03/12/2021
Succession planning in the Middle East
Most HNW families want to set up structures in jurisdictions with an excellent reputation and compliance framework.
Wealth and Asset Management
03/12/2021
Reasons to be cheerful about the UK equity market
George Luckraft, manager of the St. James’s Place Diversified Income Fund since 2007, discusses his positive views about the UK equity market outlook and what this means for his investment strategy.
03/11/2021
KPMG: Few Banks Digitally Equipped to Dominate Asian Wealth
In the region as a whole, only a couple of universal banks appear to have the product shelf and economic clout to truly dominate.
03/11/2021
Quilter merges Quilter Cheviot with mass-affluent advice division
The move comes as part of a long-term overhaul of its businesses.
03/11/2021
UBS Advisors Gerry Bandini and David Chodosch Named to Forbes/SHOOK Best-in-State Wealth Advisors List
They continuously provide their clients with the highest level of expert financial advice with responsive, personal service. It’s truly gratifying to see them acknowledged for their long-standing dedication to their clients and recognized for their
03/11/2021
CI Financial Reports Total Assets of $236.5 Billion for February 2021; Wealth Management Assets Reach $100 Billion for the First Time
All financial amounts in Canadian dollars unless stated otherwise.
03/11/2021
WealthTech Views Report: Looking into 2021 - the view from SIX
With Tamsin Hobley, Head Atlantic Region and Local Country Head UKI, SIX
03/11/2021
Asia’s traditional wealth managers lag digital adoption
Although they still form a small part of the market, challenger banks are using digital payments as a gateway to wealth management growth, according to a KPMG report.
03/11/2021
Brooks Macdonald assets break through £15bn mark
As a result, net flows at the group level are expected to be modestly positive for H2.
03/11/2021
Hauck & Aufhäuser Switzerland rebrands after management buyout
The new CEO is Roman Limacher, who has been with the company for over 18 years.
03/11/2021
Credit Suisse and Greensill: UBS Is Getting Involved
One of many hurdles in this race for CS: The Swiss bank's decision to unwind the funds has sent its Australian-British fund partner, Greensill Capital, into bankruptcy.
03/11/2021
Jefferies Committed to Wealth Management, Executive Says
Production per advisor averages around $2.3 million, surpassing the million-dollar-plus averages at industry whales such as UBS Wealth Management USA, Merrill Lynch and Morgan Stanle
03/11/2021
UBP launches small and mid-cap equity fund
The UBAM - Bell Global SMID Cap Equity fund is managed by Australia-based Bell Asset Management.
03/11/2021
Wells Fargo to end its Abbot Downing wealth management brand for the ultra-rich
Abbot Downing was announced in 2011 to combine multiple existing units at the bank that served the rich.
03/11/2021
The future of wealth is female
If the profession is to attract women clients and unlock their untapped pool of wealth, it first needs to do more to appeal to female advisers
03/11/2021
CI Financial to Acquire New York-Based RIA
CI’s U.S. assets to reach $50 billion
03/11/2021
Edelweiss Wealth Management’s Two Bets For The Next Five Years
Consumer tech in the unlisted space is where the startups exist
03/11/2021
German private bank to set up digital currency trading and custody services
It predicts that there will be a major shift in the finance industry towards tokenized assets and it wants to be positioned to benefit from this shift.
03/10/2021
Independent Wealth Management in Asia - Growing the Business in 2021 and Beyond
Moreover, digitisation is helping the independents build scale, reduce costs, improve the client offering and reach out to the next generations, while the industry is better organised and more skilful at communication their added value.
03/10/2021
Savant Wealth Management reaches $10 billion milestone
The milestone can be attributed to Savant’s long-term growth strategy and its client-centric model offering comprehensive wealth management services