04/02/2018
How Women’s Wealth is Changing Private Banking
Crucial tips for women’s wealth management from leading financial planners.
Wealth and Asset Management
04/02/2018
Canaccord Genuity adds Stanley Asset Management to wealth management arm
The team will benefit from the extensive resources available across our organization and our strong culture of entrepreneurialism and independence, which supports investment advisors as they deliver the value proposition that best suits their clients.
04/01/2018
To Bond or Not to Bond... Ezora: the Easter Dilemma by Penny Lovell
What I need right now is some of the clever, independent thought that Sanlam has shown when it comes to successfully managing our client’s investments.
04/01/2018
UBS to seek fund manager savings from wealth management merger
Swiss bank aims to use the heft of its $2tn assets to win discounts
03/30/2018
Butterfield Completes Acquisition of Deutsche Bank Global Trust Solutions
As part of the acquisition, Butterfield established a Singapore trust company.
03/30/2018
AIB talks to buy Investec Ireland falter
Period for exclusive discussions due to run out this weekend
03/29/2018
UBS begins global wealth management shift by merging teams
UBS is now combining the regional teams responsible for managing products and services related to alternative investments, investment mandates and partnerships, an internal memo seen by Reuters and confirmed by the bank said.
03/29/2018
Ardian backs French wealth management advisory firm
One of the leading independent wealth management advisory firms in France
03/29/2018
Jersey and Abu Dhabi sign financial collaboration agreement
The partnership reinforces ADGM’s commitment, as an international financial centre to enhance and build stronger collaborations with company registries in other jurisdictions.
03/29/2018
Old Mutual Wealth suspends pension transfer service
We will complete all requests that have already been submitted
03/28/2018
How technology is changing wealth management
Whether it is a threat or an opportunity depends on your perspective.
03/28/2018
LGT Group offers unique investment strategy for clients
Investment managers involved in the investment decision-making are also required to co-invest in the portfolio, creating a very strong alignment of interest.
03/28/2018
Thai investors – getting more diverse everyday
They have also imposed rules to ensure that everyone has very rigid, rigorous product governance processes, she points out.
03/28/2018
Arbuthnot installs new systems as it reveals plans for 'Arbuthnot Direct'
The bank also announced that it will be rolling out a direct to market retail deposit offering called Arbuthnot Direct, which is expected to soft launch in the middle of the year.
03/28/2018
Sentinel Private Wealth headed for liquidation
The licensee entered an enforceable undertaking with ASIC in October 2017, but Mr Gunn said the decision to close the business was an economic one.
03/28/2018
Old Mutual Wealth confirms name change
The first business to be renamed is expected to be the multi-asset business, which will become Quilter Investors.
03/28/2018
Fund administrators have to embrace change fast, thinks ZEDRA
A good fund administrator knows that whilst the investment manager drives performance, it is the administrator who assumes the pivotal role of ensuring that the fund meets its wide-ranging legal and regulatory obligations.
03/27/2018
Private banking finds a warm welcome among emerging Asia's wealthy
Aging rich people seek know-how in passing assets to next generation
03/27/2018
Raymond James Revamps Alex. Brown Manager Ranks
Raymond James spokespeople did not immediately return calls to comment on the changes.
03/27/2018
Linda Mack named a Top Woman in Wealth Management
The awards dinner was held at the Mandarin Oriental, New York and was an evening dedicated to showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities.