11/30/2017
Credit Suisse gives impact investing its Drew
Drew’s role is to look across asset management, the markets business and private banking
Wealth and Asset Management
11/30/2017
UBS chief clashes with regulator over banker pay
Sergio Ermotti also defended the bank's performance in a struggling global economy
11/30/2017
Premier sees assets jump
The company said its AUM has expanded further since compiling its published update, to £6.3bn as at 28 November 2017.
11/29/2017
Private banking disrupts Italy’s wealth management market
As supply and demand models change in Italy’s dynamic wealth management industry, private banking is emerging as a key disruptor
11/29/2017
NAB Restructures Wealth Unit
In June this year NAB sold off its National Australia Trustee business to financial services firm IOOF Holdings.
11/29/2017
MiFID II challenges for Wealth Managers
Firms without European union based branches are affected.
11/29/2017
Regional Powerhouses: Where In The UK Is Wealth Flourishing?
Where In The UK Are Start-Ups Able To Flourish?
11/29/2017
Offshore Wealth Management Sees Adjustments With CRS Rule
The Offshore Wealth Management Market Is Undergoing A Significant Adjustment
11/29/2017
New CEOs: New Solutions, Or Same Old Problems?
Investments Fall As Well As Rise In Value
11/29/2017
Brewin Dolphin Eyes Adviser Hires In Planning Push
Brewin Revealed new Hires Ranging From Apprentices To Paraplanners And Financial Planners
11/29/2017
Real Asset Management Group launches multi-asset portfolios for high net worth clients
It has launched new fixed income, private equity and real estate investment strategies for clients
11/29/2017
Sanlam and 7IM launch Sanlam Onshore Bond to meet demand
The Sanlam Onshore Bond can invest in authorised and regulated
11/28/2017
Barclay expected to return to Asia and Middle East two years after leaving the region
European and US lenders are rushing to grab a share of the increasingly affluent market in Asia, with Credit Suisse, UBS and Citigroup all vying for clients.
11/28/2017
NY’s Focus Financial Partners acquires Gold Coast wealth management boutique
Details of Focus Financial Partners’ acquisition of Financial Professionals, including the price paid, weren’t given.
11/28/2017
Fund giant Invesco Canada finds way into robo-adviser space
The majority of robo-advisers recommend portfolios that are predominately made up of individual ETFs.
11/28/2017
High-flying in Hong Kong
Another huge contributing factor to the soaring success story in Singapore is the ability to attract high quality bankers and having a research team that provides the quality advice that feeds down to the client base, according to Kwan.
11/28/2017
UBS exits recruiting pact, following Morgan Stanley
The agreement, called the Broker Protocol, was struck in 2004 between Smith Barney, Merrill Lynch and UBS, then called UBS Financial Services.
11/28/2017
Robo-Advisors In Wealth Management: Are They For You?
Find out how robo-advisors differ from their human counterparts
11/28/2017
The industry seeks new direction and regulator’s strategic leadership
Managing the investment is only a part of the wealth management process and the issue is that the relationship between the industry and the clients is based on investment results.
11/28/2017
Why do family businesses disintegrate?
Great wealth is a privilege and without a sense of stewardship and obligation, many rich descendants fall prey to ennui and boredom, failing to safeguard the family wealth or treat the business with respect