01/25/2019
Investment Outlook 2019 | Children of the Revolution
A decade after the financial crisis, we find the global economy transformed by structural changes and rapidly unfolding technological innovation.
Wealth and Asset Management
01/24/2019
JPMorgan's private bank expands business in Mexico: regional CEO
The bank’s growth priorities are Mexico, Argentina and Colombia, Tejpaul
01/24/2019
Fleeing Clients Are Grim Reality in Banks' Push to Manage Wealth
The news surprised investors used to steady results from UBS, which was the first European bank to pivot away from volatile investment banking after the financial crisis, and toward the business of wealth management.
01/24/2019
Wealth Managers Eye Singapore-Based Chinese Enterpreneurs For Family Offices
Wealth managers' presence in the establishment of a family office is essential as they can help firms through every step of the transition
01/24/2019
Wealthy property investors remain active in the capital
Even with the current political turmoil and compared against other EU cities, it remains politically stable with a transparent tax regime.
01/24/2019
Henri Leimer: «We Decided to Stay, Even When Times Were Tough»
Even though we thought things moved at a fast pace back then, it was nothing compared to the way it is today.
01/24/2019
Asia Pacific asset management industry to double to US$29.6 trillion in 2025, PwC says
Assets of sovereign wealth funds are expected to double to $5.7 trillion from $2.8 trillion over the same period.
01/24/2019
10 years after crisis, bank CEO pay swells again
At Morgan Stanley, Chief Executive James Gorman will take home $29 million, up seven percent.
01/24/2019
Harwood Wealth Management Annual Assets Rise On Nine Acquisitions
The company said this growth was achieved against the "backdrop of an unpredictable market" which was "more volatile" than Harwood has experienced since its listing three years ago.
01/24/2019
Opal Wealth Advisors Launches In New York
Longtime Partners Pair Financial Planning with Professional Development to Help Clients Achieve True Financial Freedom
01/24/2019
Raymond James Beats Estimates as Private Client Sales Jump 10%
The firm has 7,815 advisors, which is up two from the prior quarter and 278 from a year earlier.
01/24/2019
Brooks Macdonald backs cost-cutting drive to buck market falls
The efficiency measures that we recently announced combined with ongoing cost discipline will help deliver greater value from this opportunity.
01/24/2019
SJP reports £10.3bn inflows
The continued strength in retention of clients and their investments resulted in net inflows of £2.6 billion in the final quarter
01/24/2019
Alpadis acquires Labuan trust business
Alpadis Group acquires the Labuan Trust Company business from KPMG Labuan Trust Company Limited, expanding its core team, client base and cementing the Group’s leadership position.
01/23/2019
Brewin Dolphin Q1 total funds down 7.7 pct
The first quarter has been characterised by lower market levels and ongoing macro-economic uncertainty.
01/23/2019
Property investment, rising wages, and higher employment - is the UK economy poised for a post-Brexit boost?
Political chaos has taken the focus away from the UK's growing economy
01/23/2019
The ‘How’ of Insurance Solutions for Asia’s HNWI Clients
How do insurers fully understand the needs of their clients and ensure that they provide the optimal solutions?
01/23/2019
AJ Bell assets under administration slip 4% amid choppy markets
The drop in AuA was limited somewhat by a rise in net inflows as customers continued to sign up to the company's platform,
01/23/2019
VP Bank Reports Record Net New Money Inflow
Operating expenses amounted to approximately CHF 232 million (2017: CHF 229.8 million).
01/23/2019
UBS pins future hopes on wooing ultra-rich Americans
UBS, the world’s biggest wealth manager, merged its US and international private banking teams a year ago and recently unveiled bold plans to reconnect with American millionaires.