09/18/2019
UBS Financial Advisor Sean Dillon Named to Forbes List of Top Wealth Advisors
Recognition of an exceptional career in Financial Services
Wealth and Asset Management
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.
09/17/2019
Boutique PB hopes to fill WM niche
Despite Asia’s talent shortage and competitive landscape, the Singapore arm of Liechtenstein-based VP Bank aims to be a wealth management specialist.
09/17/2019
JTC reports further growth
The results also pointed to the investment JTC has made in its global platform through the enhancements made to its senior management team
09/17/2019
Funding Social Impact Since 1672
A patron of Royal Trinity Hospice and a founder partner in the impact investment partnership Project Snowball, charity begins at home with Hoare in his role as trustee of the family’s own Golden Bottle Trust.
09/17/2019
Global HNWI wealth falls for first time in 7 years
The Middle East was the only region to buck the trend, increasing its HNWI population by 6%, while their wealth rose by over 4% in 2018.
09/17/2019
What SA’s super-wealthy are doing with their money: Offshore alternative investments
Alternatives are generally described as assets or investment strategies other than traditional equities, bonds or cash instruments
09/16/2019
Wealth-Management Price War Spikes in Nordics as Fees Take a Hit
That move gave the asset manager a bigger chunk of the market, with DNB’s share of Norwegian retail business growing to 32.2% in May from 29.8% at the end of March 2018.
09/16/2019
Brexit: the breaking headlines of today are ‘old news’ by tomorrow
It was interesting to talk to UK residents (British citizens or not) and hear their insights into the current situation.
09/16/2019
Leaked call reveals St James’s Place’s own adviser pleaded for ‘expensive’ fees to be axed
In a frank series of admissions during the call, which was leaked to Money, Gascoigne told the 700-plus advisers who were logged in that the business had to move with the times — and that meant its annual trips on cruise ships in exotic locations sh