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Wealth and Asset Management

10/02/2018

London-based investment firm becomes member of the Malta Stock Exchange

We already provide our international clients with UK investor visa solutions and plan to offer them a similar service for Malta.

10/01/2018

Macquarie Private Wealth sheds retail futures arm

Macquarie's private wealth division has proven to be a challenge for the company over the past five years.

10/01/2018

Private Banks: Where's the Loyalty?

And how do the banks perform in these areas?

10/01/2018

KW Wealth makes first acquisition since rebrand

Following the acquisition, Kingswood Holdings would have over £2.0bn of assets under advice, 20 financial advisors and more than 4,000 active clients.

10/01/2018

History-Making Deal for Acquisitive Listed Firm

For the 12-month period ended 31 March 2018, the combined businesses reported combined revenues of £3.8m and pre-tax profits of £180,000.

10/01/2018

Swiss Private Banks Urged to Partner in a `Complex' World

Swiss banking association chief spoke in a Singapore interview

10/01/2018

Hawksford opens in London following acquisition of corporate services provider

The deal comes just four months after Hawksford acquired Asian-based corporate services provider People & Projects.

10/01/2018

Brexit: What’s the Coutts investment view?

Even without Brexit on the horizon, we constantly monitor markets and our portfolios, and always stand ready to make changes if we see significant shifts.

10/01/2018

Rebranded wealth manager swallows IFA firm

Combined group will have more than £2bn in AUA

10/01/2018

Delaware Expands Investment Options for Trust Fiduciaries

The beneficiaries’ personal values may now be considered, which opens up investment opportunities.

09/30/2018

The return of the Pied Piper...

For more than 30 years, Mark Mobius has obsessed about emerging markets

09/28/2018

Bank of East Asia: expanding its wealth management offerings at home and in China

Both have a deep corporate and personal perspective on the growth of wealth in Asia and the expansion of BEA’s range of skills and services to cater for this growth, especially in the massive mainland Chinese market on Hong Kong’s doorstep.

09/28/2018

National Australia Bank's job axe swings at private bank

The job shedding is part of NAB chief executive Andrew Thorburn's plan to simplify the bank, which involves automating processes and increasingly moving to digital channels.

09/28/2018

UBS Private Wealth Advisor John Straus Named to Forbes List of Top Next-Generation Financial Advisors in 2018

The list includes 1,000 talented advisors born in 1980 or later who represent the future of the wealth management industry. John ranked number 79.

09/28/2018

The woman behind Nedbank's private banking

Zoganas holds 29 years' experience in the banking sector, and her vast expertise makes her a knowledgeable mentor to future leaders in the industry.

09/28/2018

JPMorgan Chase to Add 35 Branches in Florida in Next Three Years

Bank has doubled its branch footprint since entering Florida 10 years ago; will create 200 more jobs

09/28/2018

AFH continues acquisition spree with Beaufort Securities client book purchase

FSCS also said that the first tranche of cash and assets were returned to affected clients, through association with Beaufort Securities’ special administrator PwC.

09/28/2018

Meet the Manager: Rathbone Unit Trust Management head of fixed income Bryn Jones

Before entering the world of fixed income, Jones played football to “a high standard”, something that has stuck with him in his current role.

09/28/2018

UBS Private Wealth Advisor Named to Forbes List of Top Next-Generation Financial Advisors in 2018

Recognition of an exceptional career in Financial Services

09/27/2018

Standard Chartered Wealth Management ‘Focusing On Technology And People’

An example of the kind of building that has been going on at Standard Chartered is the rollout of Personalised Investment Ideas (PII) intelligent wealth management tool for investors.

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Stonehage Fleming emphasises time, patience and discipline for successful investing

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04-08-2026

Citi sets aggressive targets for bankers in wealth management unit

04-07-2026

Family offices embrace AI for operations but hold back on investment

04-07-2026

$2.4B UBS breakaways launches Evertern Wealth to target UHNW families with family office model

04-08-2026

Söderberg-backed Vintage completes £400m advice firm deal

04-09-2026

Trust drives growth – Kaiser Partner Privatbank AG reports a significant increase in results

04-07-2026

Citi Wealth Deploys AI-Powered Technology to Enhance Client Experience

04-10-2026

To Tax the Ultra-Rich, We Need to Go After Their Wealth—Not Just Income

04-10-2026

Private banking for a new generation: How millennials approach wealth in the UK

04-10-2026

Investors need to rethink the "factor" approach

04-10-2026

Farther Launches Multi-Family Office, Setting a New Standard for Generational Wealth Management

04-10-2026

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04-10-2026

Crypto Finance, AMINA, and Incore Bank Complete Second-Phase Payment Infrastructure Pilot on Google Cloud Universal Ledger for Instant Account-to-Account Transfers

04-10-2026

UBS does not withdraw files, experts demand further documents, and Ermotti confirms in a guest article that he made a takeover offer based on incomplete information.

04-10-2026

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