04/19/2017
Marilyn Suey Launches New Firm, The Diamond Group Wealth Advisors
The Diamond Group Wealth Advisors teams up with The Financial Services Network to expand their footprint in Northern California
Wealth and Asset Management
04/19/2017
Bank of America's wealth revenue rises on assets under management, fees
The unit's pretax profit margin, a key metric that can show growth across business segments, rose to 27 percent from 26 percent a year earlier.
04/19/2017
Market Perspective - Rothschild Wealth Management
Some setback for markets still seems overdue: March’s brief dip does not qualify. Several potential geopolitical flashpoints outside the US and Europe could trigger one. The calendar itself is becoming less friendly.
04/19/2017
UK wealth manager opens South Africa office
Based in Johannesburg, the new office will be led by Paul Heber, who has extensive experience in wealth management in the region.
04/19/2017
EFG International's Icy Summits
Swiss banks have often used alpine peaks as a publicity device, from a private bank named after the Clariden peak
04/19/2017
Investment fund increases stake in PraxisIFM following TISE listing
News of the fund’s increased investment in PraxisIFM follows its acquisition of Jersey-based Trust company Consortia in January
04/19/2017
Massey Quick and William E. Simon & Sons Announce Merger
Massey Quick Simon to offer expanded suite of services to high-net worth families, endowments, foundations and family offices.
04/19/2017
ZEDRA shortlisted twice as Independent Trust Company
Winners will be announced at a gala awards dinner which will be held in Singapore on June 1st 2017 at the Westin, Singapore.
04/19/2017
Morgan Stanley Posts Strong 1Q Profit, Helped by Trading
After Goldman Sachs reported a disappointing first-quarter profit on Tuesday, largely due to lackluster trading, there were concerns that Morgan Stanley might be in a similar position.
04/18/2017
Long-term perspectives key to wealth management
What investors might learn from Long Term Perspectives 2017.
04/18/2017
Why next-gen digital platforms will revive portfolios
The upshot for Lawton was to quit banking and set up Eigencat in Singapore.
04/18/2017
GAM touts tangible results of turnaround as activist fight hots up
Swiss asset manager posts a quarter of net inflows and says turnaround is on track but its activist opponent has picked up another supporter
04/18/2017
Fee Pressure, Consolidation Aren't Over Yet for Asset Managers
It’s going to be a little rough in here for the mutual fund industry, but this is like a kidney stone.
04/17/2017
UBS Opens Beijing Campus
The Campus will also be available for hosting external educational events.
04/17/2017
UBS snares mega $17b AMP passive mandate
Passive investment strategies aim to replicate the performance of market indices at a low cost.
04/13/2017
Trained advisers key to success of wealth sector
A key issue is the fact that many advisers today are not certified financial planners.
04/13/2017
Turning CRS uncertainty into opportunity
“The industry is going to become extremely polarised,” he predicts. “And we see a big opportunity.”
04/13/2017
My sadness at Duncan Lawrie winding down
The forthcoming closure means 39 full time members of staff in both the bank and the fiduciary services company are losing their jobs.
04/13/2017
DBS seeks to tap US$289 billion opportunity in Indonesian wealth
DBS is joining rivals including Oversea-Chinese Banking Corp (OCBC) in vying for a slice of an Indonesian wealth-management market made more alluring after the nine-month tax amnesty spurred individuals to reveal some US$365 billion (S$511.43 billion) of
04/13/2017
HSBC: Clients look to ‘flip’ business to Europe before Brexit deal
Contingency plans have already been drawn up by some global banks