05/02/2019
HNW women say wealth manager diversity top priority
But of the survey topics most relevant to practitioners, the 45% who said they wanted to see themselves better represented by client facing staff was likely to be the most significant.
Wealth and Asset Management
05/01/2019
UBS Tells Some Managers They Can Hire One for Five Who Go
UBS said earlier this year that it would slow hiring and deepen cost cuts during one of the worst first quarters in recent history, which forced the bank to cut an additional $300 million in costs.
05/01/2019
Schroders develops wealth tool for US bank’s global clients
Combines science of behavioural finance and investment education to improve choices for high net worths
05/01/2019
Mirabaud AM partners with Vevey-based firm to launch SRI fund
The firms will scan the Swiss small-cap universe
05/01/2019
Marriott Is Launching Luxury Villa Rentals in the Caribbean
“What started out as a pilot a year ago is now a global offering, providing our guests with the space and amenities of a home backed by a trusted travel company, and the very best in loyalty benefits.”
05/01/2019
Focus On Private Client & Wealth Management
Supreme Court Finds “Wholly Groundless” Exception Not Grounded in Federal Arbitration Act
05/01/2019
Tenet acquires Preston wealth manager
The strategy behind the buy out model is to offer network member firms a simpler exit process for retirement.
05/01/2019
Sanlam eyes asset managers for growth
Mr Polin said Sanlam is also looking to increase its exposure outside of London in core areas in which it currently lacks a presence, including Manchester, Leeds and Edinburgh.
04/30/2019
Citi Reorganizes Law Firm Banking Business as Legal Industry Leans on Finance
The changes give the law firm group a direct line to the global head of Citi Private Bank.
04/30/2019
Q1 invested assets hit $551b at UBS' Asia-Pacific wealth division
The stronger results come on the back of a market rebound amid a dovish tone set by central banks.
04/30/2019
Wealth Column: Steps you can take now to reduce next year's tax bill
The financial decisions you make throughout the year
04/30/2019
Do Charles Schwab RIAs think their custodian is competition?
Schwab rolled out its new pricing last month.
04/30/2019
Inflows help push St James's Place funds to record £103.5bn
Andrew Croft, St James's Place's chief executive, said: "This performance demonstrates the resilience of our business through the current political and macroeconomic uncertainty.
04/30/2019
EFG International AG today announces the completion of the acquisition of 51% of the Australian financial service provider Shaw and Partners
Building on the partnership with Shaw and Partners, which is a successful domestic player with a well-regarded and recognised brand in the region, offers significant growth opportunities for both parties.
04/30/2019
How Private Banks can rethink their Brands to appeal to a New Generation of Investors
If millennials care about convenience, inspiration and openness when it comes to their investments, then these values should be visually expressed through every touchpoint
04/30/2019
SIX and Eagle Investment Systems expand alliance to include global sanctions data
“Expanding our relationship with Eagle Investment Systems delivers a data solution that empowers their clients to adapt quickly to regulatory demands and sanctions activity, helping them to trade with confidence as a result.”
04/30/2019
UK wealth managers will have to adapt as people live longer
All this means that wealth management has to change to meet the needs of this ageing cohort.
04/30/2019
St James’s Place posts strong sales despite macro uncertainty
Wealth manager says funds rise 8.3 per cent from the end of the year
04/30/2019
A Corporate Finance Approach To High-Net-Worth Individuals
These cases include individuals and family offices with business-sized needs, with business-sized challenges in accounts payable, expense management and payroll.
04/29/2019
Malca-Amit: Growth Reflects the Multi-Decade Globalisation of Wealth and Asia’s Economic Miracle
Hubbis recently met with Ariel Kohelet, Managing Director, who recounted the company’s history, explained the uniqueness of its services and highlighted the company’s priorities for future growth in the Asia region.