01/03/2018
SMSF assets held by wealthy stays steady
The proportion of high-net-worth investors with SMSFs is still increasing despite the changes to superannuation, however.
Wealth and Asset Management
01/03/2018
Fidelity Int’l launches two new private funds for China HNWIs
The launch comes after the US asset management giant launched its first fixed income fund for Chinese HNWIs in May last year.
01/03/2018
Pilatus Bank discusses whether banks are failing Generation X
People still believe that if they visit a branch they will get the service that they require.
01/03/2018
Citi’s Aristeguieta makes his mark in Asia
Five quarters of profit after years of flat performance; consumer revamp gains traction.
01/03/2018
Region attractive for investors intending to reap rich rewards from their wealth
UAE is an attractive market location to park wealth
01/03/2018
Investec sees £3.5bn inflow in wealth arm
The firm’s discretionary funds under management rose 20.9% to £26 billion
01/02/2018
Stifel Giving Out $1,500 Bonuses
Stifel is giving its employees $1,500 bonuses in early 2018, Citi Private Bank warns against holding too much cash and the fight over an elderly hermit’s will goes to the courts
01/02/2018
Brewin Dolphin PT Raised to GBX 365 at Canaccord Genuity
Three equities research analysts have rated the stock with a hold rating and five have given a buy rating to the stock.
01/02/2018
Wealth Management For The Global Super-Rich
Mitigating taxes and protecting their affluence can be more fruitful than finding new investments.
01/02/2018
US wealth management: Ghost protocol
The spectre of collusion may not hang over the US wealth industry for much longer.
01/02/2018
The Growth of Impact Investing
A Google search reveals nearly 11 million impact investing entries
01/02/2018
Private banks enable women to invest with confidence
The global bank has pledged to increase the financial confidence of 1m women by 2021
12/31/2017
The 10 Worst Clichés of Wealth Management
We win if you win.’ ‘We treat your assets as if they were our own.’ ‘We put client interests first.’ And more.
12/31/2017
How the late David Rockefeller built up an incredible catalog of 200,000 index cards
Rockefeller, who was famous not only for his wealth and influence but for his incredible philanthropy, refers to himself as ‘DR’ on the 3-by-5-inch index cards
12/28/2017
Tilney goes on adviser hiring spree
Tilney Group was created by the merger of Tilney and Bestinvest in May 2014.
12/26/2017
Soros Fund backs UK concierge for the wealthy after IPO
Ten Lifestyle Group quickly garnered attention from a range of big investors.
12/22/2017
UBS eyes wider rollout of online wealth management service
SmartWealth could be expanded on the back of the bank’s newly unified IT platform, which excludes only the bank’s U.S. private banking business which is run out of a separate American division.
12/22/2017
BlackRock takes 5% stake in wealth consolidator
‘We see the continuing support of BlackRock and other institutional investors as a vote of confidence in the group and our strategy'
12/22/2017
Betting On The Future Of Wealth Management With UBS
Since 2011, UBS has focused on building up the wealth management divisions as its core asset.
12/22/2017
LLB acquires Austrian private bank
The present main shareholders of Semper Constantia plan to hold around 6 per cent of the LLB.