08/20/2019
Private Client Resources and Private Wealth Systems Partner to Expand UHNW Offerings
Partnership will Provide UHNW Advisors and Families Actionable Insights by Combining Great Data with Great Tools.
Wealth and Asset Management
08/20/2019
How the world's richest family invests its wealth
For now, the Walton family’s holdings outside of Walmart are a fraction of their overall wealth
08/20/2019
UK Wealth Management Market Estimated to Record Highest CAGR of +16% by Top Companies
The UK Wealth Management market was valued at US$ 1.73 Billion in 2019 and is projected to reach US$ 4.10 Billion by 2025, at a Compound Annual Growth Rate (CAGR) of +16% during the forecast period.
08/20/2019
Private banking in the Philippines: Asia’s next frontier?
In terms of HNWIs, the Philippines is the 12th wealthiest country in the whole of Asia.
08/20/2019
VP Bank reports sharp growth in earnings
VP Bank Group has confirmed its long-term growth trajectory.
08/20/2019
KBL aquires wealth management business
KBL epb's return to Switzerland as part of its ambitious growth strategy under the leadership of Jürg Zeltner, who was recently appointed Group CEO and member of the Board of Directors.
08/20/2019
Boutique wealth manager signs UN-supported Principles for Responsible Investment
We also welcome the recent implementation of minimum requirements for membership, to strengthen accountability and recognise best practice.
08/20/2019
Brewin Dolphin opens Kent office
William Hepburne-Scott, regional director, Brewin Dolphin, said: “The advice gap is real, and changes such as pension freedoms have meant seeking advice at key moments in your life has never been more important."
08/20/2019
Tilney spends £1.7m on assessing advice targets
The £1.7m figure was much higher than the £400,000 spent on the same activities in 2017.
08/20/2019
To give or invest?
The information is designed to help them understand the different opportunities and decide how to allocate their sustainable investment and philanthropy portfolios to achieve the best outcome for their requirements.
08/20/2019
Edmond de Rothschild Retreats
The delisting also shuts investors off from an unusual annual perks.
08/20/2019
Pictet assembles new LatAm team led by ex-Julius Baer banker
Pictet’s wealth management unit is headed by former Julius Baer chief executive Boris Collardi.
08/20/2019
Coutts’s Wong Is Overweight Sterling Assets
She speaks on “Bloomberg Markets: European Open.”
08/20/2019
HighTower Makes Strategic Investment in Wealth Manager
Lexington Wealth Management was drawn to the synergistic culture, comprehensive operational support, and capital that HighTower could provide.
08/19/2019
Falcon: «Fragile Private Banking» for Sale
His goal is to bring on new teams and money to return to profitability; last year, Falcon's losses deepened to 32 million Swiss francs, from 28 million francs the prior year (when owner Adu Dhabi had to pump money in).
08/19/2019
Ex-Barclays Wealth boss says bank 'scapegoated' him after FCA ban lifted
Andrew Tinney slammed the bank on Friday, following the reversal of the Financial Conduct Authority’s decision to pursue a ban against him.
08/19/2019
Tilney confirms talks over Smith & Williamson merger
These discussions are ongoing and there can be no certainty that a transaction will proceed. A further announcement will be made as and when appropriate.
08/19/2019
Netwealth FUA, adviser numbers rise
"This review identified matters involving client rectification costs and legal expenses of $1.1 million. Our commitment has always been that when we make errors, we rectify them," Tong said.
08/19/2019
Edinburgh-based private bank hails double-digit growth
The first half of 2019 saw the launch of an “enhanced” digital banking service and the strengthening of the banking teams in both Edinburgh and London.
08/19/2019
Digital Needs Of Both Asset And Wealth Managers
This group has traditionally required portfolio analytics, performance, and associated market data to service their clients.