10/11/2016
The Wealthy Are Not All the Same
The rhetoric often portrays the wealthy as a homogenous group that inherited its wealth
Wealth and Asset Management
10/11/2016
Aabar Investments says fully behind Falcon Private Bank after 1MDB sanctions
The Monetary Authority of Singapore on Tuesday said it had ordered Zurich-based Falcon Private Bank's Singapore branch to cease operating because of "a persistent and severe lack of understanding" of Singapore's money-laundering contro
10/11/2016
Progeny launches discretionary investment management firm
Will offer bespoke and model portfolios
10/11/2016
Vistra Assists in Acquisition of Thomson Reuters IP and Science Business
Vistra was able to help overcome extreme complexity and provide integrated corporate secretarial and governance assistance during the transaction.
10/11/2016
Old Mutual Wealth's Feeney warns of 'difficult' markets ahead as inflows slow
Flows hit by Brexit and market uncertainty
10/11/2016
Old Mutual estimates closing London base will cost up to £65m
The managed separation process is expected to be completed by the end of 2018.
10/11/2016
Crestbridge Luxembourg to act as manager in first RAIF platform
This means that non-EU managers can quickly set up and bring to market funds under the supervision of the pre-authorised manager.
10/11/2016
St James’s Place Backs Janus Henderson With US$983 Million
Henderson asset manager, will acquire Janus Capital Denver based fund company
10/11/2016
Stealth wealth: inside the secretive world of wealth management
Capital Without Borders by Brooke Harrington reveals a new, hidden focus for financial services: keeping family assets secure.
10/11/2016
OMGI’s Tonkinson: We are expanding our international footprint
He started out as an independent financial advisor at Towry Law, and spent the earlier years of his career at Prudential and Fidelity.
10/10/2016
ABN Amro weighs sale of Asia private-banking business
The cost to the banks is climbing fast, and some players may just decide to focus back on their more profitable core business.
10/10/2016
Swiss bank stake sparks Formula E season into life
Aside from Julius Baer, the other new investors in Formula E include New-Wave, which is the ultimate parent of Weibo, China’s answer to Twitter.
10/10/2016
Digital-savvy millennials’ future riches draw suitors
Generation Y is the focus of new efforts to encourage them to save
10/10/2016
Investigating 10 myths about Switzerland
Switzerland leads the rankings in global surveys in all sorts of categories, from innovation to quality of life to nurturing talent
10/10/2016
UBS Wealth Management Moves Downmarket in Bid for More Clients
Other banks are turning to technology to reach investors.
10/10/2016
440 Strand to remain the historical home of Coutts after purchase
Extending the long standing association that Coutts has with the Strand will help secure the prestigious brand's future and set the foundations for the bank's continued long-term growth.
10/10/2016
Is ABN Amro Next Domino to Fall?
ABN Amro has in the region of 140 relationship managers and an estimated $19 billion under management.
10/10/2016
Now the ‘merely affluent’ can pay UBS to manage their wealth
UBS is also opening its doors to the merely affluent in Germany and Taiwan, through different programmes.
10/10/2016
Stonehage Fleming acquires leading HNW adviser
London-based FF&P Wealth Planning, was launched in 2011 following a strategic partnership between Asquith & Partners and Fleming Family & Partners.
10/07/2016
Barclays losing private bankers to StanChart ahead of OCBC takeover
About 20 Barclays relationship managers are expected to join OCBC's private-banking unit in Hong Kong.