07/12/2019
Schroders Personal Wealth to launch exclusive multi-asset range for clients
The funds are run on an open architecture basis and are manager of managers strategies
Wealth and Asset Management
07/12/2019
CreditEase’s Tang Ning: China’s Wealth Management Market is Undergoing Five Major Shifts
This meeting was joined by over 1,800 leaders from business and government as well as experts and scholars from more than 120 countries
07/11/2019
White Paper on Levels of Intelligence in Wealth Management
The white paper provides an overview on the state of the intelligent wealth management sector, investigates the needs and opinions of its customers, and offers a look ahead at the sector's future developments.
07/11/2019
China’s Wealth Management Market is Undergoing Five Major Shifts
Senior Chinese government officials including Premier Li Keqiang, Wang Zhigang, minister of science and technology, and Hao Peng, director of the State-owned Assets Supervision and Administration Commission, attended the meeting.
07/11/2019
UBS' Top Dealmaker Wants to Tap the Wealthy
The unit, dubbed private capital markets, seeks to build a bridge between other super-wealthy private banking clients and the funding needs of private firms.
07/11/2019
'Nouveau riche' present key opportunity for wealth managers
Total global wealth is set for solid growth over the coming years, particularly China and India.
07/11/2019
High net worth wealth reverses 7-year uptrend in 2018
Markets have since rebounded this year.
07/11/2019
Ernie Garcia Named to Forbes List of America’s Best-in-State Wealth Advisors
The ranking, developed by Forbes’ partner SHOOK Research, is based on an algorithm of qualitative and quantitative data.
07/11/2019
Edmond de Rothschild acquires 34% of quant asset manager
With a research and management team of around 10 experts, Eraam specialises in seeking absolute performance through factor management using a proprietary, disciplined and transparent approach.
07/11/2019
BBVA among 2019 Best Banks for High-Net-Worth Families in the U.S.
Kiplinger evaluates and posts its special Best Banks listing once a year, based on data from Informa Financial Intelligence, including interest rates, fees, minimum-balance requirements, free perks and other features for a variety of deposit accounts.
07/11/2019
VP Bank Eyes China Market Through Hywin Wealth
Both institutions’ anchor shareholders take a long-term view, guaranteeing continuity and independence as well as sustainability coupled with technological affinity.
07/11/2019
Ex-Credit Suisse Veteran Poised for Genevan Deal
Illy has been looking into taking over a private bank in Geneva, finews.com has learned from several people familiar with the matter.
07/10/2019
Quarterly Update: Politics Casts Clouds on Sunny Markets
Supportive central banks sweetened the second quarter for investors but late cycle risks remain.
07/10/2019
GAM Holding Sees First-Half Net Loss as Asset Slump Bites
GAM confirms that it is on track to sell the remaining ARBF assets on or before 15 July 2019 and will update the market upon completion.
07/10/2019
New Site Aims to Build Community for Independent Advisors
Model FA's new site includes a blog and podcast series with financial planners and experts on how to build and thrive as independent advisor or firm in the industry.
07/10/2019
Warren Averett Asset Management Ranked by Financial Times and Accounting Today as Top Financial Advisor
This is the second consecutive year that Warren Averett Asset Management has been included in the list.
07/10/2019
Lim Soon Chong: Envisioning Loyalty and Longevity in Wealth Management
From his viewpoint as Managing Director and Regional Head, Investment Products & Advisory for the Consumer Banking Group & Wealth Management at DBS Bank, he believes the digitised wealth management template the bank is rolling out across Asia can
07/10/2019
Wealth report glosses over South Africa’s growing wealth gap
It says average person has net assets worth $11,500 – but reality begs to differ
07/10/2019
Ex-EFG CEO Dies Unexpectedly
He left the Swiss wealth giant for the CEO job at Sarasin in 2006, staying on for two years after the Basel-based private bank was sold to Brazilian-Swiss Safra in 2011.
07/10/2019
EdR takes stake in fund boutique
‘This partnership strengthens our offer in the short term and, over the medium term, it will enable all of our active managers to rely, in addition to their own analysis, on the tools and processes developed by Eraam.’