12/19/2016
The EM story is not finished yet: Ken Peng, Citi Private Bank
This year emerging markets have underperformed. Developed markets continue to outperform. Are you telling your clients that they should remain underweight on EMs?
Wealth and Asset Management
12/19/2016
Arbuthnot Latham snaps up Duncan Lawrie loan book
The loan portfolio is mainly secured against residential property and has a total balance of approximately £44.9 million with 83 customer accounts.
12/19/2016
Arab Bank Switzerland ditches FIS/Sungard core system for Avaloq BPO
By partnering with Avaloq, the bank will benefit from the Avaloq Banking Suite, a state-of-the-art solution that includes a fully integrated component for upcoming legal and regulatory requirements.
12/19/2016
Robo-advisers not plagued by profitability challenge
Robo-advisers will be snapped up on the cheap by the big traditional player
12/18/2016
A bionic boost for a new private banking landscape
At the UHNW level, it’s bionic advisers, not robo-advisers, that could have a greater impact
12/16/2016
Wealth management biz to grow 17-18 per cent: Sanctum Wealth
Sanctum Wealth was founded by a close group of investors by taking over the private banking business of RBS India in 2015, making it the first management buyout deal in India, he said.
12/16/2016
Wealth managers favour short-term debt products now
These days, they are recommending investors to hold two thirds of their portfolio in short-term products and the balance one-third portfolio in dynamic bond funds.
12/16/2016
Former Coutts & Co Trustees relaunches under Highvern brand
Coutts & Co Trustees has relaunched itself under a new boutique private client brand following the management buy out
12/16/2016
Wealth Enhancement Group Continues Chicagoland Growth
Purchase of Northbrook-Based Wealth Management Firm with approximately $200 Million in Client Assets is Third Acquisition Announced This Year
12/16/2016
Inverness Shortlisted In Three Categories For The Family Wealth Report 2017 Awards
This annual industry award competition highlights the achievements of single- and multi-family offices
12/16/2016
BMO Financial Group to step up investments in China
In the short term people would continue to see worrying pressures based on existing trends in the economy.
12/15/2016
Sense of control and good returns driving satisfaction with SMSFs
A range of views exist on what is required for a comfortable retirement.
12/15/2016
Wealth management biz to grow 17-18 per cent: Sanctum Wealth
The long term growth story of India is intact despite demonetisation
12/15/2016
BDP Global Take Aim at China’s Burgeoning Wealth Management Market
Private fund raising companies” in China, are essentially asset managers supervising the funds raised from the general public
12/15/2016
UBS Shuffles Southeast Asia Structure in Efficiency Bid
Swiss private banking giant is restructuring in a bid to become more efficient
12/15/2016
Van Lanschot and Achmea complete takeover of Staalbankiers' private banking activities
The acquisition adds around €1.7 billion to Van Lanschot's assets under management
12/15/2016
How J.P. Morgan stole 90% of the MRF market
J.P. Morgan Asset Management quietly captured nearly all of the China-Hong Kong Mutual Recognition of Funds market.
12/15/2016
Aristotle launches Aristotle Atlantic Partners
Aristotle’s primary mission is helping clients achieve their investment goals
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.