06/26/2018
CIBC extends private wealth brand across U.S.
CIBC Atlantic Trust Private Wealth Management becomes CIBC Private Wealth Management
Wealth and Asset Management
06/26/2018
Swansea Building Society links with wealth management firm
St. James’s Place is a FTSE 100 company with £89.91bn of client funds under management.
06/26/2018
YBR exits key wealth business
He said the YBNRIS was a stand-alone legacy business within the broader YBR Wealth Division
06/26/2018
The Family Office Shuffle And How To Avoid Getting Less Than You Are Expecting
When delivering services and products, high-caliber multi-family offices ensure that everything they do works cohesively.
06/26/2018
2018 Insights on Wealth and Worth
Putting wealth into action
06/26/2018
Taiwan's secret offshore billions lure wealth managers
For Chen and his senior wealth management advisers that seems to involve an awful lot of legwork, tracking down Taiwan-born, high net-worth individuals (HNWs) and then pitching Yuanta’s case.
06/25/2018
CBA to de-merge wealth management and mortgage broking business
The new plan means the previously announced initial public offering of the asset management unit has been cancelled, according to CBA.
06/25/2018
Quilter valued at £2.76bn as it floats on stock exchange
Directors and prospective directors of the business will own 0.53 per cent of Quilter..
06/25/2018
Former Pictet global trading head outlines boutique venture
The duo will launch a long/short strategy this summer, which has the working name of Stouff Fund Global Equity Long/Short.
06/25/2018
Swiss private bank UBP hires top banker to attract more U.S. clients
Over the next three years, the group wants to grow its business for U.S. clients to some 2 billion Swiss francs ($2 billion) of managed assets, a spokesman said, declining to quantify the current size.
06/25/2018
Singapore firm aims high in tough WM environment
Fund selection for clients is done through several avenues, he said.
06/25/2018
Maybank, Singapore’s WMI to set up wealth management academy
The MWMA programme is for seven months and its syllabus includes digital awareness, data analytics, computational thinking and human-centred design, said Nora.
06/24/2018
Hawksford win big at Citywealth awards
Winning two golds and a silver out of four categories is a testament to the exciting and progressive Hawksford business and recognises the hard work and dedication that goes into supporting the growing brand.
06/22/2018
Ambitious Wealth: when philanthropy goes wrong
How the value of a building and the value of an institution differ
06/22/2018
Goldman Sachs considering expanding bitcoin operations further
The bank’s leadership has been “encouraged” by messages given by China’s leadership on opening access to the market, Solomon said.
06/22/2018
Quilter broadens its horizons
Listing of full service wealth manager should appeal to local and British investors.
06/22/2018
Stephen Lansdown sells £129m HL stake on record highs
The sale is the first time he has returned to the market since August last year according to Reuters shareholder data
06/22/2018
HSBC launches HNW concierge service
A table at Noma, World Cup seats or Beyoncé tickets, all at the push of a button
06/22/2018
UBS Merger Hits Roadblock
UBS is faltering on the «improved efficiency» part
06/22/2018
Canaccord launches ESG portfolio service
The launch comes after UBS teamed up with the World Bank earlier this month to launch its first sustainable investing portfolio for UK clients.