06/12/2015
Merrill Lynch today announced that it has added sustainable impact multi-asset class portfolios to its expanding platform of impact portfolios to serve clients interested in using their investment capital for positive social and environmental purposes.
06/12/2015
The flow of clients moving to online wealth management services from traditional banks could increase sharply as wealthy clients focus more on low fees and warm to online advice, the co-founder and CEO of British start-up Nutmeg said.
06/12/2015
Three former Brewin Dolphin directors have joined forces to launch their own investment management firm, Brighton Capital Management
06/12/2015
The team’s approach is to identify relative value opportunities across sectors
06/12/2015
An investment advisory arm of Anglo-French investment group Rothschild has pulled the launch of a commodity finance fund, “despite significant work on this project,” according to company filings.
06/11/2015
Goldman Sachs has raised more than $1bn from its wealthy individual clients for a fund that will invest in fast-growing private companies, as the global market for unlisted company fundraising gathers pace.
06/11/2015
By using a data-driven, harmonized, and modernized sales approach, banks may be able to determine what the consumer wants to purchase and how he or she wants to purchase it
06/11/2015
Wealth is volatile -- it can be lost as quickly as it is created
06/11/2015
South-East Asia's economic boom is resulting in the emergence of a new middle class, heralding vast opportunities for global wealth management
06/11/2015
Two European private banks on collision course
Two small, private and respected European wealth management banks find themselves on a collision course in 2015
06/11/2015
Private banker establishes wealth management firm
"Australians seeking financial advice are seeking more transparent relationships, superior service and outcomes that are in their best interests."
06/11/2015
Recent calls by pension fund leaders for companies to rethink share buybacks and to invest more in their businesses are not resonating with some wealth management leaders
06/11/2015
That worked for 143 years, but the banking industry changed forever after the near meltdown in the global financial crisis
06/11/2015
Denise Kenyon-Rouvinez gives 6 tips on succession ahead of the family business stream at Orchestrating Winning Performance
06/11/2015
Close Weekly Close Up
06/11/2015
We will continue to provide relevant, best-of-breed products to investors across the region.
06/11/2015
A combination of the two would create a wealth management behemoth
06/11/2015
Intesa has long expressed an interest in buying private banking and asset management assets. Messina said there were no news on that front.
06/10/2015
Wealth management organisation to open Hong Kong branch
Although independent wealth managers are far fewer in Hong Kong than Singapore, they still need a unified voice
06/10/2015
The new banking products are just the latest step in Morgan Stanley's effort to make wealth clients more reliant on financial advisers - not just for investments, but for loans and other financial needs.