10/11/2018
Hargreaves Lansdown assets up three percent on inflows, market moves
The past quarter has seen an uncertain market environment and weak investor sentiment resulting in an industry-wide slowdown in net retail flows.
Wealth and Asset Management
10/11/2018
Credit Suisse Gives Loan to $209 Million London Home Owner
Deal involved investor Nick Candy refinancing, Times reports
10/11/2018
Rockefeller Brothers Fund President to Receive Philanthropy’s Highest Honor
Heintz, one of the sector’s premier leaders on democratic institutions and civil society development, will deliver an address on the state of philanthropy in civil society as part of the November 28 ceremony at the National Museum of Women in the Ar
10/11/2018
PAM appointed by Strabens Hall to manage core portfolios
PAM invests across the asset management spectrum utilising active, passive and smart beta strategies. Portfolios are constructed using two complementary approaches, built to work together.
10/11/2018
Wealth Management Services with Chinese Characteristics
CITIC Securities Brokerage (HK) Limited (“CITIC Securities Brokerage HK”) has recently launched CITICS Plus, an integrated Wealth Management (WM) platform that helps the growing class of Chinese high net worth investors achieve diversification
10/11/2018
MobiKwik to enter wealth management with Clearfunds acquisition
MobiKwik’s 107 million plus customers will soon be able to start saving in mutual funds seamlessly from their MobiKwik app in just a few clicks.
10/10/2018
DBS’s Bancassurance business makes strides with digital transformation and serves its customers better
Singapore’s DBS Bank has been successfully building its regional footprint across Asia and at the same time implementing a dramatic digital transformation.
10/10/2018
Credit Suisse Thins Management
As a result, the bank's long-standing head of developed and emerging Asia, Alex Wade, will leave.
10/10/2018
A Wealth of Difference: Reforming the taxation of wealth
In this paper we make five recommendations which together amount to a transformation of the tax treatment of wealth in the UK.
10/10/2018
Sandaire takes £8.7m write down on team exit
Sandaire recently completed integration of Lord North Street, having initially run the two businesses as separate entities.
10/10/2018
Bordier inks partnership to enter Vietnam
Bordier & Cie Singapore and MB announce strategic private banking cooperation
10/10/2018
Julius Baer Prepares Return to M&A
The Swiss banker is referring to the rising expense for stricter regulation, which has put a damper on profits and raised the bar for new entrants to the market.
10/10/2018
Geneva Wealth Manager Poaches
Forum Finance Group was founded in 1994 in Geneva and employs some 20 staff, who manage assets worth 1.5 billion Swiss francs ($1.51 billion).
10/10/2018
The Hill Investment Group Joins William Blair’s Private Wealth Management Team
Over the past few years, William Blair’s Private Wealth Management group expanded to Atlanta, Boston, New York, and San Francisco.
10/09/2018
India's personal wealth may grow at a CAGR of 13% to $5 tn by 2022: BCG
India is also expected to become the 11th wealthiest nation globally by 2022 in terms of total personal wealth, improving its rank by four places from 2017
10/09/2018
Bordier Partners in Vietnam
The move is the latest by a private bank to push beyond wealth hubs Singapore and Hong Kong, mainly by partnering with local players.
10/09/2018
Investec AM creates regional London wealth hub
The appointments come as the firm also looks to grow its presence across Europe, having hired Richard Haxe as managing director for its European client group in September.
10/08/2018
TISE updates Listing Rules to attract scale up businesses
Directors must provide a statement certifying that the company has sufficient working capital for at least 12 months or otherwise
10/08/2018
Schroders and Lloyds Banking Group in talks over wealth management alliance
Schroders confirms that it is in discussions with Lloyds Banking Group plc with a view to working closely together in parts of the wealth sector
10/08/2018
Brooks Macdonald expands footprint with East Anglia office opening
New base in Bury St Edmunds