07/01/2019
What’s Ailing UBS’ Mega-Wealth Unit?
The Swiss bank’s stock has languished against all-time highs in the wider Swiss market
Wealth and Asset Management
07/01/2019
Equiom shortlisted by STEP for Trust Company of the Year
Hosted in London later this year, the ceremony will attract more than 700 practitioners from the wealth management industry and Equiom will send a team of ten to represent the business.
07/01/2019
Vontobel AM loses sustainable real estate arm in buy-out
The division is primarily focused on the firm's sustainable real estate range
06/28/2019
Envestnet | Tamarac to Support Merrill Private Wealth Management Advisors With Tamarac Reporting
Tamarac and Merrill have begun onboarding and setting up servicing for an initial group of up to 1,000 Merrill Private Wealth Management clients.
06/28/2019
Novia Global platform adds EQ positive impact portfolios
EQ will add an exciting new dimension to socially responsible investing within model portfolios via the platform with their Positive Impact Portfolios.
06/28/2019
Charlotte Ransom: ‘Wealth management is expensive, clunky and has no decent technology’
Netwealth CEO says her firm is here to modernise money management
06/28/2019
Big data crucial to serve mass affluents cheaply
Wealth managers will need to use AI and big data to keep their share of the mass affluent market out of the hands of robo advisers.
06/28/2019
What's Behind the 'Great Unbundling' of Wealth Management?
The latest thinking on what trends in the world of financial services mean for advisors, other industry players, and the products and services they offer.
06/28/2019
New number of shares in Handelsbanken
The share capital amounts to SEK 3 024 229 657,40 after the increase.
06/28/2019
Zug WM: how I navigate risk in unpredictable markets
In our risk classifications, we always work to a maximum equity quota, and depending on the cyclical assessment, we turn the screw back – all the way down to 0% if necessary.
06/28/2019
Merrill upgrades reporting for its wealthiest clients
The bank hopes to reach ultrahigh-net-worth clients who have complex investing needs, says Don Plaus, head of Merrill Private Wealth Management.
06/28/2019
Raymond James adds $420M wirehouse advisors
The new recruits joined the firm’s independent broker-dealer.
06/27/2019
HSBC raises over US$250m for its first private equity 'Vision' fund, with almost half from Asia
Vision 20109 is the first of a new programme of annual Vision funds, and HSBC said it has proven popular with clients looking for diversified private equity solutions
06/27/2019
UBS GWM brings pair of private market funds to Italy
The Fund aims at reaching an initial target of $250m.
06/27/2019
Forsters’ Private Wealth team shortlisted in three categories for the STEP Private Client Awards 2019/20
This year saw a record breaking number of entries with over 300 submissions from across 12 countries and only those judged to be the most outstanding in each category have been shortlisted.
06/27/2019
Revenues For Credit Suisse's Wealth Management Business Could Cross $10 Billion In Five Years
In 2015, Credit Suisse began work on a 3-year restructuring plan to focus on wealth management, and the plan has yielded strong results for the Swiss banking giant over recent years.
06/27/2019
Middle East bucks poor growth figures for global personal wealth
The Middle East however was the only region worldwide not to have witnessed slowed growth against the 2013 to 2017 figure.
06/27/2019
More Than $15 Trillion in Global Wealth to be Transferred by 2030
New Wealth-X Report reveals trends and insights into generational wealth shift.
06/27/2019
Clients ‘extremely happy’ with wealth managers – survey
PSG and NFB take top honours in Intellidex awards
06/27/2019
Wealth manager sells majority stake to LGT
LGT is taking a controlling majority stake in Validus Wealth, with the remaining shares to be retained by the company’s existing management team.