06/22/2018
Ambitious Wealth: when philanthropy goes wrong
How the value of a building and the value of an institution differ
Wealth and Asset Management
06/22/2018
Goldman Sachs considering expanding bitcoin operations further
The bank’s leadership has been “encouraged” by messages given by China’s leadership on opening access to the market, Solomon said.
06/22/2018
Quilter broadens its horizons
Listing of full service wealth manager should appeal to local and British investors.
06/22/2018
Stephen Lansdown sells £129m HL stake on record highs
The sale is the first time he has returned to the market since August last year according to Reuters shareholder data
06/22/2018
HSBC launches HNW concierge service
A table at Noma, World Cup seats or Beyoncé tickets, all at the push of a button
06/22/2018
UBS Merger Hits Roadblock
UBS is faltering on the «improved efficiency» part
06/22/2018
Canaccord launches ESG portfolio service
The launch comes after UBS teamed up with the World Bank earlier this month to launch its first sustainable investing portfolio for UK clients.
06/22/2018
Brexit two years on: wealth managers react
The firm makes six considerations wealth managers should account for to get Brexit-ready, starting with the understanding that this is not just a compliance matter.
06/22/2018
Citywealth branding awards winners announced
The winners were determined by an independent panel of four industry judges
06/21/2018
One of Asia’s Biggest Private Banks Goes on a Hiring Spree
The unit of Bank of China Ltd. will recruit both externally and internally as it integrates its parent’s Southeast Asian operations, acquired over the past two years.
06/21/2018
Wealth in Asia – opportunities and challenges
The event began with a group of top level private bank and associated wealth professionals who outlined their views on the key challenges facing private banks and other wealth firms in Asia as they strive to achieve their WM 2.0 business models.
06/21/2018
StanChart moots video service for affluent clients
Products available via the service include bancassurance, investment lending, and foreign exchange transactions.
06/21/2018
SJP positive on academy growth
SJP’s partner academy has a two-year programme for career changers looking to build a wealth management business under the group, or become an adviser in an existing practice.
06/21/2018
Utmost wealth expand Island operation
The Isle of Man office, Utmost Limited, currently employs 200 staff who provide support throughout the group of companies.
06/21/2018
EFG to double Chile staff in 5 years
These plans are in line with EFG’s recent growth trajectory in Chile, where the firm hired a five-person team from Banchile earlier this year.
06/21/2018
Advice firm closes DFM as £60m moved to 7IM and LGT Vestra
Founded in 1989 Leicester-based Greyfriars is an advice firm, Sipp and SSAS administrator and was formerly a DFM for its advisers and external IFAs.
06/20/2018
7IM sees assets jump in ‘solid’ year
Last month, 7IM announced it has become a pension provider with the launch of a Sipp on its platform.
06/20/2018
Australia's Westpac says wealth management arm to cancel 'grandfathered' payments
We are working toward the changes taking effect from 1 October 2018
06/20/2018
Basler Kantonalbank to Expand Its Business
The acquisition is estimated to cost a total of 210 million francs.
06/19/2018
Julius Baer's New Boss Breaks With Boris Collardi
It isn't the only about-face from Collardi, according to Hodler: «We've achieved growth so far by hiring private bankers and with acquisitions.