09/26/2018
BOK Financial’s Private Bank is changing its name to Private Wealth
The new name is more reflective of the wide variety of services that the team offers in a marketplace that increasingly demands more than simple banking services.
Wealth and Asset Management
09/26/2018
Fiduciary Trust Wins 2018 WealthManagement.com Industry Award for Outstanding Achievement in Servicing and Management of Trusts
Fiduciary Trust's trust and estate professionals fulfill trustee and executor responsibilities that multiple generations of high-net-worth families can rely upon.
09/26/2018
Adviser Investments Among Barron’s ‘Top Independent Wealth Advisors’ for Sixth Consecutive Year
The Barron’s rankings serve as an industry scorecard for wealth management professionals and a resource for individual investors seeking financial guidance and wealth management.
09/26/2018
Newcastle event to inspire women into wealth management
WOMEN in the North-East are being encouraged to get an insight into a career in wealth management.
09/26/2018
Brewin Dolphin opens Winchester wealth office
The move comes amid a concerted regional push by Brewin.
09/25/2018
How Societe Generale Private Banking has kept up with changing times
SGPB also realized then that changes in regulation as well as the need to reinforce investments in technological innovation were behind the increasing cross pressures around the globe for the finance industry.
09/25/2018
How High Net Worth Individuals Can Succeed In Their Investment Plans With Non-Traditional Assets
#Success in #Investments follows the fortunes of a number of families across the globe with different wealth management needs and demonstrates how non-traditional assets can benefit their personal investment plans.
09/25/2018
Mattioli Woods asset portal to launch this year
The firm has said it was looking to acquire businesses from different markets to complement its existing services with a specific focus on discretionary investments.
09/25/2018
Top 40 Wealth Management Companies
Bank of America grew at an 8% rate.
09/25/2018
Close Brothers Asset Management reports profit, income and assets increase
The group presents its results on both a statutory and adjusted basis.
09/25/2018
Global fiduciary and administration firm acquires third party management company
A licensed and regulated fund management company providing comprehensive services in the alternative asset space.
09/25/2018
UBS Rescue Fight in Next Round
The ex-CEO of both major Swiss banks had left Credit Suisse just as the first signs of the financial crisis were surfacing in 2007, and took the top job at UBS one year later (in 2009).
09/25/2018
GAM Holding AG: Response to media speculation
In line with its established processes, GAM took the concerns very seriously whilst also ensuring that it protected the existence and identity of the whistle-blower.
09/24/2018
Billionaire Barclay Twins See Profits Rise at the Ritz
Gross profit rose to 24.8 million pounds, according to accounts filed to Companies House.
09/24/2018
Building trust and relationships in Asia
This is why Hayoz believes that companies like Asiaciti Trust Singapore still occupy a valuable niche in the industry for their ability to represent continuity and stability in an often unpredictable world.
09/24/2018
How to retain HNW heirs as clients
The most popular answer was to involve HNW heirs during estate planning. About one quarter of wealth managers surveyed voted this as the most important factor in retaining the next generation of HNWs.
09/24/2018
Family office plans ‘merchant bank for mega-rich millennials’
This collaboration is a signal of our confidence in the long-term potential of the European digital economy.
09/24/2018
Wealth management giant strikes 14th deal
Emery takes AFH’s acquisition count for the financial year to 14. Earlier this month it bought Bedfordshire-based Ashton House IFA.
09/21/2018
Rothschild Merchant Banking Closes First US Private Equity Fund with Total Capital Commitments in Excess of $655 Million
Five Arrows Capital Partners completes fundraising above target
09/21/2018
33 executives of ICICI Securities quit to join WGC Wealth
About 26 executives who joined from ICICI Securities Private Wealth are front-end relationship managers.