06/10/2019
Clifton Asset Management makes wealth manager acquisition
The first to join, Plan For Life was described as “the ideal advisory business” Clifton is looking to attract to its regional network.
Wealth and Asset Management
06/10/2019
WHIreland Wealth Management wins further Wealth Adviser award
The annual Wealth Adviser Awards recognise excellence among wealth managers and service providers from across the UK and its Crown Dependencies in a range of categories covering the entire wealth management sector.
06/07/2019
Five Ways Securities-Based Lending Unlocks Opportunities for Advisors and Clients
By definition, high-net-worth and ultra-high-net-worth clients have enough assets to fund their lifestyles and meet their financial goals.
06/07/2019
Vying To Serve Asia’s Rich
Private-banking assets in East Asia will soon outpace Europe, but competition is fierce.
06/07/2019
Meet the Money Whisperer to the Super-Rich N.B.A. Elite
Who’s the guy Klay Thompson and other N.B.A. stars trust to manage their wealth?
06/07/2019
UBS and Sumitomo Mitsui Trust Bank strike partnership
Japanese lender to sell Swiss group’s wealth management products as part of alliance
06/07/2019
Goldman Sachs CFO Eyes Wealth Management Acquisitions in Europe
Executives at Goldman Sachs have been sketching out more details of how the firm plans to expand beyond its investment-bank division into more stable sources of revenue.
06/07/2019
Kingswood partners with Flagstone to launch new cash platform proposition
Kingswood believes the flexibility and accessibility of choice coupled with the compensation protection will act as a strong incentive for clients to move their savings into accounts paying higher rates of interest.
06/07/2019
UBS recruits two dozen brokers. Will it hire more?
In 2016, UBS pulled back on recruiting, citing high costs.
06/07/2019
Africa: New Frontier For Private Banking
A rising entrepreneurial class is fueling the growth of African private banking, and competition is heating up.
06/07/2019
$17B gone: The biggest-ever advisory team exit and the bank that lost it
If all that wasn't enough, only seven years have elapsed since the bank paid a groundbreaking $125 million to the advisors to acquire the RIA, Luminous Capital.
06/07/2019
Are you richer than you think? How to calculate your net worth by Penny Lovell
‘Your net worth is usually determined by what remains after your bad habits are subtracted from your good ones.’ – Benjamin Franklin
06/07/2019
Credit Suisse to team up with WM platform provider
Credit Suisse launched the first digital private banking solution in the region in 2015, and partnered with the fintech company Canopy in 2017 to make accessible to its clients an automated account aggregation platform and reporting solution.
06/07/2019
Fidelity Plans New Wealth Management Platform
New open architecture platform will deliver deep integration with eMoney and access to leading investment and technology solutions, plus Fidelity’s robust service and a simplified client experience
06/07/2019
UBS Recruited Fewer Than Two Dozen U.S. Advisors This Year, Executive Says
“That’s obviously not a lot for a major wirehouse firm,” Louis Diamond, a New York-based recruiter with Diamond Consultants said of the new-broker count. “It definitely fits with the narrative about selectively recruiting.”
06/07/2019
How wealth management has evolved
The year 2018 was full of surprises from a regulatory point of view
06/07/2019
Axxsys joins larger asset and wealth consultancy
Axxsys has provided specialised management consultancy and technology implementation services to the investment management industry since 2003.
06/07/2019
“Rich people are mostly born rich”
There are different routes to making a fortune, depending on the age and part of the world you live in.
06/06/2019
HSBC Global AM to launch green bond fund
It is expected that this framework will also encourage transparency and knowledge sharing amongst investor and issuer communities.
06/06/2019
India's wealth managers buck the Asia trend with 18% asset growth
As wealth grows in India, the country is attracting even more investment from abroad.