02/24/2016
The Uberization of Wealth Management
Uber transformed an existing service to meet the needs of a convenience-hungry generation.
Wealth and Asset Management
02/24/2016
PAM AWARDS: Dynasty Financial Partners Wins 2016 Award
The Private Asset Management Awards recognize high performing investment firms and wealth advisors operating within the private asset management industry.
02/24/2016
Why is Asian private banking still attractive when everyone else is selling?
Despite current global economic dislocation, the Asian HNW segment is fundamentally sound and will continue to grow briskly over the next decade.
02/24/2016
What's a billion here there?
Despite tough times, Asia still provides rich pickings for private banks, according to some of the major players in the region.
02/24/2016
Advisory Firms Need Fundamental Servicing and Infrastructure Changes to Successfully Serve HNW Clients
Firms Must Define Their Focus and Evolve Services, Structures and Delivery Models
02/24/2016
Rathbone Brothers full year funds under management grow
The total net annual growth rate of funds under management for Investment Management was 5.7% compared with 19.6% in 2014.
02/24/2016
Butterfield ready to focus on growth again
The acquisition of the Legis trust and corporate services business in Guernsey took place in 2014.
02/24/2016
Family Office Fortunes Patricia Woo Predicts Family-Office Trends in Hong Kong and China in 2016
This article previously appeared in STEP Journal, Volume 24, Issue 1, and is republished with kind permission.
02/24/2016
First Republic Named Best Private Wealth Manager
Private Asset Management Magazine Honors First Republic For Sixth Year
02/24/2016
Indian wealth managers rush in as foreign players exit
Wealth management arms of IIFL, ASK Group, Anand Rathi and Centrum have been expanding by adding advisors
02/23/2016
Cayman Island: Still A Top Choice For High Net Worth Individiuals (HNWIs) And Investors
The landscape has changed considerably over the last 20 years through G8 and G20 initiatives and through the OECD's global drive to eliminate corruption, money laundering and tax evasion.
02/23/2016
PAM AWARDS: Nicola Wealth Management Named as a Finalist
While NWM is recognized as an industry leader across Canada, the firm is proud to have been considered in this international award competition.
02/23/2016
Saxo Bank continues to use F1 exposure
Formula One is a sport that fits our brand perfectly because of the continued commitment to innovation and strength of technology that is needed to be successful
02/23/2016
The Spectrem Affluent Investor Confidence Index Year in Review: How Did 2015 Impact How Affluent Will Invest This Year?
There were only two months last year when the Spectrem Affluent Investor Confidence Index was in positive double digits or “mildly bearish.
02/22/2016
QNB Private Banking recognised by Euromoney magazine
QNB Private is the first private bank to be established in Qatar and has since become the trusted financial partner for those who value a personal and discrete banking experience.
02/22/2016
EFG to buy BSI for US$1.3 billion
EFG International today announced that it is to acquire the Lugano-based private bank BSI, according to an agreement signed on 21 February 2016 with BSI’s sole shareholder BTG Pactual.
02/22/2016
HNW client base from China increasing in Hong Kong, BEA says
High-net-worth individuals in China are looking to Hong Kong as a reliable centre to manage their wealth
02/22/2016
Edmond de Rothschild AM unveils major funds push
All the funds have been fully transitioned to Luxembourg and come in the wake of a ‘pilot project’
02/22/2016
Santander named 'Best Private Bank' in Chile and Portugal by Euromoney
Santander Private Banking offers services to customers in Brazil, Chile, Italy, Mexico, Portugal and Spain
02/22/2016
Lombard Odier Wins Two Swiss Awards 2016
They also confirm the relevance of our Swiss offering, offering, a global, integrated solution for the personalised management of our clients’ portfolios and retirement planning.