11/02/2018
Wealth Manager vs. Financial Advisor
To help you understand better how wealth managers compare to other financial advisors, and whether a wealth manager is the right choice for you, we’ve created this guide.
Wealth and Asset Management
11/02/2018
Wealth in Switzerland: Sizing the Market Opportunity
Similar to many other mature financial markets, Switzerland has a balanced allocation outside of deposits.
11/02/2018
Van Lanschot Kempen trading update: third quarter 2018
"Asset Management was a major contributor to net AuM inflows, with fiduciary management accounting for net inflows while our investment strategies recorded outflows.
11/01/2018
RBC Wealth Nabs $550M Merrill Team in Beverly Hills
The two advisors come on board about one week after RBC added a Wells Fargo group with $1.4 billion in assets.
11/01/2018
Re-engineering the wealth management model for foreign banks in India
He observed that while the local players upped their game, the foreign banks have unfortunately witnessed dwindling commitment levels from their own head offices.
11/01/2018
Wealth managers’ UK expansion is a ‘targeted recovery’
Spate of hires due to fact that ‘there is simply not enough advisers to provide advice in the UK’
11/01/2018
Coutts launches ‘Coutts Invest Pension’
Clients can select from five low-cost investment funds, depending on their risk tolerance. The funds are actively managed by Coutts’s highly experienced investment team.
11/01/2018
Swiss bank Vontobel says advised client assets rise 19 pct
Overall, however, the first nine months of 2018 yielded solid results in line with Vontobel's expectations
10/31/2018
Growing opportunities from Islamic wealth management
But demand for shariah-compliant products extends beyond Muslims.
10/31/2018
Special Report: Where Smart Beta Works Best for High Net Worth Clients
Smart beta strategies can be applied in a wide variety of ways depending on an advisor’s goal
10/31/2018
Wealth Manager Top 100 2018: the final 25 top guns
Welcome to the grand finale! We reveal the final 25 names to make our guide to the leading fund buyers across the private client world
10/31/2018
Future-proofing via Digital Transformation of the Wealth Management Offering
Tech disruption – coming sooner or later
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.