10/05/2016
For Many Financial Advisors The Five Client Solution = 50% Annual Income Increases
These numbers are based on a structural model.
Wealth and Asset Management
10/05/2016
Liew Nam Soon: «The Definition of Wealth Management Will Change »
Digitalization on the other hand allows banks to better manage and work with client data, thus providing for as much of an individualized offering as possible.
10/05/2016
Singapore Asset-Management Industry Grows 9% in 2015
City state’s assets under management grew to US$1.9 trillion in 2015
10/05/2016
Nervous Sarasin ups alternatives exposure
US profits are fading; cash and bond yields are gradually moving higher
10/04/2016
Cazenove snaps up London-based private bank
In a note, Schroders stated the acquisition fits with the firm’s strategy of growing its wealth management business.
10/04/2016
Indonesia’s Tax Amnesty Casts New Shadow on Singapore
Billions in withdrawals come on heels of reputational ‘dent’ caused by 1MDB scandal
10/04/2016
Female Bankers Have It Tough in Switzerland
Swiss firms are behind in almost all measures for promoting women to key positions
10/04/2016
Why banks are exiting wealth and insurance
In their latest research the two academics have pointed to the manner in which the increasing regulatory burden has been critical to decision-making by the banks
10/04/2016
Growth of wealth gives way for growth in charity.
Moving from the traditional philanthropy of large industrial houses, there is also a spurt in giving by the new rising industry sectors such as e-commerce, start-ups and IT
10/04/2016
Goldman Sachs and HSBC bankers are escaping to this one asset manager
Ten Beng. a former senior associate in Bernstein’s European oil and gas team, also joined Point72 in September, as an ‘investment analyst.’
10/04/2016
Close eyes three regional wealth gaps after fund arm sale
He also indicated the firm would like to expand its existing office in Manchester.
10/04/2016
Credit Suisse in Talks for Full Saudi Arabia Banking License
Swiss bank in talks with SAMA to secure key banking license
10/04/2016
Financial Advisors See Growing Competition For High-Net-Worth Clients
With this concentrated focus on the wealthy, competition among financial advisors is certainly intense as reported by almost nine out of 10 of those surveyed.
10/03/2016
Wealth manager to sell amid losses
Had accumulated losses according to its most recent accounts filed at the Companies Registration Office
10/03/2016
Mystery as JP Morgan banker and trader sister found dead at luxury villa after booze binge
Two sisters were found dead at their luxury apartment in Africa after an all-day booze binge.
10/03/2016
Offshore firm boss to file multi-million euro lawsuit over boardroom ban
David Cosgrove's company, Belvedere Management Limited, had its management licence revoked by the financial regulator in Mauritius
10/03/2016
Secret Alpine gold vaults are the new Swiss bank accounts
A maze of tunnels once used by Swiss armed forces lies within.
10/03/2016
Cuban lessons for US wealth management
In the flesh, the chief executive of WE Family Offices, which oversees $6.8bn for some of the world’s richest people, is discreet.
10/03/2016
Welsh wealth management firm joins up with fast growing Fairstone Group
One of the UK’s fastest growing financial organisations and one of the largest CII Chartered Financial Planning organisations, Fairstone’s revenues are approaching £40m.
10/03/2016
NAB finishes wealth shake-up with sale of life insurance
The bank announced the moves in July as part of a plan to shake up its wealth division and lift performance.