12/18/2017
Smith & Williamson 'not in position to list' until late 2019
Funds under administration were up 16% over the period to £10.7 billion.
Wealth and Asset Management
12/18/2017
How You Can Tap Millennial Wealth
By 2020, that figure will rise to $24 trillion, according to Deloitte data he cites.
12/18/2017
Dirk Klee: «We Built Sort of iPhone»
Talented private bankers are hard to come by, so they need to be equipped with digital tools, UBS wealth management operating chief Dirk Klee tells finews.asia.
12/18/2017
Utmost Wealth and Generali PanEurope to merge
Life Company Consolidation Group is to acquire Generali PanEurope with plans to create a specialist wealth manager by combining it with Utmost Wealth Solutions in a show of “commitment to the international life market”.
12/15/2017
Standard Chartered Private Bank – Taking the wealth management proposition forward in India
Not only the client mix, but the markets are changing rapidly across all asset classes.
12/15/2017
CreditEase Wealth Management Awarded 2017 Best Non-Bank Private Wealth Management Institution in China
To meet the growing demands from our clients, CreditEase Wealth Management has developed a suite of products and services covering five key areas: investment, learning, life-style, philanthropy and inheritance.
12/15/2017
WH Ireland reports 40 percent increase in wealth planning revenue
Our private company initiative, the Investor Forum, has gained significant momentum and we expect this new initiative to enhance the revenue growth prospects of this division during the forthcoming year.
12/15/2017
Standard Life Aberdeen faces heavy institutional redemptions
“Standard Life Aberdeen is making good progress towards creating a world-class investment company. The integration of Aberdeen Standard Investments is on track and we are delighted with the way the teams are coming together to deliver for clients.
12/15/2017
OMGI's Buxton set to announce £550m buyout with backing from TA Associates
£25bn single strategy business
12/15/2017
Investec acquires Lombard’s block discounting portfolio
Investec is a major provider of block discounting, and have recently provided multi-million pound facilities to PCF Bank and Haydock Finance amongst others.
12/15/2017
Santander to buy Deutsche Bank’s private and retail banking business in Poland
A total of 113 branches and 1,500 staff will migrate to Santander as part of the deal.
12/15/2017
Low-hanging fruit in Switzerland
According to the World Wealth Report 2017, published by CapGemini, Switzerland’s HNW population grew two percent between 2015 and 2016
12/14/2017
In Asia, Julius Baer is Ready for its Close-Up
The effort has paid off: last year, the bank's profits topped 700 million Swiss francs.
12/14/2017
HNIs turn to family offices for wealth transfer
Succession planning has gained importance among the rich Indians.
12/14/2017
Highvern Trustees to set up fund services business
“Highvern has a strong reputation for providing expertise, high quality client relationships and continuity of service”
12/14/2017
Quilter Cheviot Investment Management receives Gold Standard Award for 2017
The company looks after £23bn of assets under management as at 30 September 2017.
12/14/2017
Look closer, and you’ll see charitable foundations are often not about giving
Examine the tax structure behind charitable foundations, and in some cases it turns out that the benefactor is the one to actually benefit
12/14/2017
Meet the Swiss Bankers Chasing After Israeli Millionaires
The Zurich-based Zwei Wealth Experts AG, founded by Patrick Müller and Klaus Wellershoff, chose Tel Aviv as the site of their first overseas office in 2017.
12/14/2017
Here’s $160 billion, yours free, no questions asked
The philanthropy discussed here goes beyond that call of duty, and there is plenty of wealth to share in this region.
12/14/2017
ASK Wealth Advisors – enhancing the investment process
Arora states that selling new products to clients and delivering long term value are not mutually exclusive at ASK Wealth Advisors.