05/30/2016
Top 5 equity funds for South Africa’s ultra-rich
Therefore any fund manager, wealth manager or private bank needs to build strong relationships with individual brokers in order to get exposure.
Wealth and Asset Management
05/30/2016
StanChart's Massive Layoffs Mostly Complete
The massive job cuts announced by Standard Chartered Bank's headquarters last year have mostly been made and any further cuts to headcount here will be normal attrition
05/30/2016
ANZ Bank eyes bigger role in financial advice
Reflecting this push, ANZ will launch this week a new platform in partnership with Macquarie Group.
05/30/2016
There's a big misunderstanding between wealth managers and their Singaporean clients
Wealth managers also need to catch up with their clients' digital demands
05/30/2016
There's a big misunderstanding between wealth managers and their Singaporean clients
Singapore clients are becoming more savvy about fees
05/30/2016
Jacob Rothschild makes move to acquire rival Alliance Trust
RIT Capital disclosed a stake of less than 3 per cent in Alliance Trust last year, according to UK regulatory filings.
05/30/2016
Raymond James' $17M fine over anti-money-laundering failures should be a wake-up call
Time advisers take regulators' focus on this issue seriously, as compliance rules are only going to become stricter
05/27/2016
Panama Papers: Mossack Fonseca closes island offices
Jersey, where the company has had a small office for 20 years, was mentioned many times in the leaked documents.
05/27/2016
BSI says new management not linked to Malaysia scandal
There is no proof that current members of the board of directors or management are involved in the case,” he told the Swiss daily Corriere del Ticino.
05/27/2016
Arbuthnot to sell up to 31.9 pct stake in retail bank Secure Trust
The sale would generate gross proceeds of about 145 million pounds ($213 million), Arbuthnot said.
05/27/2016
Tilney Bestinvest welcomes Towry with £17.6m profit
The combined firm with have 240 financial planners and 120 investment managers on its books, operating from over 30 locations across the UK.
05/27/2016
AP Executive Wins Global Award 2016
The winners were chosen after a rigorous nomination and selection process
05/27/2016
Now 16 FIFA execs named in Julius Baer money laundering probe
The referrals were made by Julius Baer after US and Swiss prosecutors had begun their hunt for corrupt officials and sports marketers linked to FIFA.
05/27/2016
Investec Wealth Finds Its Niche in Hong Kong
The wealth manager says customized advice will attract clients not served by other private banks in the region.
05/27/2016
The wealth manager turned watchmaker who's totting up sales of £8.5m a year indulging his passion
To the outside world, the centuries-old watchmaking business might seem like an odd choice of profession for the young and inexperienced to break into.
05/26/2016
Lux group ups UHNW expansion with Swiss bank purchase
This purchase comes just three months after the Luxembourgese bank acquired Banco Populare Luxembourg S.A.
05/26/2016
Macquarie agrees to sell Majority of NZ retail Wealth Management Unit
Neither the purchase price nor the size of the cornerstone stake were disclosed.
05/26/2016
China's wealth management sector 'should go more global
"At the same time, we should look for excellent investment managers overseas for cooperation."
05/26/2016
Clients of UBS Wealth Management's spino face trading restrictions
Crestone intends to officially open its doors on 10 June 2016.
05/26/2016
You will never have seen this trophy before... but England and Wales will play for it on Sunday
England and Wales are about to go toe-to-toe for a trophy that nobody knows anything about