10/14/2015
$258M UBS team goes independent with Wells Fargo FiNet
Curtis Rach and Jud Crary join established practice in Irvine, Calif.
Wealth and Asset Management
10/13/2015
Wealth manager chooses fund custodian
As a major market player with USD 6.1 trillion in assets under custody
10/13/2015
BNP Paribas launches APAC philanthropy program
Youngsters benefitting from the program will receive training and regular practice in one or more artistic fields for over three school years.
10/13/2015
Fund for the Circassians, 1864 - C. Hoare & Co
Manuscript of the Month
10/13/2015
Shortlist Of Potential Winners Of WealthBriefing, GCC Region Awards 2015
The event will be held at the Mina A’Salam in Dubai. Winners will be announced at the awards dinner.
10/13/2015
BNP Paribas Wealth Management: €6.5 billion in responsible investments, up 50% per year since 2010
BNP Paribas Wealth Management's SRI and Impact Investing products rely on a strategy that combines open architecture selection, expertise and innovation.
10/12/2015
Bank of America Sees Foreigners Rushing to Fund Spending by Indian States
State governments have control over land, water and electricity, making them essential to attracting investment.
10/12/2015
Deutsche Bank considers sale of life insurance unit
Deutsche Bank is waiting to hear how much capital the European Central Bank will require lenders to hold against risk from their insurance units
10/12/2015
Guggenheim Investments Recognized for Best Fixed Income Initiatives at WealthManagement.com Industry Awards
Guggenheim’s Timely and Relevant Fixed Income Commentary and Research Cited for Supporting Financial Advisor Success and Helping Clients Navigate Investors Toward Their Financial Goals
10/12/2015
Bellpenny makes it 32 buys after double swoop
Bellpenny has boosted its funds under management by over £150 million with the acquisition of two independent financial adviser.
10/12/2015
One in three IFA owners to retire within 10 years
The wealth management M&A race is set to be ratcheted up a notch with more than a third of IFA owners planning to retire within 10 years.
10/11/2015
Advisers struggle to provide the full range of services ultrawealthy clients need
Multifamily offices try to win the loyalty of multigenerational families of clients by offering a full menu of services
10/11/2015
Standard Chartered to axe senior jobs
A source said the bank is expected to slash about 1,000 positions, with redundant employees to be notified by the end of next month.
10/11/2015
Swiss bank private bank extends Formula E sponsorship
The series, whose commercial partners include French carmaker Renault and tyre company Michelin, races in cities across the globe and completed its first season in June this year.
10/09/2015
Credit Suisse Drops on Report of Capital Raising Plan
The fresh funds will be used to absorb losses the bank will incur as it reorganizes, the FT said.
10/09/2015
M&A Deal of the Year: Vontobel
Swiss wealth adviser Vontobel – under the lead of chief executive Zeno Staub – has acted decisively to buy, and hire, investment talent.
10/09/2015
Think Of Them As Super Butlers
Since pursuing estate management classes at the Starkey International Institute for Household Management in Denver four years ago, Cushwa has worked for three families.
10/09/2015
China's Fosun on the prowl for European takeovers
Europe is not the only destination for Fosun, which has invested more than $5 billion in the United States and $500 million in Japan.
10/08/2015
Profile: Coutts International's new Swiss owners have big plans
Fricker was previously chief executive of Lloyds Bank International and joined UBP when the Swiss company acquired the division in 2013.
10/08/2015
Attracting top-tier women to wealth management
A long time ago it recognized that if it wanted to change the status quo from a boys club to an all-inclusive club it needed to make it more attractive for women to make the change.