11/19/2017
What does tomorrow’s wealth management look like?
People’s schedules have become busier
Wealth and Asset Management
11/19/2017
Luxembourg-based private bank denies any plot against Qatar
The article is based on documents that belonged to the United Arab Emirates (UAE) ambassador to Washington, Youssef Al-Otaiba.
11/17/2017
Global Alliance Partners Welcomes another Partner in Europe
SEAL Consulting is anchored on its founder’s 20-year experience in company management and international finance, as well as tax consulting for private and institutional clients in different Swiss banks.
11/17/2017
Julius Baer launches fourth edition of Wealth Report
The lifestyle index is showing a positive and consistently appreciating trend across Asia.
11/16/2017
Close Brothers Asset Management boosts assets
As expected, the Asset and Motor Finance loan books remained broadly flat, as we maintain our underwriting and pricing discipline.
11/16/2017
Swiss bank EFG sees net inflows for first time since end-2015
Some outflows were expected to continue into the first quarter of 2018
11/16/2017
Investec profit climbs, helped by wealth unit
Net interest income up 16% to 364.4 million pounds.
11/16/2017
Singapore's wealth per adult is the ninth highest globally
Wealth distribution in Singapore is only moderately unequal.
11/16/2017
Stanbic launches one-stop unit targeting wealth-hungry clients
Wealth becomes Stanbic’s third dedicated unit after Personal and Business Banking and Corporate and Investment Banking arms.
11/16/2017
Acquisitions Bring Aim Listed Planning Firm’s Profits Ahead Of Expectations
Harwood Wealth Management Group Is On Track To Beat Analyst Forecasts Of Profitability This Year
11/16/2017
Why Haven’t More Banks Embraced Digital Platforms?
New Regulations To Act As Bridges Opening Into The Banking’s Strongholds
11/16/2017
HNW Investors Put FA’s Trustworthiness Above Returns
Meanwhile, three-quarters put the most stock into long-term investment returns, according to the survey.
11/16/2017
Smaller Firms Will Be Most Impacted by Protocol Exits
Smaller firms, those with between $100 million and $200 million in assets, will have a harder time paying settlements.
11/16/2017
UBS Wealth to Raise Customer Account Fees in 2018
The Swiss bank currently waives account fees for U.S. customers who have $1 million in their combined household accounts and who generate fees and commissions of $10,000 for the firm.
11/16/2017
Old Mutual Wealth: we're SJP's only credible scale competitor
According to slides in the Old Mutual Wealth presentation, at the end of June 2016 Old Mutual Wealth had 1,803 advisers, not including Caerus advisers.
11/15/2017
No Rush to Make an Impact
The market remains relatively underdeveloped compared with some parts of the world.
11/15/2017
HSBC Private Bank Settles in France
The settlement is the first sign of a thaw by French prosecutors pursuing Swiss banks, including UBS, which is also involved in a years-long investigation for similar allegations.
11/15/2017
New Issue of Investments & Wealth Monitor Focuses on Fiduciary Practices
Adhering to the best fiduciary practices ensures that the advisor-client relationship maintains the highest ethical standards
11/15/2017
Old Mutual Wealth reveals new name under major restructure plans
The Wealth Platforms division will feature the Old Mutual platform.
11/15/2017
Multi-Family Offices See Growth Spurt As Rich Get Richer
This Rise In MFOs Can Be Attributed To A Broader Shift Towards Lower Costs And Greater Transparency