05/22/2018
StanChart's digitalisation push nets more customers
The bank's wealth management business is growing at a healthy clip, he said in a recent interview.
Wealth and Asset Management
05/22/2018
Woodford dropped from wealth manager’s list of recommended funds
Charles Stanley takes Woodford off its recommended list, as famed fund manager battles losses
05/22/2018
Japan’s rich targeted in offshore joint venture
BOS hopes the memorandum of understanding will raise its profile among Japanese ultra-high and high net worth individuals.
05/22/2018
Capital Group's 3 Key Wealth Trends
Forty percent of high net worth advisor clients own and operate their own businesses.
05/22/2018
A bespoke vehicle for private banking success
Mediobanca continues to demonstrate the expertise and sector-specific proficiency required to flourish at the top end of Italy’s private banking sector
05/22/2018
Capital Group's 3 Key Wealth Trends
Women are empowered now more than ever to make their own financial decisions - starting with choosing the right advisor.
05/22/2018
7IM’s new Jersey office head eyes trust market
Jersey will not be the last island 7IM hops onto, however.
05/22/2018
Close Brothers Asset Management reports 'strong' inflows
Longer term, we are confident that the consistent application of our business model, along with our strong customer relationships
05/22/2018
Chinese banks up the ante to lure millionaire clients from overseas private investment houses
More than 60 per cent of mainlanders with personable investible assets worth in excess of US$1 million now hold those offshore, and 10 per cent of that by value are handled by foreign banks
05/21/2018
Guy de Picciotto: how I steered UBP through the financial crisis
Geneva bank chief on hedge funds, Madoff and takeovers
05/21/2018
ANZ Sells Another Asian Asset
ANZ Royal Bank will be acquired by a Japanese financial holding company, J Trust, ANZ said in a media statement.
05/21/2018
Standard Chartered Seeing Results in Digitalisation Move
Singapore is also Standard Chartered's second-biggest market, after Hong Kong.
05/21/2018
Singapore's wealth management business dominates Asian competition
According to a report, Singapore and Hong Kong both rank well for competitiveness but have slight weaknesses in ’provider capability’
05/21/2018
Addressing the need for a holistic approach to wealth management
It is increasingly important today given that their wealth is now very diverse.
05/21/2018
Consolidator snaps up law firm’s advice arm
Hudson says the Meritor acquisition will allow AFH to work with Freeths’ clients on financial advice and asset management.
05/21/2018
Global Private Banking Benchmark: Top 25 Firms By AUM
Just as a rising tide raises all boats, wealth managers were able to capitalize on favourable market conditions in 2017 as a core driver of growth.
05/21/2018
Brewin Dolphin completes part acquisition of Dundee-based IFA
Deal for financial planning and investment assets
05/21/2018
Brexit fears boosting Cheshire base of private bank Julius Baer
MD James Bailey said uncertainty has led to an upturn in business
05/21/2018
JPMorgan opens alternative investments to those with US$100k
The JPM AM platform provides alternative investments such as hedge funds, real estate deals and private equity vehicles to high-net worth individuals.
05/18/2018
JP Morgan Asset Management Partners With iCapital Network
As we get later in the economic cycle, identifying alternative sources of return is an essential consideration for investors looking to build stronger portfolios.