank CIC hunts for asset manager
The manager needs to have several years of experience in portfolio management, or in an advisory role.
10/09/2019
Handelsbanken: High on risk, low on ammo
The unemployment alarms may have been a disruptive factor in the run-up to this winter’s collective wage agreement negotiations, which will determine new salaries for around 2.8 million Swedes.
10/09/2019
Two Teams from Morgan Stanley Join Forces to Launch The Wealth Alliance – a Registered Investment Advisor
The Wealth Alliance delivers comprehensive planning, fair-minded advice and attentive and knowledgeable service – empowering advisors and clients to more effectively work together to achieve new levels of success.
10/09/2019
Wealth Management M&A Deals Still on Track to Top 200 in 2019: Echelon
The third quarter's deal total fell just shy of the prior quarter, Echelon Partners reports.
10/09/2019
Bordier & Cie’s Strategic Cooperation with MB Bank
Bordier has also looked at MB Bank’s technology and digital needs with a significant upgrading of its internal and external client touch points.