05/14/2018
Wealth managers expect ESG strategies to flourish
Two thirds of professional investors expect to allocate more money to ESG strategies in the next three years, Royal London Asset Management has found.
Wealth and Asset Management
05/14/2018
Wealth boutique signs up two IFAs to online service
RAFP principal Richard Alexander said the arrangement will enable him to offer investment management to both smaller and uneconomic clients, and those individuals that favour an online, direct service.
05/11/2018
Number of ‘ultrarich’ growing in PH
In a country of more than 100 million people, less than 1 percent can call themselves ultra high net worth individuals.
05/11/2018
Australia's AMP braces for shareholder revolt at frosty AGM
The former director stepped up after the firm's CEO and chairman quit last month over the scandal.
05/11/2018
HSBC Global Private Banking, Americas Launches US-Asia Corridor Team
Given our 150 plus year history of connecting these markets, there is no firm better positioned to understand the unique needs of clients.
05/11/2018
Italy's Mediobanca beats forecasts with Q3 net profit
Revenues grew 8 percent to a record 630 million euros.
05/11/2018
Arbuthnot hails good start to year as customer loans and deposits rise
Overall the Group has continued to grow and despite seeing increased competition in the private banking lending market, we expect to make further progress during the rest of the year.”
05/10/2018
DBS Private Bank SE Asia head: why we’re boosting headcount by 20%
“But this isn’t a hiring spree,” says Joseph Poon, regional head of Southeast Asia at DBS Private Bank.
05/10/2018
Managers want more public companies
In part, the move to the private side is a way for companies to get out of the quarterly reporting limelight, he said.
05/10/2018
Profile: how this Swiss bank has doubled UK business since 2016
It has been two years since MacIntyre joined the firm and the UK business has grown to manage £9.9 billion in assets.
05/10/2018
How these firms are prepping for the Senior Managers Regime
‘The decision to begin work on this now, well ahead of the Senior Managers Regime, was really because it is a quite sensible way to structure a company.
05/10/2018
Andrew Au: «Digital Balancing of Asian Wealth»
It is no secret that since the global financial crisis Asia has led the world in terms of economic growth and development.
05/10/2018
Nedbank Sees Full-Year Growth In Line With Target After First Quarter
It expects diluted headline earnings per share to be "in line" with its medium to long-term target of at least gross domestic product plus consumer price inflation plus 5%.
05/10/2018
Opportunities promoted at busy conferences in London
That was why more families were considering a shift to offshore jurisdictions like Jersey
05/10/2018
Rathbones suffers higher outflows and fall in funds under management
The company was hit with slower annualised of growth as well as higher than usual outflows.
05/10/2018
Everbright Sun Hung Kai unveils new wealth management service
In order to be eligible for the service, investors have to maintain a portfolio of HK$3m or more with the firm.
05/10/2018
Wealth veteran returns with boutique
At the heart of this new business is a wealth manager with a professional investment management offering and financial planning arm.
05/10/2018
These Specialized Services are Key to Serving High Net Worth Clients
To advisors not offering specialized services, Cannataro says the expansion of service offerings might seem out of their realm but they “better begin upgrading [their] offerings.
05/10/2018
DonorSearch and Wealth-X Announce Strategic Knowledge Partnership
DonorSearch specializes in working with nonprofit organizations, and Wealth-X works with clients across the nonprofit, financial services, luxury, and education sectors.
05/09/2018
Middle East's best bank for wealth management 2018: Credit Suisse
That offering improved last year; Credit Suisse extended structured financing solutions to its ultra-high net-worth and corporate clients, thereby increasing its credit volume by double digits.