12/05/2019
Reimagining wealth management for the 2020s
The wealth manager of the future will have to focus on holistic wealth preservation, such that their clients are rich in time too
Wealth and Asset Management
12/04/2019
UBS and Credit Suisse Rediscover Their Clients
Banking With the Ultra-Rich: UBS' Kodak Moment?
12/04/2019
Hong Kong affects back end of Australian wealth management
Of imminent concern is the cyber integrity of the financial infrastructure upon which almost every Australian-domiciled investor relies.
12/04/2019
Wealth management giant acknowledges decade of historic growth ahead for EVs
Merrill Lynch’s investment research points to smart-money bullishness on electric vehicle adoption, with commercial fleets leading the way
12/04/2019
Wells Fargo Investment Institute Releases ‘2020 Outlook: A Call for Resilience’
How to position a portfolio for resilience through a long bull market, slowing global growth, presidential election year
12/04/2019
Moores Rowland acquired by Isle of Man-based trust firm
The company has operated in Monaco since 1976
12/03/2019
Axis Bank launches wealth management offering for the ultra-rich
The new product is targeted at those who can deliver a "relationship value" of over Rs 5 crore, as against the earlier Rs 30 lakh under the five-year-old old product.
12/03/2019
Next Gen: Thomas Gehlen, Kleinwort Hambros
This week we chat to Thomas Gehlen, Portfolio Construction Associate at Kleinwort Hambros.
12/03/2019
Butterfield wins Cayman Bank of the Year
The Banker, a Financial Times publication, is a UK-based periodical that each year selects banks in more than 100 countries to receive its annual awards.
12/03/2019
Don’t Chase the Market at This Stage, Says StanChart Private Bank’s Brice
He speaks on “Bloomberg Markets: China Open.
12/03/2019
Wealth firm deepens private pools with new partnerships
Wellington Management will serve as a sub-advisor iProfile International Equity Private Pool, with a primary focus on large-cap equities.
12/03/2019
Glasgow wealth manager makes first acquisition
Richard Gilliland, who formed Gilliland Neilson Brown with Ailsa Brown 17 years ago, said: “We had been looking for a year or so to acquire another IFA (independent financial adviser) business, and looked at a number, but apart from this one nothing
12/03/2019
Axis Bank launches wealth platform for ultra-rich
Axis Bank MD and CEO Amitabh Chaudhry said there has been a 24% increase in the number of high net-worth individuals who report an income of more than Rs 5 crore.
12/03/2019
UOB Acquires Vietnam Asset Manager
The acquisition is also expected to further strengthen UOB Asset Management’s presence in Asia, in line with its regionalization plans.
12/03/2019
Pictet Wealth has hopes for Asia ESG offering
Separately, the firm has been investing more in China A-shares via a third-party fund.
12/03/2019
Geopolitics and the private client world By Ashley Fife, Chairman- STEP Bermuda Branch
High net worth families increasingly seek to establish or re-domicile trusts and structure in or to politically, economically and socially stable tax neutral jurisdictions that are reputable well situated.
12/03/2019
Team managing $550 million at Northwestern Mutual goes indie
At Gatewood Wealth Solutions, each client family has a professional four-member team dedicated to making sure their plan is on track, efficient and relevant.
12/02/2019
Swiss private bank chief plays down tech disruption fears
Lombard Odier boss says newcomers will struggle to challenge market leaders
12/02/2019
1825 completes acquisition of wealth advisory business
The acquisition gives 1825 a broader UK-wide presence, including two client support centres in Belfast and Sheffield that offer a range of specialisms and expertise.
12/02/2019
Credit Suisse: No Shiny Returns For 2020
We believe that the global economy and markets will continue to show considerable resilience in the face of challenges,» said Farris, who spoke at a media briefing on Monday.