03/27/2019
Bethmann Bank makes Frankfurt push
With the merger of Bethmann Bank and ABN Amro under one roof, the entire competencies of both banks come together in Marienforum.
Wealth and Asset Management
03/27/2019
Compliant Wealth Management in a World of Regulatory Rectitude
Hui opens the interview by focusing on what has become a priority for her and her company, and that is demanding so much of the time and energy of many high-net-worth (HNW) clients and advisers, namely the regulatory environment.
03/27/2019
Northern Trust Drives Front-to-Back Office Integration for Asset Managers and Asset Owners
Through this integration and collaboration, Northern Trust offers a seamless front, middle and back office technology experience for institutional investors.
03/27/2019
Tiedemann Advisors Wins Multiple Family Wealth Report Awards
Excellence recognized across Responsible Investing/ESG/Impact Investing, Best Outsourced CIO and Individual of the Year Categories
03/27/2019
HSBC Private Banking Says Asia Junk Bonds May Return 14% This Year
"Stealth easing" of Chinese property curbs has also raised hopes of a boost ahead, even as new home price growth abated for a fourth straight month.
03/27/2019
Affordable and clean energy tops list of Sustainable Development Goals supported by wealthy investors
Currently, 16% of AUM from the HNWIs surveyed is allocated towards philanthropy.
03/27/2019
Mirabaud: Profit Jumped in 2018
At 31 December 2018, assets under management totalled CHF 32.3 billion
03/27/2019
CaixaBank launches Ocean third-party fund platform
The Ocean platform has been developed to afford the maximum level of transparency
03/27/2019
Charles Stanley partners with Premiership rugby club
Harlequins has announced Charles Stanley as its Official Wealth Management Partner.
03/26/2019
Independent Wealth Manager FINAPORT Broadens its South-East Asia Footprint
Swiss wealth management firm FINAPORT is in an expansive mood in Asia, looking outwards across South-East Asia from its regional base in Singapore.
03/26/2019
Asiamoney China private banking awards 2019
Overall best state-owned private bank: China Construction Bank Private Banking
03/26/2019
Financial adviser finalises London acquisition
It’s the first acquisition in three years for the Leeds-based firm
03/26/2019
Citi aims to grow Asia wealth management client base by 10 pct in 2019
Asia has become the main battleground for global wealth managers, including Credit Suisse, HSBC and Standard Chartered, looking to benefit from surging incomes in countries such as China and India.
03/26/2019
Minority of Millennial Investors in U.K. Favor Robo-Advisors
The wealth managers found joy in the reassurance that the more digitally advanced younger generations will still require human expertise.
03/26/2019
Onex deal for Gluskin Sheff shows high-net-worth clients still in high demand
A cross-selling-related rationale was also given in connection to a mega-deal in the wealth-management sector last year: Bank of Nova Scotia’s $2.6B takeover of MD Financial Management
03/26/2019
GAM to cut multi-asset MPS fees and rename range
Changes happening over coming months
03/26/2019
JTC announces acquisition of corporate service provider
Given the global consolidation in corporate and funds administration, we are very happy to become an integral part of the JTC family
03/26/2019
How wealth management can utilise fintech for accountability By Wael Al-Nahedh, CEO, Spearvest
The report, which surveyed 200 wealth managers, highlighted the need for wealth managers to begin choosing technologies that will help them to provide more effective client services.
03/26/2019
Schroders-Lloyds wealth joint venture announces management team
We are making great progress on designing a leading financial planning offering backed by Lloyds Banking Group’s and Schroders’ expertise
03/26/2019
NFP To Acquire Bronfman Rothschild
The combined entity, to be led by the Sontag and Bronfman Rothschild management teams, will expand the resources and expertise available to clients of both firms.