03/20/2018
Stifel Completes Acquisition of Ziegler Wealth Management
Ziegler Wealth Management has 55 private client advisors in five states that manage approximately $5 billion in client assets.
Wealth and Asset Management
03/20/2018
NorthCoast Asset Management Selects SS&C
Independent RIA chooses SS&C's Global Wealth Platform and outsourcing services to modernize and streamline their investment operations
03/19/2018
Tidjane Thiam: «No More Business as Usual»
The world is undergoing monumental change due to the impact of disruptive forces, which rank among the greatest changes the global economy has ever seen.
03/19/2018
Ex-Baer CEO Collardi was paid 1.72 mln Sfr in 2017 amid exit for Pictet
Successor Bernhard Hodler, who was promoted from his role as chief risk officer when Collardi quit, earned 4.82 million francs in 2017, Baer said.
03/19/2018
Harwood Wealth snaps up Southampton-based IFA AE Financial
AE Financial will continue to operate as a standalone brand and Hayward will remain with the company.
03/19/2018
Swiss private bank to expand in Singapore with new wholesale bank licence
BPCAL has been operating as a merchant bank since 2004.
03/16/2018
Chinese targeted for KBank’s private banking service
Of this total, KBank has provided private banking service to around 90 high net worth individuals (HNWIs)
03/16/2018
Old Mutual in talks to sell LatAm businesses, reports
Old Mutual has not responded to Citywire Americas request for more information
03/16/2018
Enhancing the wealth planning offering
Lee Woon Shiu, Head of Wealth Planning (Trust and Insurance), Bank of Singapore, discusses how the wealth manager continues to adapt and evolve to address the more complex needs of clients.
03/16/2018
India's millennial millionaire class hot favourite among asset managers
Nirmal Jain's IIFL Holdings, which manages money for 10,000 ultra high networth individuals more than doubled in the past 12 months
03/16/2018
UBS Is Said to Push Harder on Wealth Management Acquisitions
The lender has told analysts it has financial room for deals and other investments after guiding conservatively on how much it will spend to buy back shares, two of the people said.
03/16/2018
Coutts let senior banker stay after hearing sex pest complaints
Private bank for the wealthy investigated female colleagues’ harassment allegations
03/16/2018
Investec expects 'strong' performance in wealth & investment division
The group has continued to invest for growth across its client franchise businesses, ensuring that it remains competitive and relevant in the markets in which it operates.
03/15/2018
Wealth managers must use data to drive client experience
“I think there’s an amazing amount of information that the wealth management firms have accumulated,”
03/15/2018
Newell Palmer snaps up wealth manager Moneyfax fps
“This acquisition will strengthen the presence of our Bromsgrove business across Worcestershire and the surrounding areas."
03/15/2018
Old Mutual Wealth ready to list as profit soars 40%
The figure includes £152m from Old Mutual Global Investor’s single strategy business, which was sold in December 2017.
03/15/2018
Wealth Manager Regional Stars Awards 2018: The 8 winners revealed
We reveal the eight winners of our Regional Stars Awards, the leading local discretionary managers, as voted for by over 600 financial planners.
03/15/2018
Sanlam’s Global High Quality Fund scoops accolade at Investors Choice Awards
This is the second such accolade the Global High Quality Fund has won in as many weeks, achieving the Investment Performance
03/15/2018
Scottish wealth boutique goes mass affluent with platform deal
The DFM sits alongside a model portfolio service launched last year.
03/15/2018
Laurent Gagnebin: «Rothschild is Expanding Offering for Start-Ups»
Rothschild Bank wants to expand its offering