07/25/2019
UBP announces new addition to equity product range
The fund is based on the conviction that these trends will continue to create favourable conditions for leading companies
Wealth and Asset Management
07/25/2019
HSBC Private Banking Boosts Philippines Coverage
The Philippines market teams in Manila and Hong Kong report to Bala Balagopalan, market head for Philippines and Japan, North Asia, HSBC Private Banking.
07/25/2019
Wealth managers must brace for multi-trillion-dollar transfer
The age groups set to receive those assets, Gen Xers and millennials, tend to be more digitally savvy than the previous generation.
07/25/2019
Meet the wealth advisers with a family feel
Advanta Wealth attributes its success to the strong client-adviser relationships it has nurtured over the past decade
07/25/2019
Vontobel posts net profit decline, confirms 2020 targets
Advised client assets in Combined Wealth Management reach new record level at CHF 73.6 billion
07/24/2019
Why banks are doubling down on wealth management services
Banks offer this because there’s a growing demand for wealth management.
07/24/2019
EFG: Executing the 2022 strategic plan
This is reflected in our successful CRO hiring and the expansion of our international presence, as we are investing in targeted growth areas while improving our overall efficiency.
07/24/2019
AIA plan aims to plug protection, wealth creation gaps for HNW clients
Among those who are confident in their ability to grow wealth
07/24/2019
HSBC Bank Announces Partnership Expansion to US with Women’s Network
The expansion comes after a successful collaboration for the series in London.
07/24/2019
Butterfield Q2 Earnings Surpass Estimates
The core return on average tangible common equity1 for the second quarter of 2019 was 24.6%
07/24/2019
Record funds under management at Rathbone Brothers
The UK wealth industry continues to present positive opportunities for future growth which we will actively pursue.”
07/24/2019
Brooks Macdonald assets hit £13.2bn
In the period, the Group reached a settlement agreement with the Dublin-based fund company that formed part of the previously disclosed Channel Islands legacy matters.
07/24/2019
UBS loses 248 advisers in the Americas over past year
Meanwhile adviser annual productivity reaches new peak of $1.35 million
07/24/2019
UBS to increase wealth management presence in France
UBS La Maison de Gestion currently has €5 billion in assets under management and was created as part of the merger of French asset management subsidiaries of UBS (UBS Asset Management France) and of Banque Leonardo (OCEA Gestion) in 2017.
07/24/2019
Deutsche Bank posts $3.51 bn loss on restructuring costs
This, combined with our solid capital and liquidity position, gives us a firm foundation for growth.
07/24/2019
Wealth management M&A activity at record clip in first half of the year
RIA transactions were up 49 percent from the first half of 2018, and assets transacted increased 55 percent.
07/24/2019
Wealthy Americans are increasingly willing to invest, new UBS survey finds
The survey, which polled more than 3,800 wealthy investors and entrepreneurs in 17 countries, also shows US investors remain positive on the U.S. stock market but continue to rank politics and the national debt as top concerns.
07/24/2019
Wealth planning - the super-rich are not spared
Wealthy families grapple with a host of issues arguably more complex than those facing individuals of modest means
07/23/2019
Morgan Stanley Embraces The Cloud For Client Document Storage
The firm's wealth management division partnered with Box to launch a client-facing encrypted document sharing portal.
07/23/2019
Next Gen: James Carrick, Brewin Dolphin
This week's Next Gen feature sees James Carrick, investment management assistant at Brewin Dolphin detail his investment hero, his best and worst investment decisions and the biggest challenge facing wealth management in his eyes.