10/23/2019
Finnish VC’s family office acquires stake in Augustus Capital AM
It will also permit the expansion of our offer to new sectors and geographic areas, bringing a truly international dimension to Augustus.”
Wealth and Asset Management
10/23/2019
12 Top US Wealth Management Firms
The firms were measured by client assets per firm, defined as discretionary and advisory assets under management as well as non discretionary brokerage assets and non discretionary assets that are held in custody-only accounts for private clients.
10/23/2019
Refinitiv enhances its wealth portal solutions via addition of widget capabilities
The new digital tools deliver a customizable suite of widget capabilities designed to support the experiences of wealth management firms on Refinitiv’s portal.
10/23/2019
More Focus by 'Family Office' Investors on Real Estate is Boosting the Demand of Luxury Real Estate in Miami
This is mainly because family offices are doubtful about the ability of hedge funds to protect funds in times of economic slowdowns.
10/23/2019
High net worth individuals think change in government threatens their finances
The research also finds that almost half of HNWIs consider a deterioration in their non-financial wellbeing, including good physical and mental health
10/23/2019
Broadway Bank’s Wealth Management Team Delivers Innovative Solutions, Personal Service
Broadway Bank’s decades of success in wealth management have been built upon its core philosophy of a “you-focused” approach, which puts clients and their needs at the forefront of the bank’s mission.
10/23/2019
Deal takes edge off Butterfield Bank profit
The core return on average tangible common equity for the third quarter of 2019 was 22.5%
10/23/2019
Founder of London & Capital Daniel Freedman dies
Daniel Freedman passed away unexpectedly earlier this week
10/23/2019
Wealth manager Quilter sees challenging backdrop
The sale of Quilter Life Assurance is expected to close by the year end and will result in the group becoming a more focused advice-led wealth manager.
10/23/2019
Phil Nevile Tells Coutts Clients About "Explosion Of Opportunities" In Women's Football
Coutts gender equality event celebrates great summer of sport for women and asks men to “get off the side lines”
10/22/2019
Millionaires beat Brexit blues as net wealth rises
The number of millionaires in a country depends on the size of the adult population, average wealth and wealth inequality.
10/22/2019
The world's 25 biggest wealth managers
The world's largest wealth managers together controlled $22.2 trillion at the end of last year, according to research by Aite Group.
10/22/2019
How Principal is ramping up its wealth management as other insurers exit
Other insurers are staying or boosting their investment.
10/22/2019
WealthBar acquires Snap Projections, furthering its commitment to making quality financial advice available to all Canadians
The acquisition reflects WealthBar's vision of ensuring all Canadians can access quality financial planning as it continues to expand the advisor side of its business.
10/22/2019
UBS Advisor Michael S. Matthews, Named to Forbes List of America's Top 100 Wealth Advisors 2019
Recognition of an exceptional career in Financial Services
10/22/2019
Fosun Studies Bid for German Pudding Tycoons' Private Bank
Negative interest rates and clients’ conservatism have made wealth management in Germany a difficult business, prompting Credit Suisse Group AG to sell its German private banking operations to ABN Amro in 2013.
10/22/2019
Rockefeller Lures UBS Advisor in Los Angeles with $600-Million Book
He is the second broker to join Rockefeller’s Los Angeles office, and the 13th to join the private wealth management arm of the business whose name screams family wealth since Fleming took the reins in early 2018.
10/22/2019
UBS Profit Declines in Third Quarter
UBS’s capital position remains strong
10/22/2019
Third quarter new business inflows and funds under management updatemid-2019
Through the excellent work of our Partners and their staff in building and maintaining close relationships with clients, we are also able to report continued strong retention, resulting in net inflows for the quarter of £2.11 billion
10/22/2019
Hong Kong has second-highest average wealth per adult globally
Global wealth grew during the past year by 2.6% to US$360 trillion, according to latest edition of Global Wealth Report