02/25/2019
M&G rolls out sustainable multi-asset fund
Fund will use an exclusionary ESG process and invest up to 20% in impact assets
Wealth and Asset Management
02/22/2019
Will the Lloyds-Schroders tie-up become the next SJP?
Commentators say it could rival SJP for drawing the ire of the advice industry
02/22/2019
The future of private banking in Switzerland
Private Banker International asks what is the future of private banking in Switzerland in 2019 and beyond.
02/22/2019
Singapore bank earnings disappoint on wealth, trading slump
OCBC’s net income unexpectedly fell 11 percent to S$926 million in the three months ended Dec. 31
02/22/2019
Julius Baer Is Hunting for Cautious Millionaires Within Russia
Bank is hiring staff in Russia after founding local entity
02/22/2019
Swiss banks still relevant in era of greater transparency, says UBP boss
UBP's emerging markets push into the Middle East and Asia has been helped by the acquisition of former Lloyds and Coutts businesses
02/22/2019
Aviva Investors' Flockhart buys into SJP in UK Listed Equity Unconstrained fund
Turned over 40% of fund
02/22/2019
Bahamas Financial services sector rebranded as “Clear Choice” for wealth management
“For international wealth planners, there is no doubt that IFCs will continue to play a very important role in the delivery of wealth planning tools to meet the needs and objectives of HNW individuals who seek to diversify investments.
02/22/2019
Rothschild Dynasty Targets Rich in Bid to Rebuild German Arm
French company to create second pillar at its German business
02/22/2019
RBC Wealth Management reports unchanged income for Q1 2019
RBC however concedes that these factors were held in check by the headwinds mentioned above.
02/21/2019
$1.3 Billion Top Financial Advisor Expects More Market Lows In 2019
Early within his career as a financial advisor, Condron found his talents in generational planning.
02/21/2019
LGT opens wealth management office in Thailand for high net worth investors
Located in downtown Bangkok
02/21/2019
Discretionary Accounts Gaining Popularity Among Asia's Millionaires
Asia's wealthiest are becoming more open to giving banks discretionary mandates in managing their wealth
02/21/2019
Comment: New law on validity of wills in Cayman offers 'far greater flexibility'
This is a welcome piece of legislation that expands the ways in which someone can validly execute a will governed by Cayman Islands law.
02/21/2019
Van Lanschot Kempen: 2018 net profit of over €80 million
Next steps in wealth management strategy defined
02/21/2019
Swiss Bankers, Chinese Billionaires, and the CEO Betting It All
Inside the fraught race to manage China’s money.
02/21/2019
Asia's Richest Delight Banks by Abandoning Their Trading Egos
Credit Suisse says clients outsource investing amid volatility
02/21/2019
Julius Baer to exhibit commissioned artwork of emerging artist, Chourouk Hriech in its lounge at Art Dubai
Chourouk, who will be revealing her artworks for the very first time in Dubai
02/21/2019
Financial Planner firm ties up 33rd acquisition
Perspective acquires Wirral-based firm
02/21/2019
Manager of £1.5 billion trust buys St James’s Place
It has experienced impressive growth in assets under management in recent years with its network of some 2,500 tied advisers.