08/15/2019
Vistra shortlisted in four categories at Citywealth Powerwomen Awards 2020
The shortlist is based on submissions, judges’ recommendation and editorial research
Wealth and Asset Management
08/15/2019
Octopus to acquire wealth technology business
The firm currently has around £10m of assets on its platform and around 300 customers.
08/15/2019
Bond yields signal recession risk, we say not so fast - UBS
The US economy remains well placed to withstand continued weakness in global manufacturing, so long as there isn’t a further escalation in the USChina trade dispute whereby tariffs rise to 25% on all Chinese imports.
08/15/2019
Wealthtech acquisition shows we’re serious about revolutionising financial services
For far too long, the banks, building societies, insurance companies and investment companies have held all the power in their relationships with customers.
08/15/2019
Wealth managers increase exposure to global bonds
Many believe there is still opportunity to be found in the UK and in the equities sector
08/15/2019
Wealth firms should be wary of digital financial advice platforms, says GlobalData
Financial advisory firms should be more concerned about the rise in popularity of digital financial advice platforms as they gain in popularity, says GlobalData, a leading data and analytics company. According to GlobalData’s 2018 UK Independent Fi
08/14/2019
Mercer Advisors acquires wealth manager
David Barton, added, "Alan is a man of high integrity and is the living embodiment of the highest ideals and standards our industry was built on. He doesn't make a single decision without first asking the question, 'Is this good for our cli
08/14/2019
Singapore banks can be the rock for wealth clients
The Singapore banks are increasingly dependent on wealth management as a driver of fees income.
08/14/2019
StanChart eyes $100 billion private bank assets in growth push, to hire bankers
The private banking business accounted for just 3.8% of StanChart’s total profit before tax in the first-half of this year.
08/14/2019
Accountancy firm's business advisory team hits £1 million in fees
A flurry of business has boosted Anderson Anderson and Brown's business advisory team's fee base
08/13/2019
Juerg Zeltner Racks Up Another Job
Fifty-two-year-old Zeltner is expected to be nominated as a non-independent director, and be approved at Deutsche's next shareholder meeting next May.
08/13/2019
Bank of Singapore’s Tan: «Banking Needs to be a Lifestyle»
Naturally, Bank of Singapore’s growth was backed by a major hiring drive that saw headcount grow 2.2 times in the same period from 186 to 401.
08/13/2019
UBS Private Wealth Advisor John Straus, Jr. CFP® Named to Forbes' List of Top Next Gen Wealth Advisors
Recognition of an exceptional career in Financial Services
08/13/2019
Guernsey Finance targets South Africa private wealth
Guernsey is keen to grow its presence in the region, and Mr Crawford believes the country offers opportunities for the island.
08/13/2019
Choosing a Wealth Manager: the Decision-Making Process in the UK
Inheritance and estate planning services that include current HNW clients’ children in the planning process are the most straightforward solution.
08/13/2019
Syz: Tale of New Awakening and Return to the Roots
Bank Syz became an important player within the banking industry and the end of banking secrecy didn’t harm its business to any significant degree.
08/13/2019
Walker Crips signs new tech deal in search for cost savings
We were looking for a business management system
08/12/2019
5 Trends That Wealth Managers Need to Keep Their Eyes On Right Now
While overall satisfaction toward wealth management firms are still at a healthy level, wealth clients’ expectations are increasingly shifting to expect their wealth management providers to offer seamless, convenient digital experiences, and current
08/12/2019
INDONESIA: Banks hope to strike gold with wealth-management products
To support its expansion in the mutual fund industry Commonwealth Bank signed a business deal with Sucor Asset Management in Jakarta on Thursday to sell the latter’s new mutual fund product.
08/12/2019
Malaysian wealth firm seeks more offshore assets
Following its partnership with BOCHK AM, KL-based Areca Capital has made a similar arrangement with Value Partners.