10/31/2018
Future-proofing via Digital Transformation of the Wealth Management Offering
Tech disruption – coming sooner or later
Wealth and Asset Management
10/31/2018
Profits surge at Standard Chartered
All figures are presented on an underlying basis and unless otherwise stated comparisons are made to the equivalent nine-month period in 2017.
10/31/2018
How to Keep Goldman Sachs From Stealing Your Clients
Three entrepreneurs in the RIA space told advisors at Schwab’s IMPACT conference what they see as the one common denominator shared by successful RIA firms, large and small alike.
10/31/2018
Wealth manager achieves ‘gold standard’ in Financial Planning
The firm was founded in 2008 by Garth Thompson, who has worked in the financial services industry for 30 years in the North East.
10/31/2018
Zurich-based private bank to open Mexico office
The bank has also withdrawn from Venezuela, following a former Julius Baer banker’s conviction for money laundering.
10/31/2018
UBS looks for asset management deals, joint ventures
Bank wants to scale up its $800 billion asset management business so it can compete with larger rivals
10/31/2018
Wealth managers’ UK expansion is a ‘targeted recovery’
Billingham, a chartered wealth manager, spoke to International Adviser about the expansion of wealth management firms in the UK, and particularly in regions such as Yorkshire.
10/31/2018
Trouble Might be Brewing for Custom Loans to Wealthy Clients
It’s really become second nature to introduce existing clients to the broader capabilities of the company
10/30/2018
Syz: Founder's Son Back From Hong Kong
The Syz CEO emphasized that ultimately the bank will decide on succession, but both his sons have been given an opportunity to prove their worth.
10/30/2018
PROFILE: Maurice Turnor Gardner
The parting was on good terms and the two firms still work together.
10/30/2018
Swiss HNWIs to find higher yielding returns in alternatives and commodities
Investments in illiquid assets will therefore grow in prominence.
10/30/2018
Vontobel develops business with external asset managers in Asia
Vontobel appointed Georg von Wattenwyl, who has headed its financial products, advisory & distribution unit for 11 years
10/30/2018
Lugano WM: Italians are bringing assets back to Switzerland
WMM Group has also been benefiting from this trend, as the firm has been attracting new Italian clients.
10/30/2018
Basel WM upsizes Zurich office as it grows team 'substantially'
Tareno has hired two more relationship managers
10/30/2018
Advisers carve wealth management unit out of $16 billion asset manager
Resonant Capital Advisors, Madison Investment Advisors cite business risks as one of the reasons for the separation
10/29/2018
Julius Baer targets wealth advisers with launch of dedicated team
Julius Baer chief executive Bernhard Hodler said: ‘External asset managers and financial advisers are and have always been valued clients and partners for Julius Baer.
10/29/2018
HSBC wealth management profits rise amid robo-advice push
HSBC has been mulling a robo-advice style service since as far back as 2016.
10/29/2018
Germany's Oldest Bank Taps Deal Makers for Wealth Management
Investment bankers to help grow net new money: Wehmhoener
10/29/2018
UBS may seek clearance to sell more products to U.S. ex-pats in Switzerland
Expanding UBS's license could put it on a more-level playing field with U.S. rivals just as the largest Swiss bank is seeking more business with wealthy U.S. citizens living abroad, to help accelerate its wealth management business where transaction
10/29/2018
Broadridge and UBS Americas to Redefine Wealth Management Technology in North America
New Broadridge Wealth Platform leverages leading technology to optimize advisor productivity, client experience and enterprise operations for the industry