11/27/2018
Personal Investor: When investing turns into wealth management
The most obvious shift from investing to risk management is reflected in how assets are split between equities and fixed income.
Wealth and Asset Management
11/27/2018
Northern Capital Management Joins Kovitz Investment Group
The NCM team will remain intact and have access to additional resources, both financial and intellectual, through this transaction.
11/27/2018
Southeast Asia’s largest bank to double the number of private bankers in ME over 5 years
Dubai branch to serve as strategic hub for bank’s Middle East private banking arm
11/27/2018
Walker Crips profits fall due to market turbulence
This was driven largely by a fall in revenues of 1.9 per cent to £15.1m.
11/27/2018
Standard Chartered considers a simpler structure to control costs, will reveal plan with full-year result in February
Lender makes bulk of its income from its China and North Asia businesses
11/26/2018
The $200 trillion gold rush that reshaped private banking
China’s economic expansion produced an eruption in private wealth across Asia
11/26/2018
How to pass family heirlooms on to the next generation by Penny Lovell
Penny chats antiques with Eric Knowles from the BBC’s Antiques Roadshow
11/26/2018
Asian millionaires underserved by Private Banks
In contrast, the Middle East has just over 767 HNWIs per branch of a private bank or wealth manager.
11/26/2018
J. Safra Sarasin acquires Bank Hapoalim's Luxembourg and Swiss private bank
The acquisition includes the transfer of qualifying clients and their relationship management teams who are focused on private banking clients primarily from Europe and Israel.
11/26/2018
Standard Chartered: The Bank of the Future is Platform-Based
Where banking is headed: creating and assembling platforms that go beyond the traditional financial services, writes Sebastian Wedeniwski, Standard Chartered’s Chief Technology Architect, on finews.asia.
11/26/2018
Boris Collardi Breaks With Tradition
Collardi's fellow Partner Renaud de Planta, who joined the bank as an outsider in 1998, said last month that Pictet doesn't wish to harm any competitors by poaching staff.
11/23/2018
BNY Mellon investing in more tech to boost private wealth and institutional business
The company is looking for Java full stack developers to enhance its private wealth management capabilities in New York
11/23/2018
Four Strategies for Balancing Charities’ Investment Risks
Misguided beliefs or a small appetite for risks may be the reason some investment committees invest most of their funds in liquid but low-yielding assets
11/22/2018
Moneyball in Switzerland: A Bidding War for Private Bankers
Banque Pictet’s newest partner is bolstering ranks to add assets.
11/22/2018
Deutsche’s asset management arm takes stake in AI start-up
Skyline AI hopes to shake up the property investment industry using artificial intelligence
11/22/2018
Barclays Named “Best Private Bank in Monaco” at the 2018 Global Private Banking Awards
The judging panel awarded Barclays “Best Private Bank in Monaco’ based on its strengths in a number of key areas.
11/22/2018
Citadel says pressure on asset management fees will increase
Most of Citadel's funds are actively managed, particularly the multi-asset solutions that offer currency hedges.
11/22/2018
Fund manager launches HNW advice
An ASX-listed fund manager has officially launched into the high-net-worth advice market.
11/22/2018
Holborn Assets expands with new 15-strong Cyprus office
It is the company’s first foray into the Cyprus marketplace, but one that it expects will be an important base for the company in the coming years, Holborn told International Investment.
11/22/2018
Congratulations! Barclays was named Best Private Bank in Monaco
Barclays was named Best Private Bank in Monaco at the 2018 Global Private Banking Awards.