09/13/2016
Stifel to Enhance Global Wealth Management & Public Finance Businesses With Acquisition of City Financial Corporation
Terms of the transaction were not disclosed. Closing is expected in the first quarter of 2017.
Wealth and Asset Management
09/13/2016
Driving a transition towards proper advice
As a result, Lim says the industry needs to offer more of a holistic, total wealth advisory approach over the longer term.
09/13/2016
Striving to ease the compliance burden
Biggest need for risk and compliance solutions in Asia remains education
09/13/2016
Morgan Stanley Brokers, with $2.2 Billion in Assets, Depart
Departure is latest example of finance veterans leaving traditional brokers for independent investment-advisory firms
09/12/2016
I swipe, I click, I press and I pay....
As more and more guests arrived, it became clear that Pennies is definitely gaining a new and powerful momentum. For any new potential converts to Pennies, this fintech charity has in recent years digitized the traditional charity box in order to fit in w
09/12/2016
Asset managers face pressure over bonuses
Ability of fund houses to police pay in other sectors in doubt if pay in own industry is high
09/12/2016
Private banks ramp up tactics to attract China’s newly rich
Global banks vie for region’s rapidly growing private wealth
09/12/2016
Pictet to debut first Hong Kong-domiciled fund
The fund aims to deliver growth and income with downside protection
09/12/2016
Asset managers face pressure over bonuses
The share prices of the same fund companies, on average, fell 10 per cent last year.
09/12/2016
Major bank’s private banking arm to downgrade some lawyer clients
With the bar raised much higher, legal professionals lower down the food chain—such as lower level associates—would be effectively snubbed.
09/12/2016
Barings reborn in $275 billion merger
The merger sees Barings become one of the world’s biggest asset managers with more than $275 billion in assets under management.
09/12/2016
Two of Canada's big five banks backing away from marijuana industry
The company, which is currently in the process of obtaining a licence to grow medical marijuana
09/12/2016
Deutsche Bank CEO Says Asset Management Is ‘Essential Part’
Cryan, 55, is seeking to restore investor confidence as mounting legal costs and restructuring charges undermine earnings and capital.
09/12/2016
Swiss private banks with midmarket focus face challenging market
The private banking industry in Switzerland remains world leading, however, middle-market players seeing declines across all major indicators
09/12/2016
Why Swiss Private Banks Still Face Taxing Times
Swiss private bank clients withdrew funds to pay taxes
09/12/2016
Three High-Net-Worth Market Trends Impacting Wealth Managers
A number of trends among the rich and super-rich can have decisive implications for wealth managers seeking to work with them
09/09/2016
White paper: Swiss banking needs to evolve now
That includes digitisation, new services, and the use of service providers.
09/09/2016
Are you rich enough for JP Morgan's private bank?
JP Morgan’s private bank is continuing to cull the ultra-wealthy people it serves.
09/09/2016
Rawlinson & Hunter Singapore Now Offers Full Private Client Services
Having our Singapore Trust licence allows us to provide our full suite of private client services.
09/09/2016
The Great Reveal: NewCRM2 rules set to reshape the wealth management industry
CRM2 is shaking up the wealth management industry like nothing I’ve seen in my time in the business.