07/24/2018
Maitland Appointed by Brewin Dolphin as ACD and Fund Administrator
It is fantastic that Maitland have been chosen to implement this new structure for Brewin Dolphin
Wealth and Asset Management
07/23/2018
Investec keen on mortgages for the wealthy
It is expected to compete on price and flexibility, including pre-approved terms to let borrowers draw down more finance in future, if the plan goes ahead.
07/23/2018
First IFA firm joins Sanlam in ground breaking model
Significantly, Sanlam’s partnership programme allows Ergowealth to retain ownership of its business and its clients.
07/23/2018
Nordea's $356 billion wealth management unit is hit by outflows
Much of the lull in demand for Nordea’s wealth management services can be traced back to its Stable Return Fund.
07/23/2018
Swiss bank Julius Baer sees rising client caution over global trade
These positive contributions were partly offset by negative market performance of CHF 4 billion, as leading stock markets in Switzerland, Europe and Asia edged lower towards the end of the first half.
07/23/2018
HSBC expands World Rugby partnership with 4-year deal
Since Olympic inclusion, we have seen the series become increasingly competitive with global audiences and fan engagement growing exponentially.
07/23/2018
UBS bucks trend by keeping US$2 million threshold for rich clients
Other wealth managers have raised their thresholds in recent years, as tighter regulation and higher compliance costs have pushed banks to focus on higher-value customers.
07/23/2018
Credit Suisse boosts brand image with CHF 30m investment
This investment comes as part of an effort by Credit Suisse to be seen as a leader in the Swiss innovation space.
07/20/2018
AllianceBernstein And Its Real Estate Private Equity Group Announce Formation Of New Strategic Joint Venture
The new JV is expected to be fully in place by the end of 2018.
07/20/2018
Asian financial company enters European HNWI market with acquisition
It will operate as an independent subsidiary of Rayliant, while retaining its own name and brand.
07/20/2018
Wealthy Kenyans stash Sh96bn in Swiss banks
These funds include deposits from Kenyans and fiduciary liabilities or money held in Swiss banks in trust on behalf of Kenyans.
07/20/2018
2018 Insights on Wealth and Worth
Putting wealth into action
07/20/2018
Queen's private estate records £20m profit but could take Brexit hit
Duchy of Lancaster surplus rises 4.9% on last year but Brexit is seen as ‘strategic risk’
07/20/2018
RBC Wealth Rolls Out New Platform for FAs
Dedicated coaches and customized online tools to support advisor growth and improve client experience
07/19/2018
Nikko to launch Japan’s first yen-hedged US equity ETF
Mr. Imai says Nikko AM “has proactively developed various types of ETFs to meet the needs of investors and will continue to build a diversified and robust portfolio of investment products”.
07/19/2018
Swiss wealth manager looks at London as Brexit looms
UBP set to acquire ACPI as Geneva worries over UK’s attraction for ultra-wealthy
07/19/2018
Morgan Stanley's Dealmakers Post Biggest Gains on Wall Street
The firm was the only one to post double-digit increases in both trading businesses for the second quarter and led the mergers league table for the first half.
07/19/2018
U.S. Bank posts 15% hike in wealth management profits
Profits for the first half of the year were up an impressive 27.6%, while revenue was up 9.1%.
07/19/2018
Steve Ballmer Says His Wife Pushed Him to Be Philanthropic
He spoke in the new episode of "The David Rubenstein Show
07/19/2018
Why UBS has cloned an economist
Bank explores how AI can cut costs while extending services, but some have concerns