11/29/2017
Offshore Wealth Management Sees Adjustments With CRS Rule
The Offshore Wealth Management Market Is Undergoing A Significant Adjustment
Wealth and Asset Management
11/29/2017
New CEOs: New Solutions, Or Same Old Problems?
Investments Fall As Well As Rise In Value
11/29/2017
Brewin Dolphin Eyes Adviser Hires In Planning Push
Brewin Revealed new Hires Ranging From Apprentices To Paraplanners And Financial Planners
11/29/2017
Real Asset Management Group launches multi-asset portfolios for high net worth clients
It has launched new fixed income, private equity and real estate investment strategies for clients
11/29/2017
Sanlam and 7IM launch Sanlam Onshore Bond to meet demand
The Sanlam Onshore Bond can invest in authorised and regulated
11/28/2017
Barclay expected to return to Asia and Middle East two years after leaving the region
European and US lenders are rushing to grab a share of the increasingly affluent market in Asia, with Credit Suisse, UBS and Citigroup all vying for clients.
11/28/2017
NY’s Focus Financial Partners acquires Gold Coast wealth management boutique
Details of Focus Financial Partners’ acquisition of Financial Professionals, including the price paid, weren’t given.
11/28/2017
Fund giant Invesco Canada finds way into robo-adviser space
The majority of robo-advisers recommend portfolios that are predominately made up of individual ETFs.
11/28/2017
High-flying in Hong Kong
Another huge contributing factor to the soaring success story in Singapore is the ability to attract high quality bankers and having a research team that provides the quality advice that feeds down to the client base, according to Kwan.
11/28/2017
UBS exits recruiting pact, following Morgan Stanley
The agreement, called the Broker Protocol, was struck in 2004 between Smith Barney, Merrill Lynch and UBS, then called UBS Financial Services.
11/28/2017
Robo-Advisors In Wealth Management: Are They For You?
Find out how robo-advisors differ from their human counterparts
11/28/2017
The industry seeks new direction and regulator’s strategic leadership
Managing the investment is only a part of the wealth management process and the issue is that the relationship between the industry and the clients is based on investment results.
11/28/2017
Why do family businesses disintegrate?
Great wealth is a privilege and without a sense of stewardship and obligation, many rich descendants fall prey to ennui and boredom, failing to safeguard the family wealth or treat the business with respect
11/28/2017
Boris Collardi and the puzzle of Swiss private banking
Julius Baer chief’s switch to Pictet has implications for Credit Suisse
11/28/2017
Tavistock Investment posts profit as funds under management surge
Our business model is now firmly established and the Company’s prospects are excellent.
11/28/2017
Quilter Cheviot launches discretionary managed AIM strategy
Quilter Cheviot’s AIM strategy will provide a professionally researched, managed portfolio of AIM-listed companies that qualify for Business Relief
11/28/2017
Egyptian Billionaire to Launch New Gold Investment Vehicle
Egyptian Billionaire Naguib Sawiris Is Set To Launch A New Investment Vehicle To Acquire Gold-Mining Assets Across The World
11/28/2017
Banque SYZ is moving into the art world
The design and exhibition were conceived by the collection's curator, Nicolas Trembley, using various media including paintings, photographs and drawings, ranging from abstract works to portraits.
11/28/2017
SYZ Asset Management awarded Best Fund Manager at the Citywire Spain Awards
SYZ received the “Best Fund Group 2017” award on account of strong and consistent performance of its OYSTER Japan Opportunities Fund. The strategy benefits from the portfolio management and stock research expertise of Mr. Joël Le Saux and
11/28/2017
Stifel Recruits Wells Veteran to Run Pittsburgh, RBC Nabs UBS Manager in Iowa
UBS on Monday said it will be leaving the Protocol for Broker Recruiting, an industry pact that makes it easier for brokers to move to new firms without fear of being sued for contacting their former clients.