11/15/2017
No Rush to Make an Impact
The market remains relatively underdeveloped compared with some parts of the world.
Wealth and Asset Management
11/15/2017
HSBC Private Bank Settles in France
The settlement is the first sign of a thaw by French prosecutors pursuing Swiss banks, including UBS, which is also involved in a years-long investigation for similar allegations.
11/15/2017
New Issue of Investments & Wealth Monitor Focuses on Fiduciary Practices
Adhering to the best fiduciary practices ensures that the advisor-client relationship maintains the highest ethical standards
11/15/2017
Old Mutual Wealth reveals new name under major restructure plans
The Wealth Platforms division will feature the Old Mutual platform.
11/15/2017
Multi-Family Offices See Growth Spurt As Rich Get Richer
This Rise In MFOs Can Be Attributed To A Broader Shift Towards Lower Costs And Greater Transparency
11/15/2017
Credit Suisse International WM CIO talks millennials and global wealth patterns
The asset manager also explains why we should expect a wealthy middle class to emerge in India and how wealth managers should tackle the rise of the millennial generation.
11/15/2017
OM Asset Management Announces Launch of Secondary Offering
The public offering is being made pursuant to an effective shelf registration statement on file with the U.S. Securities and Exchange Commission.
11/14/2017
Key Bank Hits Stride in Wealth Management
Wealth management is Key Bank’s fastest-growing division, Merrill Edge improves its research and BNY Mellon consolidates its asset managers.
11/14/2017
ICBC Begins Robo Wealth Management
The value of China’s total robo-adviser services.
11/14/2017
Swiss Issuer UBS Card Center Stops 74 Percent More Fraud with FICO AI and Machine Learning
We need to keep fraud write-offs to the very minimum.
11/14/2017
Philippe Bordereau: «European Banks Not Profitable Enough»
The Sovereign Debt Crisis Hit Especially The Periphery
11/14/2017
Wealth Management And Celebrity Brand Endorsements
The lack of attention to using wealth management strategies to drive endorsement deal monies to the celebrity’s bottom line is quite common.
11/14/2017
Are HNW Asians warming to wealth management industry?
If HNW clients in Asia do not seek and adopt the best advice, they know they increasingly run the gauntlet of tax and other regulatory offences in their home and/or overseas jurisdictions.
11/14/2017
Global Family Enterprise Membership Association Recognizes Partner in Chicago-Based High Net Worth Family Consulting Firm
Dr. Jamie Weiner becomes a Fellow at the Family Firm Institute in Chicago, IL
11/14/2017
UBS Says Banks' Wealth Management Foray ‘Ending On A Flat Note'
UBS Says Australian Banks' "Rivers Of Gold Have Been Diverted Elsewhere"
11/14/2017
SCM launches digital platform to offer Mifid-compliant transparency
The firm will also reduce its fees and minimum investment level.
11/13/2017
OCBC Completes Wealth Deal
The business to be sold comprised a $1.7 billion mortgage portfolio and a $3.05 billion deposit portfolio.
11/13/2017
Wealth consolidator seals £2 million deal for Essex firm
This first purchase of an IFA business during the current financial year demonstrates the continued high level of activity that we are seeing in the market.
11/13/2017
Millennials Set To Call The Tune
Middle East Wealth Management Industry In Sea of Change
11/13/2017
World's largest multi-boutique asset manager to launch Multi-Asset Investment Manager
With over $560 billion in AUM,2 the combined business will rank as a top 10 U.S. institutional asset manager and a top 50 manager globally.