11/06/2018
Credit Suisse Launches Equity Tool
The launch of HOLT underscores Credit Suisse’s continued commitment to China and will help investors to improve their investment processes as the market further matures.
Wealth and Asset Management
11/05/2018
American Clients: Duel Over a Couple of Bucks
Two bankers with contradicting views on the same market. Syz and Ermotti were talking about offshore banking with rich Americans.
11/05/2018
SGG Group completes acquisition of Lawson Conner
The acquisition strengthens SGG’s service offering to fund managers through the provision of a complete suite of compliance and regulatory services.
11/05/2018
GAM rebuffs Schroders approach for hedge fund unit
Embattled Swiss fund manager would prefer a sale of the whole business
11/05/2018
Financial Planning and advisory firm makes new HNW acquisition
Acquisition of Hazlems Fenton
11/04/2018
Embracing the human touch at Coutts PO
All that comes together in the private office world, and even more so in running a business within it.
11/04/2018
Nedbank partners with Ecobank to offer wealth management services in West Africa
The initiative of Nedbank which owns 21% stake in Ecobank occurs in the context of an inclination of giants of the banking industry towards expansions in West Africa, a region which has been experiencing strong economic growth.
11/02/2018
Products and Solutions for Asia’s HNWIs: Golden Opportunities Await
Families that are wealthy tend to have a lot of interests around the world, so there are tax issues that come up everywhere.”
11/02/2018
Listed financial planning group snaps up Harrogate wealth management firm in £4.5m deal
The initial consideration for the acquisition is £2m in cash, funded from the Company’s existing cash resources.
11/02/2018
Wealth Manager vs. Financial Advisor
To help you understand better how wealth managers compare to other financial advisors, and whether a wealth manager is the right choice for you, we’ve created this guide.
11/02/2018
Wealth in Switzerland: Sizing the Market Opportunity
Similar to many other mature financial markets, Switzerland has a balanced allocation outside of deposits.
11/02/2018
Van Lanschot Kempen trading update: third quarter 2018
"Asset Management was a major contributor to net AuM inflows, with fiduciary management accounting for net inflows while our investment strategies recorded outflows.
11/01/2018
RBC Wealth Nabs $550M Merrill Team in Beverly Hills
The two advisors come on board about one week after RBC added a Wells Fargo group with $1.4 billion in assets.
11/01/2018
Re-engineering the wealth management model for foreign banks in India
He observed that while the local players upped their game, the foreign banks have unfortunately witnessed dwindling commitment levels from their own head offices.
11/01/2018
Wealth managers’ UK expansion is a ‘targeted recovery’
Spate of hires due to fact that ‘there is simply not enough advisers to provide advice in the UK’
11/01/2018
Coutts launches ‘Coutts Invest Pension’
Clients can select from five low-cost investment funds, depending on their risk tolerance. The funds are actively managed by Coutts’s highly experienced investment team.
11/01/2018
Swiss bank Vontobel says advised client assets rise 19 pct
Overall, however, the first nine months of 2018 yielded solid results in line with Vontobel's expectations
10/31/2018
Growing opportunities from Islamic wealth management
But demand for shariah-compliant products extends beyond Muslims.
10/31/2018
Special Report: Where Smart Beta Works Best for High Net Worth Clients
Smart beta strategies can be applied in a wide variety of ways depending on an advisor’s goal
10/31/2018
Wealth Manager Top 100 2018: the final 25 top guns
Welcome to the grand finale! We reveal the final 25 names to make our guide to the leading fund buyers across the private client world