09/04/2018
Singapore and Hong Kong private banks wage war for wealth managers to lure Asia's crazy rich
Almost 2,000 new millionaires are minted every day in the region
Wealth and Asset Management
09/04/2018
European Wealth builds acquisition pipeline in major overhaul
While the two international divisions made up a very small part of European Wealth’s overall business
09/04/2018
Mattioli Woods to open Edinburgh office as business booms
The office, which will open this month, will house both Mattioli Woods' consultants and the Amati team.
09/04/2018
Old Mutual Wealth Private Client Advisers rebrands as Quilter
Across the six regions the company is responsible for advising more than 5,600 households across the UK.
09/04/2018
Liechtenstein-based private bank upgrades in Singapore
Bank to offer a wider range of services
09/03/2018
The ‘new version’ of traditional wealth management
Unfortunately, in the industry that we are operating in today, the “relationship managers” are incentivized on the revenues generated and assets onboarded for the organisation they work for.
09/03/2018
Credit Suisse shakes up investment banking leadership in France
Top job goes to a senior dealmaker who only joined the Swiss bank in September
09/03/2018
AFH buys Devon-based Lyn Financial Services for up to £4.2m
Third deal in two weeks
09/03/2018
More complex needs allow Guernsey’s fiduciary sector to shine
This development sets the scene for Guernsey’s inaugural Private Wealth Forum, which is being held in Spitalfields on Thursday 8 November.
09/03/2018
ZEDRA completes acquisition in Malta
This acquisition will supplement ZEDRA’s already extensive industry experience and provide a strategic base in an important new jurisdiction for the Group.
09/03/2018
Global private banking debate: Trust, scale and security key factors in a digital world
Brazil in particular in recent years has had to deal with, at times, 14% interest rates – and, while they are currently in the mid-single digits, it does affect how we interact with customers.
09/02/2018
Standard Chartered launches local billionaire desk
The number of high net worth Taiwanese last year stood at 380,000
08/31/2018
GAM tumbles 11% as Credit Suisse questions viability
A GAM spokesperson declined to comment.
08/31/2018
Klaus Wellershoff Hires Private Banker for Geneva Office
The advisory firm hired an experienced private banker to lead the office.
08/31/2018
SJP dominates advice sales as Brewin aims to close gap
Overall the study found 25 firms owned 48% of the market, 2% higher on the previous year.
08/31/2018
Edmond de Rothschild Profit Jumps
The rise follows the decision to offload prime office space, which flushed 60 million francs into Rothschild's coffers.
08/31/2018
Rathbones completes £104m Speirs & Jeffrey buy
Overall the deal increases Rathbones funds under management by 18% to £44.5 billion.
08/31/2018
Old Mutual delivers strong debut results after split
Old Mutual shareholders will receive a total R1.45 interim dividend, consisting of a "first dividend" of 45c plus a R1 special dividend. The life insurer is pitching itself as a new company following its separation from Quilter and the change o
08/31/2018
Nikko launches global disruption fund
"The fund will enable Australian investors to access early-stage and emerging companies through listed global equity markets," Wood said.
08/31/2018
Hargreaves Lansdown boss pockets £2.5m pay packet
Hill’s objectives as outlined in Hargreaves Lansdown’s 2018 annual report