09/19/2019
UBS Advisor Named to Barron's 2019 List of Top Financial Advisors
This is Kilgroe's sixth consecutive year on the list.
Wealth and Asset Management
09/19/2019
Top private bankers, wealth managers feted
Night’s big winners include Citi Private Bank which wins 'Best Private Bank, Asia', Societe Generale which wins 'Structured Products House of the Year', and Yuanta Securities for 'Best ETF Provider'
09/19/2019
Tilney and Smith & Williamson Announce Transformational Merger
Transaction will create the UK’s leading integrated wealth management and professional services group with over £45 billion of assets under management
09/19/2019
Bond durations: what wealth managers recommend
Sanctum recommends a diversified portfolio of AAA-rated corporate bonds, banking and PSU bond funds, and short- and medium-term bonds.
09/19/2019
Sarasin profits fall 15% on outflows and ‘difficult’ investment performance
Sarasin & Partners reported profits down 15% as a combination of ‘difficult’ investment performance and client outflows chipped away at its assets under management (AUM).
09/18/2019
Private bank targets Singapore wealth management sector
‘The only way to tap it is through partnerships’
09/18/2019
RMB Capital Ranked Among Barron’s Top 50 Independent Advisory Firms
The firm rankings expanded to 50 spots in 2019 (from 40 in 2018 and 30 in 2017) because “the independent-advisory business is simultaneously growing and consolidating,” Barron’s wrote.
09/18/2019
Which Swiss Bank Is In Better Shape: UBS or Credit Suisse?
Although Credit Suisse has cut down on its trading operations, its business model remains much more diversified than UBS.
09/18/2019
UBS Financial Advisor Sean Dillon Named to Forbes List of Top Wealth Advisors
Recognition of an exceptional career in Financial Services
09/18/2019
Private Wealth Management
The wealth management industry is on the rise globally.
09/18/2019
The Adapting HNW Life Insurance Business in Asia
The CRS provisions, as they have been adopted and implemented, have led to an evolution in how countries are adapting their fiscal policies in tandem with CRS.
09/18/2019
Lloyds-Schroders wealth management venture to launch price war
Agressive fee strategy puts pressure on rival St James’s Place
09/18/2019
Heartwood Investment Management launches four sustainable multi asset funds
Heartwood began its research into developing a rich multi asset sustainable proposition in 2013 and created four global multi asset sustainable strategies across the risk spectrum – Defensive, Cautious, Balanced and Growth.
09/18/2019
DBS bolsters Thai wealth offering
DBS in Thailand aims to double its wealth AUM and relationship manager headcount by 2023, according to a statement from the firm.
09/18/2019
Head of Schwab Private Client is apparent casualty as Charles Schwab slices $100 million in expenses by pink-slipping 600 staff in face of interest rate 'time bomb'
Schwab executive Chris Thom let go by Schwab as part of its efforts to reduce its workforce by 3% this week, a source says to get ahead of an expected Fed rate cut that will slash revenues.
09/18/2019
Private banking and wealth management in Singapore
MAS also issues notices, guidelines, circulars and other written directions that apply to banks, merchant banks, CMSL holders and RFMCs, which are available on the MAS website.
09/18/2019
Geneva WM joins financial services platform
We set up Sequoia to take this burden off their backs and help them streamline their diary.
09/18/2019
Shining a Light
Bringing money out of the shadows means improving governance
09/18/2019
Rothschild & Co records 10.4% growth in AuM in H1 2019
The firm’s revenue for H1 2019 was CHF 262 million, down 1% compared to CHF 264 million in H1 2018.
09/18/2019
Why wealth firms are throwing cash at veteran talent
With new clients increasingly sourced from rivals rather than the newly-rich, one age cohort is in high demand: the industry veteran.