12/15/2016
Aristotle launches Aristotle Atlantic Partners
Aristotle’s primary mission is helping clients achieve their investment goals
Wealth and Asset Management
12/15/2016
Joseph Mariathasan: The benefits of a UK sovereign wealth fund
An increasing ageing population cannot expect to rely on the Ponzi-type economics of taxing a declining younger population for future pensions.
12/15/2016
Wealth Enhancement Group Continues Chicagoland Growth with Acquisition of CLA Financial Advisors
The firm has focused on developing its Chicago region since 2013.
12/14/2016
Profound Changes in the Wealth Advisory Business Require Firms to Embrace a New Approach to Building an Enduring Business
Advisory firms should broaden their appeal to include younger generations of investors, including women
12/14/2016
Coutts launches multi-currency debit card
With some clients travelling as many as 24 times a year, they were spending up to thousands of pounds on non-sterling transactions.
12/14/2016
TIGER 21 Launches Member Benefits Program
High-Net-Worth Group's 460+ Members to Receive Access to High-End Medical and Cyber Security Offerings
12/14/2016
Nomura launches fund for high net worth individuals
The fund is open to sophisticated investors whose total net personal assets exceed RM3 million or gross annual income exceeded RM300,000 in the preceding year.
12/14/2016
FA Teams, Goals-Based Planning Win HNW Clients
Advisors speaking at the conference also offered tips on dealing with post-election uncertainty, the publication writes.
12/14/2016
China Beckons Overseas Banks and Asset Managers
Beijing’s new offer of wholly foreign-owned enterprise status has overseas firms eyeing the mainland institutional and retail markets.
12/14/2016
Asia’s wealth managers turn to local markets for new hires
In Asia, Singapore is seen as the most favourable location.
12/13/2016
Swiss law firm targets Asian wealth structuring
Every bank and trust company has an interest in Asia, as does every independent asset manager.
12/13/2016
Old Mutual to cut stake in asset management arm via offering
OM Asset Management said it had agreed to repurchase 6 million ordinary shares from OM Group Ltd, a unit of Old Mutual.
12/13/2016
UBS wins $4.5M clawback case against 2 advisers
When UBS was recruiting them, it neglected to inform the duo of critical firm policies that were later to pose obstacles in transitioning their business over, Brecher says.
12/13/2016
What Can Luxury Teach Swiss Private Banking?
What does the nearly $1 trillion luxury goods industry know that Switzerland’s priciest and choicest private banks don’t?
12/13/2016
Never mind the robos… we’re all digital wealth managers now
Digital is critical to offering a premium service
12/13/2016
British Virgin Islands: Private Wealth Structuring In The BVI
These structures will usually contain holding companies, trusts and private trust companies.
12/13/2016
Ultrawealthy Donors Step Up Their Giving
Survey finds 3% increase in major donations in 2015.
12/13/2016
Delivering more by discretionary mandates
These dynamics have made clients turn to their banks to provide professional advice.
12/12/2016
How Asia’s Wealthy Invest
Rich Asian families tend to be more aggressive, hands-on investors than their Western counterparts
12/12/2016
Swiss private bank starts hunt for new Latin America boss -sources
Has Mandated A Recruitment Firm For The Search Of New Latin America Boss