06/30/2015
HSBC returns to its roots
Bank refocuses on Asia
Wealth and Asset Management
06/30/2015
One of these women may win the struggle to run a Wall Street firm
The first woman to run a Wall Street firm could be a behavioral scientist, a mathematician, or an engineer
06/30/2015
Wealth managers under pressure as clients demand higher cash levels
“People were more confident after the election, but now Greece is on the agenda instead.”
06/30/2015
Hargreaves buys £370m client bank from JP Morgan AM
The breadth of Hargreaves Lansdown’s service means we are able to accommodate the full range of investments that these clients currently hold.
06/29/2015
UBS eyes growing wealth management needs of China’s rich
Concerns about retirement and inheritance prompt well-heeled Chinese to consider more comprehensive ways to manage their money
06/29/2015
Change in the air for Credit Suisse as Tidjane Thiam takes helm
Eyes on new chief’s master plan for Switzerland’s largest bank
06/29/2015
Fast-Track Green Card Program Swells With New Interest
Wealthy investors from Brazil, Russia and Vietnam are eager to get a foothold in U.S.
06/29/2015
Raymond James pair target charities with boutique launch
Raymond James’ branch principal Wayne Hayhurst and investment manager Paul Gavaghan are targeting advisers and charities through a new venture, two10 Asset Management.
06/29/2015
Towry revives £800m float plan
A schedule for the IPO is expected to be unveiled in the near future
06/29/2015
How wealth managers are trying to avoid another Lehman
Pain is a rarely used word in the lexicon of wealth management
06/29/2015
Investec Wealth & Investment partners with FEIFA
UK-based asset manager Investec Wealth & Investment has partnered with the Federation of European IFAs (FEIFA) to help the organisation’s members “meet their clients’ investment requirements”.
06/28/2015
No longer so secret, Swiss banks look to expand after purge
Swiss banks lost billions in assets in European tax crackdown
06/28/2015
A cloud hangs over the Masters of the Universe
The growth in asset management has created the risk of a liquidity illusion, says David Oakley
06/26/2015
Go East, Young Buy Sides
Tim highlights this week's BST coverage with an eye towards our latest meeting of the minds in Singapore.
06/26/2015
Consolidation game: Is wealth M&A set to accelerate further?
Robert Hare, managing director of pensions – wealth and stockbrokers, at Lloyds Bank Commercial Banking, says the recent wave of wealth management M&A is only the start of the sector's turnaround.
06/26/2015
Krawcheck to advisers: 'Middle-aged white guys' must help women get raises
At Morningstar conference, the former Merrill Lynch boss said gender pay gap is a key obstacle to retirement savings
06/26/2015
Women: An $11 trillion market for financial advisors?
Women control more wealth than most financial advisors recognize.
06/26/2015
The power of wealth management is pushing banks to hire more private bankers
MBA Jobs: Wealth Management Recruiting Surge Led By Asia
06/26/2015
No longer so secret, Swiss banks look to expand after purge
After billions of Swiss francs in withdrawals, recent figures from UBS <UBSG.VX> suggest the tide is beginning to turn.
06/25/2015
Maybank Private Wealth eyes regional expansion
The private banking arm of Malaysia's largest bank aims to rollout its Asian expansion this year, with the hiring of dozens of relationship managers, the opening of a London office and a new service in Singapore.