09/26/2016
4 Disruptive Trends Singapore’s Banks Are Keeping An Eye On
The success of a bank partly relies on its ability to manage risk.
Wealth and Asset Management
09/25/2016
Roller coaster ride: Wealth managers hold investors' hands during Brexit, upcoming U.S. election
Brexit lead to a world full of buying opportunities
09/23/2016
Global leader in wealth structuring solutions opens new office
Expansion Serves as Gateway to LatAm High Net Worth Community
09/23/2016
Julius Baer steps up hiring in S'pore, HK
More than half of about 200 new bankers that Julius Baer plans to hire this year will be based in Asia
09/23/2016
Canaccord Raises $60-Million To Build Out Wealth Business
Canaccord Genuity Group Inc. attempts to give its Canadian wealth management business a shot
09/23/2016
Private wealth management no longer the preserve of the rich
Retirement planning and the low-interest-rate environment are driving demand for impartial investment advice
09/23/2016
Intertrust completes acquisition of Elian
The combination also enhances the career opportunities available to the combined company`s employees.
09/22/2016
Qatari banks see turnaround in 2017
Qatar’s banks will continue to face challenges in the remaining year, but is expected to turn more positive next year
09/22/2016
Investec Private Banking to sponsor Tatts Book 1
Investec Private Banking is part of Investec Bank, a worldwide financial services institution founded over 40 years ago.
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.
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.