07/09/2015
Private banker will help Webster follow the big money
The competition for wealthy customers’ money is heating up on the narrow streets of Boston’s Financial District. Just ask Christopher O’Connell.
Wealth and Asset Management
07/09/2015
Leading a race to the top in Asian private banking
It has been compelling for many private banks to try to provide a broader range of products and services to appeal to the lower tiers of Asia’s wealthy.
07/09/2015
Philippines Wealth Management Forum 2015 - Highlights
Thank you to the senior market practitioners who attended.
07/09/2015
Should others follow Charles Stanley with pay overhaul?
Having faced up to the issue, has Charles Stanley come up with the right solution?
07/09/2015
Should others follow Charles Stanley with pay overhaul?
Having faced up to the issue, has Charles Stanley come up with the right solution?
07/08/2015
New Quarterly Webinar Series from OppenheimerFunds on Compelling Wealth Management Conversations
The program also focuses on opportunities to enhance and refine an investment strategy, and helps FAs articulate their value proposition in a clear and compelling way.
07/08/2015
Private banks pride themselves on discretion
In the wake of high-profile scandals in the Middle East's private banking networks, we asked key individuals about what clients need from the sector.
07/08/2015
How wealth managers are tackling currency risks
Volatility in the currency markets is on the rise as central bank policy and economic growth rates increasingly diverge around the world.
07/08/2015
China’s Fosun to Buy Private Bank in Push for German Wealth
The Chinese firm is also considering buying a minority stake in Raiffeisen Bank International AG’s Polish unit
07/08/2015
How Sanlam plans to benefit from consolidation trend
Sanlam UK’s chief executive Lukas van der Walt expects the wealth management sector to consolidate in a similar manner to the accountancy industry – and he hopes to benefit from this trend.
07/08/2015
Millionaire population in India growing fastest: study
Country will account for nearly one million millionaires by 2018
07/08/2015
US wealth managers catching up with UBS
This is a complex moment in the history of our industry
07/07/2015
Finra fines Wells Fargo, Raymond James, LPL
Wells Fargo, Raymond James and LPL don't have to pay a fine because the firms themselves discovered that the fees had been charged to its customers and they then reported the problem to Finra.
07/07/2015
Move Once, Monetize Twice
The notion of changing firms late in your career brings up many questions, not just related to the advisor’s own financial future, but also to your clients and legacy
07/07/2015
Aberdeen Asset Management gets shareholder backing for fundraising plan
Aberdeen Asset Management has received shareholder backing to issue 200 million new shares.
07/07/2015
We all know of the gold standard, but have you heard of the cheese standard?
Italian bank takes cheese as collateral for loans
07/07/2015
Aviva pours another £8.5m into Brewin Dolphin
Aviva has bought 2.9 million shares in Brewin Dolphin to lift its stake beyond the 4% threshold.
07/07/2015
London loses golden touch as China’s build-up of bullion continues apace
The benchmark price of dollar gold is set in London twice daily via an auction process
07/07/2015
No let-up for European Wealth’s acquisition drive
We have had some really good wins in terms of acquisitions and the teams.
07/07/2015
The wealth management industry: changes and opportunities
The period following the financial crisis of 2008 heralded a time of huge change, challenge and opportunity across the financial industry