01/11/2019
Fund managers count cost of December’s stock market fall
UBS analysts called the period “one of the worst quarters in recent years for European asset managers” as it lowered earnings per share forecast for a basket of fund stocks.
Wealth and Asset Management
01/11/2019
Chinese growth is more of a concern than the American economy right now, private bank says
As for how markets will react to the continued trade war gyrations, Brill said to expect more "swings."
01/11/2019
Partnership promises new wealth-management business model
Foundation Wealth said it is partnering with Purpose Advisor Solutions (PAS)
01/11/2019
BNP Paribas Wealth Management Charts Asia Course embracing Digital, Advisory and Discretionary
He says that the overall mission is to enhance client experience and draw the client further into the bank’s broad array of offerings.
01/10/2019
Guinness AM teams up with Brewin Dolphin on multi-asset funds
Balanced and growth funds aimed at expat investors and their advisers
01/10/2019
Geneva WM opens new Neuchâtel branch
‘The costs of opening a new shop abroad would be significant, especially for a small firm like ours,’ Zell said.
01/10/2019
Children of Millionaires Cherish Family Values Over Wealth
More than 84 percent of the children surveyed say their family’s charitable giving aligns with their own values, and two out of three (63 percent) report they are giving together as a family.
01/10/2019
Crédit Agricole in Partial Retreat
Switzerland is home to roughly ten Crédit Agricole trading employees.
01/10/2019
Private Banking: New Trends or More Doom and Gloom?
Since then, wealth managers have emoted doom and gloom, and hardly any players voiced optimism about 2019.
01/10/2019
SBI Wealth targeting 50 centres by 2020
The Bank was also in the process of setting up a state-of-the-art Global e-Wealth Centre at Kochi, Gupta said.
01/10/2019
Sweet charity: how the principles of philanthropy can benefit donors and good causes
Make your charity donations count by considering philanthropy services and giving the tax-efficient way, writes Sam Barrett.
01/10/2019
Family Offices See Private Equity as Key to Future Returns, Study Finds
Education and Succession Planning Become Higher Priority
01/10/2019
Swiss group Mirabaud unveils LatAm plans after Brazil acquisition
The asset manager will become the Swiss firm's first branch in Latin America
01/09/2019
Atria Wealth Solutions acquires independent wealth management firm
"As Atria continues to build and grow within the independent advisor channel, we identified NEXT as a perfect partner in our mission to reinvent the entirety of the independent wealth advisor service model," says Doug Ketterer, CEO and Founding
01/09/2019
Carson Wealth Picks Up Wells Fargo Team
Carson says “several” other wirehouse advisors and brokers have committed to coming on board in coming months.
01/09/2019
Pictet Downplays Collardi Effect
The top banker's remarks don't change the fact that come the end of next year, the former Julius Baer boss will be able to fill newly-refurbished office space with some of his old colleagues.
01/09/2019
The seven countries in our Asia-Pacific backyard where kings and queens still rule
Excluding a clutch of states in the Asia-Pacific headed by Queen Elizabeth II, there are seven monarchies: Bhutan, Brunei, Cambodia, Japan, Malaysia, Thailand and Tonga.
01/09/2019
Finma adds three new firms to warning list
The list includes companies that might be carrying out unauthorised or unsupervised wealth management and banking services
01/08/2019
Washington Trust Announces New Private Client Group
Confessore Leads Team Which Includes Former RISCPA President Bob Mancini
01/08/2019
City 'Superwoman' Nicola Horlick defiant as losses mount at her 'greatest triumph' Money & Co
For the last few months, the company's been profitable.