08/09/2016
Standard Life's platform pushes profits to £341m
Standard Life said this drop was due to the impact of market volatility on investor confidence.
Wealth and Asset Management
08/09/2016
Old Mutual sells Italian business for €278m
“I am extremely proud of the Italian team and what they have achieved. I believe that the growth prospects of Old Mutual Wealth Italy will be enhanced under Cinven and ERGO Italia’s ownership.”
08/09/2016
Van Lanschot and Achmea agree sale of Staalbankiers’ private banking activities
Staalbankiers clients and employees will be advised of the takeover today.
08/09/2016
Welcome to Google Wealth! by Annie Catchpole, Scorpio Partnership
Ask any wealth manager who their future competitors will be and they’ll probably say one of the big-name private banking brands or a local boutique offering similar products and services to their own.
08/08/2016
Coutts report an operating profit of £41m as at Q2 2016
Private Banking continues to support its clients with net loans and advances of £11.8 billion
08/08/2016
The 'biggest mistake rich investors make' is not diversifying
Biggest investment mistake
08/08/2016
HK cannot return to the past if it wants to be a global financial centre in the present
Complaints about the lengthy processing time required to open a new bank account is not justified as failure to do so would attract record fines and even closure
08/08/2016
Record High at DBS Wealth Unit
The strong income growth in the second quarter enabled profit before allowances to grow 10percent.
08/08/2016
How to Buy a Caribbean Private Island With Seven Beaches
Saddleback Cay, home to seven major and minor beaches
08/08/2016
Old Mutual acquires Yorkshire advice firm
Staff and management at Beaumont Robinson, which has more than 850 clients, will stay with the business.
08/05/2016
OMGI eyes China distribution, puts plans in place
The next step in China is to formalise the informal discussions we’re having at the moment.
08/05/2016
OM Asset Management beats 2Q profit forecasts
The results topped Wall Street expectations.
08/05/2016
Finding the way forward in Malaysian wealth management
Markets are clearly tough for everyone, and challenges are mounting across all aspects of the service and product offering.
08/05/2016
Earnings and costs up for private banks
Regulation and robo-advice threaten European wealth managers
08/05/2016
Wall Street wealth managers face growing competition
Other wealth managers are seeing top clients add to cash holdings on fears of market turbulence and geopolitical conflict.
08/05/2016
The private banking of New Zealand's wealthiest
No more standing in a queue at the bank a private banker will come to you where ever you are and whenever you require it.
08/05/2016
Societe Generale Private Banking Hambros named the "Best Private Bank in the UK Crown Dependencies"
It recognises the talent and expertise of the local teams who have been working with High Net Worth Individuals, entrepreneurs and family offices for over 40 years.
08/05/2016
Wealth manager boom masks growing cost problem
Regulation and robo-advice threaten European wealth managers
08/05/2016
Eagle Gates Group announces plans for wealth management club in Thailand
The addition of the APEX Club deepens Eagle Gates' presence in the Asia Pacific region and the potential is immense.
08/05/2016
Wealth managers be warned: post-Brexit client satisfaction drops
In June, 21% of those who filled out the online questionnaire said they were unhappy with their current wealth managers and were looking to switch.