10/29/2015
Top Brokers at Credit Suisse Unhappy With Wells Fargo Deal
Terms create opening for rival brokerages to grab some Credit Suisse brokers
Wealth and Asset Management
10/29/2015
Morgan Creek launches private wealth advisory team
The group will work mostly with intermediary distribution channel, focusing on wealth advisors managing $500 million to $2 billion in assets.
10/28/2015
HSBC shrinks Bermuda operations
The transfer is expected to be completed in the first half of 2016.
10/28/2015
Investment Quorum’s Robertson is ‘Asset Manager of the Year for High Net Worth Investors’
The judges were asked to pay particular attention to changes in assets under management
10/28/2015
Is India’s HNW Market Just A Mirage For Global Wealth Managers?
India's wealthy population grew 26% from last year, but global private banks are struggling to make any headway in the market.
10/28/2015
Vontobel seeking more buys in private banking, asset management
A strong and broad-based inflow of new money of CHF 7.3 billion was recorded since the start of the year.
10/28/2015
High-net-worths demand fixed fees from wealth managers
For ultra-high-net-worth individuals, defined as those investors with a minimum of £6.5m assets, almost 10 per cent are demanding to pay time-based fees instead of paying on a transactional basis.
10/28/2015
Bill Gates' Wealth Manager and the Future of UHNW Family Practices
Managing a private fortune of $80 billion is still wealth management, but there are some caveats, the Financial Times writes.
10/28/2015
Kleinwort Benson opens Boston office
KBII opened its first U.S. office in New York, with San Fransisco following in 2013; the new Boston office means the firm is ideally placed to service its growing North American client base, from the East Coast to the West Coast, and into Canada, where it
10/28/2015
Emirates NBD named Outstanding Private Bank Middle East by Private Banker International
Bank also highly commended for Outstanding NRI/Global Indians Offering
10/28/2015
The Evolution of Family Offices
Family office services are now accessible to a larger spectrum of wealthy individuals and families who previously would not have benefitted from it.
10/28/2015
Barclays launches football event to promote wealth management
Barclays has launched an initiative to showcase its investment insights and create debate over wealth management.
10/28/2015
Stifel CEO: Departing Barclays Advisors ‘Were Already Well on Their Way’ Out
When completed, these deals are expected to grow Stifel's advisor ranks by nearly a third.
10/27/2015
Morgan Stanley Private Bank, National Association Receives an Outstanding on its First-Ever Rating from Office of the Comptroller of the Currency for Community Reinvestment Initiatives
We will continue to leverage our capital markets expertise in support of innovative development programs
10/27/2015
Former Wellian boss launches consultancy
He stepped down from Wellian in May following the acquisition of the company by Harwood Capital Management.
10/27/2015
Baring Asia Completes Deal to Acquire Majority Stake in Vistra Group
“Our partnership with Baring Asia brings a new and exciting chapter for the Vistra Group. With their support, we can continue the success and growth of the firm to the satisfaction of our clients, our employees and our shareholders. We very much lo
10/27/2015
Winners of Spear's Wealth Management Awards 2015 announced
The awards, in association with Gaggenau, celebrate the innovations and successes of entrepreneurs, philanthropists, private bankers and more
10/27/2015
Aberdeen Asset Management boss confirms “no plans” to step down
The company issued a strong denial of the claims
10/27/2015
Former wealth management adviser spills the beans on the super rich
Users on questionandanswer site Quora wanted to know just what it’s like to be up close and personal with the extremely wealthy.
10/27/2015
J.P. Morgan Loses CEO of Chase Wealth Management
The CEO of Chase Wealth Management has left under mysterious circumstances two years after being named to the post.