05/24/2017
Estera CEO and Group Directors Recognised on Citywealth Leaders List
The Leaders List is the result of an ongoing year-long programme of peer recommendation and verification.
Wealth and Asset Management
05/24/2017
DeVere closes Miami office
This relocation is part of a strategic expansion that will allow us to take on more financial advisers
05/24/2017
UBS Throws Hat Into Luxe Credit Card Rewards Game
The card also allows for the redemption of 25,000 points for an airline ticket
05/24/2017
BNY Mellon Announces Partnership with CFA Institute to Develop Collaborative Research on Social Investing, Diversity and Inclusion
For BNY Mellon, one benefit of the partnership is an increased focus on continuing professional education opportunities aligned with its business strategy.
05/24/2017
Raymond James Financial Reports April 2017 Operating Data
The growth over last year’s April was largely attributable to higher balances of Private Client Group assets in fee-based accounts.
05/23/2017
UBS: Cultivating a New Breed of Private Bankers
Digital attackers are cheaper, faster and less emotional at filling portfolios with the right stocks and bonds.
05/23/2017
UBS SmartWealth: an ‘intrapreneurial’ success
Now I have flipped over to the business side to co-head our new venture, UBS SmartWealth.
05/23/2017
Valiant Has Something That UBS Wants
Weber aims to act according to his pledge
05/23/2017
Wealth structuring and administration solutions firm re-brands globally
With clients in 115 countries, the international corporate, private client and funds business has created a fresh, universal image, which will help it to deliver on its global growth ambitions.
05/23/2017
The former Citigroup MD trying to bring bankers out of the dark ages
Nguyen Trieu has been involved with various fintech organisations for the past two years
05/23/2017
Unigestion CEO Joins the Board of Sustainable Finance Geneva
Fiona is an advocate for Responsible Investment and has been an active member of Unigestion’s Responsible Investment Committee since its inception five years ago.
05/23/2017
Merrill’s Recruitment Halt a Boon for RBC and Others
RBC has been more aggressive pursuing experienced advisors with substantial bonuses than other firms, except for the wirehouses, according to Diamond.
05/23/2017
Bank of Montreal earnings rise on wealth management strength
U.S. loan and deposit growth had moderated
05/23/2017
Apfa members vote in favour of WMA merger
Apfa director general Chris Hannant said the merger could not be confirmed until this vote takes place.
05/22/2017
Singapore’s OCBC Bank eyes ultra rich in Indonesia with set up of new private wealth business
Wealthy Indonesians have long been a big business segment for Singapore's wealth management industry.
05/22/2017
Technology: reshaping the future of wealth management
Advisors will have to be just as technologically empowered as any other consumer-facing business in order to compete.
05/22/2017
Assets Rise At Julius Baer
Last year’s significant investments in attracting senior relationship managers started to accelerate net inflows to the middle of the 4-6% target range.
05/22/2017
Meet the Investment Influencers: UBS's James McGuire
Our regular video series continues
05/22/2017
Wealth boutique to launch online investment service
The service is set to launch next quarter and the portfolios will carry an all-in fee of 0.65% with no minimum investment.
05/22/2017
OCBC launches onshore private banking in Indonesia through local unit
The unit will leverage OCBC’s wealth management platform that draws on the combined product expertise of the bank