03/09/2016
Salesforce modernizes wealth management offering
New cloud-based Financial Services offering provides fully integrated capabilities for improving wealth manager productivity and firm-wide agility
Wealth and Asset Management
03/09/2016
When choosing a wealth manager, the personal touch is best
When Google’s European chief Matt Brittin was being grilled by politicians in London last month over the search engine giant’s tax arrangements, he caused uproar by admitting he did not know how much he was paid.
03/09/2016
3 Tips For Teaching Kids About Family Wealth
Know thyself, know thy partner.
03/09/2016
Falcon Private Wealth Dubai now servicing from DIFC
"This step emphasises our strong commitment to the UAE and aims to support our growth plans in the MENA region."
03/09/2016
Rothschild & Co announces acquisition of L&Co
Frank Demoen and Yves Vervaet will join Rothschild as managing directors
03/09/2016
Bankers’ bonuses should be withheld for up to a decade says Barclays man
Move would give managers a longer-term view of their business, opines new deputy chairman Sir Gerry Grimstone
03/08/2016
Singapore Banks Eye Barclays’ Private Bank
Taking a step back, why are they interested? Wealth is growing strongly in Asia
03/08/2016
Wealth manager announces direct-to-consumer offering
Bristow said the engine works based on user inputs, and enables clients to choose to manage their own investments or seek out advisers.
03/08/2016
Credit Suisse Group: How to Revamp Wealth Management?
Business Finance News highlights the tough time Credit Suisse’s wealth management department is going through and give recommendation on how to improve situation
03/08/2016
Wealth boutique launches asset management business and multi-manager range
The all-in fees range from 1.1% to 1.36% and the minimum investment is £1,000 for lump sums or £100 a month for regular savings.
03/07/2016
South Africa-UK Wealth Management Giant Plans $12.8B Split-Up
It has a market value of £8.8bn as of Friday’s close.
03/07/2016
The lure of Hogtown finally became irresistible to one of the last holdouts among large Vancouver-based wealth management companies
Expansion underscores need for B.C. firms to have presence in Canada’s largest city
03/07/2016
Citibank strengthens wealth management
Park added that Citi Priority helps cut transaction cost through digital banking channel as well as providing customers with freedom and flexibility in transactions.
03/07/2016
Credit Suisse Wealth-Management Head Has a Tough Task
Iqbal Khan’s mission—revamp a patchwork of disparate businesses—would be a challenge even in good times
03/07/2016
Rothschild Wealth tells clients it's time to invest abroad
Global investment strategist Kevin Gardiner at Rothschild Wealth Management, which has €21.6 billion ($32 billion) under management globally
03/07/2016
Wealth managers keeping faith with Japan
Wealth managers appear to be keeping faith with Japanese equities despite the recent poor performance of the country's economy
03/07/2016
Old Mutual split could trigger Nedbank sale
Earlier this week, global banking group Barclays announced that it will be selling down its stake in Barclays Africa Group Limited – trading as Absa in South Africa.
03/06/2016
Bob Diamond's alleged bid for Barclays' Africa ops shows what a big mistake it was to let him quit
It's pretty sweet revenge for Diamond as the deal would mean snapping up one of his old employers' most profitable assets
03/06/2016
‘Ambitious’ style pays off for new Schroders chief
One top-20 shareholder warned that Mr Dobson, who has run the £313bn asset manager for the past 14 years, risked becoming a “back seat driver”.
03/04/2016
Lombard International sets up dual US-UK wealth solution
In addition to providing a practical solution to the issues faced by US clients, the hybrid policy also caters to UK residents who, for business or personal reasons, plan to take up residence in the US for a period of time.