07/06/2018
Fee pressure driving asset managers into wealth management
Advisers are saying they want to spend more time doing high-value planning for their clients
Wealth and Asset Management
07/06/2018
When advice-only trumps vertical integration
Chisholm said the third factor was focusing on long-term alignment with clients, and in the case of Crestone this had meant its owner/operated model.
07/06/2018
VP Bank Ltd to expand operations in Asia
Having been in the private banking industries in Hong Kong and Singapore for more than 25 years, what were her reasons for her latest move?
07/06/2018
Senior Citi Brazil bankers launch indie wealth manager linked to XP
The new firm operates as an independent affiliate of XP, a spokesperson for the Brazilian broker-dealer said.
07/06/2018
Qatari cash expands wealth firm tied to Hong Kong real estate
LJ Partnership is seeking to expand globally
07/06/2018
Schroders WM CIO names four mega trends to follow
Companies that don’t invest in it eventually hit a brick wall
07/06/2018
Quadrupling Wealth with a ten billion person Global City
There will be pan-Asian high-speed rail network built by China with speeds in the 250-400 mile per hour range.
07/06/2018
Julius Baer Europe PM chief names post-MiFID II opportunity
He also names an underresearched area that he is looking to benefit from in the future.
07/06/2018
RAM AI to open Milan office
The new office will focus on distribution, while asset management activity will remain in Switzerland.
07/06/2018
Caye International Bank Selected as Most Outstanding Offshore Bank in Central America for 2018
Caye has played an integral role in the growth and prosperity of the island of Ambergris Caye and Belize as a whole
07/05/2018
Vontobel Moves into Mass Affluent
The bank plans to tap efficiencies through digitalization and its digital offerings, the person said.
07/05/2018
China's HNA Chairman Wang dies in France after falling from a wall
He was in charge of HNA’s strategy and ran day-to-day operations, sources familiar with the matter have said, while his fellow chairman and co-founder Chen Feng was often the public face of the group.
07/05/2018
Italian WM strikes systematic deal with Swiss group
This latest agreement allows the Italian asset management firm to integrate RAM’s systematic approach.
07/05/2018
‘Private Banking In A Box’: Privé Technology’s platform providing a plug-and-play toolbox for wealth managers
This modular, easily integrated 'build versus buy' solution has made the digitisation process a much easier and more affordable option for companies ranging from the largest financial institutions to micro or SME enterprises.
07/05/2018
Credit Agricole rebrands private banking services
Azqore, which will serve as an independent subsidiary of Indosuez, offers integrated technology services, operational back office and project consultancy through its S2i platform.
07/05/2018
LLB completes acquisition of Austrian private bank
The two previous main shareholders of Semper Constantia in return received about 6% of LLB shares.
07/04/2018
Kotak Retains Top Slot in Bumper Year for India Wealth Firms
India is the fastest-growing wealth market globally, with the number of high net worth individuals rising 20 percent in 2017 from a year earlier, according to a recent survey by Capgemini SE.
07/04/2018
Pictet WM CIO's lesser-known ways of tapping themes
One new trend in the market is the connection between private and public equity markets, as investors can leverage the dynamic between the two.
07/04/2018
Head of major Chinese wealth management firm vanishes
Several prominent Chinese banks and private investors are demanding answers from a licensed Shanghai wealth management firm after its boss disappeared a week ago.
07/04/2018
Wealth manager plans further expansion after record year
Profits doubled and new business up 62%