12/17/2018
CI Financial to buy majority stake in Canadian robo-adviser
“We are delighted to enter this strategic partnership,” said Tea Nicola, Co-Founder and Chief Executive Officer of WealthBar.
Wealth and Asset Management
12/17/2018
Vintage Violins’ 8% Gain Fuels Returns for Ex-Banker’s Clients
String-instrument broker now plans to launch his first fund
12/17/2018
Indosuez Wealth Management opens office in Barcelona
The move is in line with Indosuez WM's expansion plans in Europe with a focus on Spain, where the firm has increased its assets under management by 33% over the past year amounting to €4bn at the end of September 2018.
12/17/2018
New Partner Firm to Join Focus Financial Partners; Two New Firms to Join Buckingham Strategic Wealth
Focus also announced that Alpern Wealth Management, LLC and Griffon Financial Planning, Inc. have entered into definitive agreements to join Focus partner Buckingham Strategic Wealth.
12/17/2018
Profile: Uni links bring stream of trainees to FP Wealth Management
For the first seven or eight years after setting up their firm, Bentley and his business partner Alistair Ellen did everything themselves.
12/17/2018
Why India's Wealthiest Families are Setting Up Family Offices
However, the family office space is still quite nascent in the region.
12/17/2018
UBS Asset Management UK real estate debt fund reaches conclusion of investment period with over GBP338 million of completed lending
In line with its stated strategy, UBS-PREMF has lent to a wide range of borrowers across a diverse mix of asset classes.
12/17/2018
In Asia, Rockefeller Foundation wants to invite 'unusual actors' to the table
With only two people in the Asia regional office, Rockefeller doesn’t plan to expand its staff size to deliver on ambitious plans.
12/14/2018
WGC Wealth looks to break into the top 5, says CEO Atul Singh
Singh maintained that being a late entrant into the wealth management space was not a handicap for WGC Wealth as there is still a big market for “high quality financial advise” in the country.
12/14/2018
State of the Family Wealth Industry Report Released
This new publication, which is our 25th Alliance Research report, chronicles the ecosystem of the family wealth industry.
12/14/2018
Scotia Wealth Management receives Global Private Banking honour
The Private Bank Awards were selected by Global Finance's editorial board with input from executives and industry insiders.
12/14/2018
Two-thirds of European UHNWIs believe market still has room to grow
Whilst many ultra-high net worth clients have become less confident about the outlook for global stock markets since JP Morgan Private Bank’s Spring Private Client Survey, many still see late-cycle opportunities.
12/14/2018
Private wealth in Australia booms to $6.1 trillion and $279,000 per Aussie
This makes Australia the world’s ninth largest wealth market according to total wealth held
12/13/2018
UBS expands with new partnership
CBRE Clarion will now incorporate our property securities fund and we are entering into a new partnership with Yarra Capital management who, as of today, will be taking over the management of our large caps funds and small cap funds on behalf of UBS clien
12/13/2018
Ambitious expansion plans for Singaporean wealth manager
For wealth managers to stay ahead of the curve a unique selling point is a must, this could be access to superior technology, cost advantages or a broader, smarter product range
12/13/2018
Pictet Wants Bomb Makers Cut Off From Finance
The weapons targeted by the initiative cause indiscriminate or disproportionate harm and their use is banned or restricted under international conventions, Pictet said.
12/13/2018
Nordic group sheds half of wealth unit in strategic deal
Catella’s ownership in the joint venture structure is expected to generate positive cash flow
12/13/2018
Calamos Wealth Management Expands New York Office
He was previously a senior vice president and wealth advisor at Neuberger Berman
12/13/2018
Re-Engineering the Wealth Management Offering in Asia: Products and Platform
Another expert noted the evolution of wealth management towards what he called a much more convenient and client-centric model.
12/13/2018
Chilean financial services firm launches family office
It will advise on products ranging from securities to alternative investments, as well as access to global managers through BNY Mellon's Pershing.