07/03/2017
Why structured products demand will stay strong in Asia
Falling interest rates had earlier dried up demand for structured products as it became highly expensive to provide a full capital guarantee.
Wealth and Asset Management
07/03/2017
AFH completes purchases of three more IFA firms
For £1.9m combined maximum price
07/03/2017
CreditEase Wealth Management Named "Best Wealth Management Firm of the Year"
The firm also rolled out a "smart insurance" platform which employs big data analytic tools that immediately construct and recommend comprehensive insurance plans for clients after they submit information via mobile phones.
07/03/2017
Vaudoise Launches Asset Management Unit
All jobs are kept and remain in Bern.
07/03/2017
UBS Overhauls European Wealth Business, Revamps Management
UBS is reducing the number of booking hubs for its cross-border business to three countries -- Switzerland, Germany, and the U.K. -- from about 10 at present. European onshore businesses will be integrated in the bank’s new continental hub for wealt
07/03/2017
UBS Wealth Management makes appointment ahead of expansion bid
UBS has an unrivalled regional footprint
07/03/2017
Duo of deals boost growth at Fairstone
Our national presence is continuing to grow as our portfolio of advisory businesses expands.
07/03/2017
Chinese wealth enters a crucial decade
Theistic threads run through the seam of the firm
07/03/2017
Cains fiduciary business changes hands
Integration of the two businesses will start in August.
06/30/2017
Breaking through the bank barrier
While banks can also adapt to this changing world, the greater numbers of senior practitioners now embracing a new advisory model will lead to the type of shift in client loyalties that Ho expects.
06/30/2017
SJP dismisses shift to quant strategies
Key to the change, which resulted in some fund manager redundancies, was the claim the move to more automated strategies would help lower charges on the products.
06/30/2017
Arner Bank: Strong Growth In Assets Under Management And Private Banking
The year just ended was also marked by the aftermath of the international financial crisis.
06/30/2017
Dutch private bank rebrands with name change
Our new brand reflects our ambition to create quality, value and growth for our clients and other stakeholders.
06/30/2017
European Wealth goes global with Singapore deal
European Wealth had originally entered into exclusive talks to buy the firm, but that eventually fell through.
06/30/2017
Matthew Butcher moves on as Neptune abandons wealth plan
Cliff has also ended his link with Neptune and it is not known whether he has taken up another post in the industry.
06/30/2017
How Singapore’s wealth professionals could fall victim to the march of the machines
This could mean serious disruption for Singapore’s massive wealth management industry.
06/30/2017
UBS Uses Star Pull to Promote Philanthropy
Damon wants to open Water.org to investors and plans to establish a fund that will collect an initial $50 million in the U.S. and in Europe.
06/30/2017
Charles Stanley's plan to become UK's 'leading' wealth firm
Abberley noted that growing revenue and building operational efficiency will also be a central focus.
06/29/2017
Sluggish demand for Bank of Ireland Private-KKR fund
Previously the unit offered a separate, stand-alone service to wealthy clients.
06/29/2017
Tenures in Asian private banking tumble by 40%. Here’s why
This is partly a demand and supply problem.