09/22/2016
Forbes announces Patti Brennan as one of America’s Top 100 Wealth Advisors
This is the first time Forbes has created this National review of Advisors and it was two years in the making.
Wealth and Asset Management
09/22/2016
Why banks are rethinking wealth management
Wealth management for Australian banks certainly hasn't lived up to the initial expectations of massively successful expansion.
09/22/2016
Raymond James Financial Reports August 2016
The increase in August was attributable to growth in the Private Client Group segment, which was partially offset by a decline in institutional equity commissions.
09/22/2016
OMW denies shelving IPO over platform costs
According to financial statements, published in March, Old Mutual has so far spent £450m on the technology upgrade.
09/22/2016
Lombard Odier sponsors Art for Youth London
This highly popular annual art exhibition provided the chance to buy art work by contemporary artists in support of the national youth charity UK Youth.
09/22/2016
The metamorphosis of philanthropy
“Measuring the impact of the lifetime gift, strengthening the collaboration between the public and private sectors, conditional lifetime gifts linked to joint investment, modern governance patterned after the private sector, and so on...
09/22/2016
Rothschild announces continuing expansion of North American business
He has 28 years' experience as an M&A professional, joins Rothschild & Co from Goldman Sachs where he was a Managing Director.
09/21/2016
UBS Axes 56 Luxembourg Jobs in Latest Cost-Reduction Initiative
UBS has trimmed some employees at its Luxembourg branch in a bid to increase profitability.
09/21/2016
JPMorgan Chase partners InvestCloud for digital wealth management
The bank says that it will then release new features to enrich client interactions with advisors, and further personalise the integration of its market insights.
09/21/2016
Wealth TALK 2016 - Risk & compliance - an inconvenient truth
Authorities around the world will start to consolidate and extend their powers of enforcement
09/21/2016
Onshore versus offshore - what's the right model?
We need to encourage a move towards more long-term portfolio management. This requires more understanding and education of customers.
09/21/2016
BoJ expected to disappoint again: Jorge Mariscal, UBS Wealth Management
They could ease further if they increase in quantitative easing and they could potentially hint that perhaps using fiscal policy more aggressively going forward.
09/21/2016
Striving for sustainability in Asian wealth management
On the one hand there continues to be growth in wealth in Asia.
09/21/2016
Julius Baer Responds to DiCaprio, 1MDB Questions
Who is mentioned in U.S. documents detailing what authorities allege was a billion-dollar corruption racket via murky offshore vehicles.
09/21/2016
Closing on the takeover of Valartis Bank (Liechtenstein)
Final implementation of recovery plans is expected in the fourth quarter of 2016.
09/21/2016
Saffery Champness : Forthcoming non-dom tax changes and other topical tax issues
The government’s latest proposals for taxing non-doms, and planning for the changes in the run-up to April 2017
09/21/2016
The Wealth Advisor of the Future
Wealth advisors of the future will look more like a general practitioner who calls on specialists when clients need it.
09/21/2016
Julius Baer’s Asia Revenue May Top Europe in 5 Years, CEO Says
Julius Baer is the fifth-largest private bank in Asia in terms of assets under management, according to a 2015 ranking by Asian Private Banker.
09/21/2016
Old Mutual Wealth reaffirms float plans as report claims sale option on the table
Announced managed separation in March
09/20/2016
Three Operational Necessities For An Extremely Successful High-Net-Worth Wealth Management Practice
investment advisors that convert to a well-managed wealth management practice can increase their incomes by 40 percent