01/05/2018
Ascot Lloyd Bellpenny acquisition revealed
The acquisition is the first since Bellpenny and Ascot Lloyd merged last July
Wealth and Asset Management
01/04/2018
Morgan Stanley Wealth Exits Junk Bonds, Warns on Recession Risk
Though Morgan Stanley doesn’t expect a recession in 2018, it sees the risks rising.
01/04/2018
Super rich? Banks are lining up to provide you bespoke services
The idea of private banking for the moneyed class is not really new.
01/04/2018
AXA selling its Swiss Privilege franchise in HK to local investment holding biz
It said the deal was subject to the usual conditions, including regulatory approvals, and was expected to be finalized by the end of this year “or early 2019”.
01/04/2018
Coutts staff hit ambitious charity goal
In celebration of the company’s 325th anniversary, Coutts set itself the ambitious goal of raising at least £325,000 for its staff charity in 2017.
01/04/2018
Blue Duck’s New Portal Capitalizes on Advisors’ Move to Wealth Management
RIA firms that specialize in wealth management are offering platforms to their advisors that support networking, training and connections
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.
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