11/15/2018
KW Wealth launches ethical portfolio range
Move comes despite limited number of suitable actively-managed fund choices
Wealth and Asset Management
11/15/2018
Nomura Completes Investment in Julius Baer Group Subsidiary
Nomura does not expect the investment to have a material impact on its consolidated results.
11/14/2018
Rothschild & Co: 2018 – 3rd quarter release
Third quarter up 11% to €296 million
11/14/2018
Jersey Finance research highlights challenges of wealth transition in the Gulf region
The report, entitled ‘Wealth Structuring and the International Financial Centres: Perspectives from the GCC’, reflects the views of over 70 wealth management industry practitioners working in the GCC market during a thought-leadership roundtab
11/14/2018
Women-only wealth manager network rolled out in the UK
Raymond James pushing to increase the number of females in wealth management
11/14/2018
Australian wealth management platform launches in UK
Increasing headcount is no longer the answer, but reducing investigation time and making smarter decisions is.
11/14/2018
Swiss Bank selects Allfunds Bank as fund distribution platform
Chose Allfunds because of its investment fund expertise and global leadership in the fund platform business.
11/14/2018
Saudi females boost DIFC private wealth industry
The aim is to attract wealthy investors, entrepreneurs and workers to put down roots.
11/13/2018
SJP Academy celebrates new Financial Planning graduates
The Academy gives learners the opportunity to undergo thorough training before being offered the chance to become wealth advice professionals or Paraplanners within the St. James’s Place Partnership.
11/13/2018
Wells Fargo merges wealth division with private bank
A new job role will be created to manage the merged unit, which does not yet have a name.
11/13/2018
Maybank Asset Management and Schroders enter strategic partnership targeting Malaysian wealth market
Collaboration draws on strengths of two powerhouses, to co-develop range of specialist investment solutions
11/13/2018
Sanlam FOUR renamed Sanlam Investments to align with parent brand
Five years after being bought by Sanlam
11/13/2018
Barclays' senior duo to meet with activist Bramson
Sheborne Investors, Bramson’s vehicle, has a 5.4% stake in Barclays
11/12/2018
RBC honoured with four wealth management awards at industry galas
This is an important enabler in the company’s shift towards a planning-led, discovery-based approach to servicing clients.
11/12/2018
LGT designated best private bank for alternative investments
The Global Private Banking Awards were awarded by the Financial Times publications Professional Wealth Management and The Banker for the tenth time this year.
11/12/2018
Vontobel: A Spotlight on Family Influenced Businesses
One of the most debated topics among researchers into family businesses is how to define one in the first place.
11/12/2018
Rare, hundred year old pink-diamond all set to sizzle at Christie's for $50 million
The cuts on the Pink diamond are more classical almost like an emerald.
11/12/2018
Alprockz Partners with Geneva Swiss Bank to Create New Form of Money
The project has won support from one of the most forward-looking banks in Switzerland to create the most transparent and reliable stablecoin, backed by the Swiss franc.
11/11/2018
DBS Bank named Best Private Bank for Wealth and Society in Asia Pacific at the Global Wealth and Society Awards 2018
Bank Mandiri strengthened investment services for family offices to offer a rich private banking experience through a strategic partnership with Lombard Odier.
11/09/2018
Wells Fargo to combine private bank with ultra-rich client business
Leaders of the three units, who have not yet been named, will report to Jon Weiss, head of wealth and investment management.