09/22/2017
Reimagining wealth management for the digital age
Has predicted that the retirement of Baby Boomers would result in unprecedented transfers of wealth.
Wealth and Asset Management
09/22/2017
UK wealth managers get French rival
We have no legacy issues to deal with
09/22/2017
ANZ: Wealth Auction Upset?
Negotiations between MetLife and ANZ Banking Group on the sale of the latter's wealth operations are said to have broken down, according to the report.
09/21/2017
Merrill Lynch to Accelerate Release of 2018 Comp Plan
The new compensation plan is likely to include a supplemental payout grid tied strictly to the new household metric, said a person who spoke to people briefed on the likely strategy.
09/21/2017
Transforming funds delivery for a new wealth landscape
This aims to give private banks some relief from their ongoing regulatory and compliance burden
09/21/2017
Ex Merrill Lynch CEO Sallie Krawcheck got best financial advice not from any expert, but someone at home; know who
Former Merrill Lynch CEO Sallie Krawcheck who has been making headlines in the recent past for raising $34 million for her digital investing platform for women, has credited her mother for giving the best financial advice.
09/21/2017
Raymond James Financial Reports August 2017 Operating Data
Financial assets under management reached a record $93.9 billion, up 26 percent over August 2016 and 1 percent over July 2017.
09/21/2017
Quilter Cheviot spent £8.5m for Attivo's wealth arm
In its results for the six months to the end of June 2017 Old Mutual Wealth stated Quilter Cheviot’s funds under management had grown to £22.5 billion.
09/21/2017
Brooks Macdonald's new CEO reveals growth plans
Sold property business
09/21/2017
Guggenheim CEO denies links to female exec’s $13M mansion
Court, who has been with Guggenheim since 2010, is on a sabbatical that was expected to end Sept. 1 but was extended 30 days.
09/21/2017
Human Resources in Private Banks are Highly Challenged
Private banks will see the fastest growth in assets under management over the next five years in India, according to 27 percent of poll respondents.
09/21/2017
Bellpenny boss: Consolidation is just starting
My belief is that consolidation is just starting.
09/20/2017
UK manager targets US wealthy
UK-based James Hambro & Partners has launched a new investment management service for American clients.
09/20/2017
Surviving Asia’s streamlined private banking landscape
From some perspectives, this is long overdue.
09/20/2017
Crossinvest joins CHF 59 bn wealth manager alliance
The group opened an office in Zurich and this year incorporated Crossinvest Locarno.
09/20/2017
Syz WM & Geneva boutique strike deal
WS Partners was launched by HSBC Private Bank’s former head of fund selection Hervé Croset in August 2016.
09/20/2017
UK’s JH&P launches wealth management service for American clients
The move also comes as many UK firms that have traditionally provided wealth management services to American investors “have begun retreating from the market”, JH&P added.
09/19/2017
LLB Set to Go Shopping
We are growing above-average in both dimensions.
09/19/2017
One of Asia's largest asset managers: 'Find fast lanes in slow moving traffic'
Investors should look for high growth sectors when stock-picking, the head of Nikko Asset Management said at the Singapore Summit over the weekend
09/19/2017
Canaccord Genuity completes acquisition of UK wealth manager
It is one of the UK's leading independent investment and wealth management businesses, with more than £8.0 billion (C$13.5 billion) in assets under administration, management and management contract.