12/15/2015
Nervy stock markets slow European Wealth's progress
Funds under management have risen by 20% to £1.2bn since the start of the financial year last November.
Wealth and Asset Management
12/14/2015
Proving Worth Report - RESEARCH
Study Looks at the Values of Ultra-High-Net-Worth Millennials in North America
12/14/2015
At Nippon Wealth, Japanese expats take on Hong Kong
Nippon Wealth's office in Tsim Sha Tsui, Kowloon, offers a million-dollar view of Hong Kong Island's famed skyscrapers. But CEO Tsutomu Nakajima has no time to enjoy the scenery.
12/14/2015
NBAD recognised as the best private bank in the UAE
The new awards recognise the impressive growth in assets under management and revenues - growth mainly attributable to its development of a client-centric culture focused on long-term relationship building.
12/14/2015
Wealthy Iranians eye London property market
Some of them are concerned about the government changing direction in a few years’ time, and that sanctions could return.
12/14/2015
People who want to do philanthropy should do it actively, says IT czar
IT czar —who has donated half of his stake in Wipro to charity through his company’s CSR arm, Azim Premji Foundation, largely in the primary education space...
12/14/2015
DBS Private Bank launches ‘PE Access’ to introduce direct private equity deals to private banking clients
DBS Private Bank has announced the launch of “PE Access” – a programme where the bank will introduce direct investment deals to its ultra high-net-worth clients.
12/14/2015
UK Polin: Sanlam UK 'absolutely not up for sale'
Grow organically and through acquisition
12/14/2015
Banque SYZ SA joins the top 20 of Swiss private banks
Moreover, it enables Banque SYZ to develop in regions it had been absent from to date
12/14/2015
Old Mutual Wealth tipped to list separately from global group
The analysts said they expected Old Mutual Wealth to be separately listed but this would not happen for three years.
12/14/2015
Can Social Wealth Work? by Sebastian Dovey
Last week, trademark application miners discovered the latest digital strategy of one of the most renowned private banks in the world.
12/11/2015
Bank of the West Aims to Lure Entrepreneurs
The offering is delivered through a network of offices in 28 cities throughout the United States, the bank said.
12/11/2015
Crestone announces major partnerships
He added that Crestone's partners were selected "based on their leading market position, financial strength and specific expertise to support our offering to clients.
12/11/2015
Credit Suisse Seeks Premium in Swiss Unit Sale, Illy Says
Planning is “pretty advanced,” Illy said.
12/11/2015
Grab Your Wallet: RIA Buyers And Sellers Gear Up for Busy 2016
They see the average RIA growing at 15% plus in a minimally capital intensive business, and baby boomer demographics driving the need for financial and estate planning advice.
12/11/2015
Perpetual acquires private wealth firm
The Private Practice provides education on finance and lifestyle to medical professionals
12/11/2015
Kenya Commercial Bank CEO Joshua Oigara declares his wealth worth Sh220m
Kenya Commercial Bank boss Joshua Oigara is the second chief executive to now declare his wealth.
12/11/2015
DB transfer service launches
The service is to be led by James Brooks and Peter Simes who have experience in the private banking, discretionary fund management, family office and private wealth areas.
12/11/2015
Canada's bright young minds shine at the RBC Next Great Innovator Challenge
A hundred and nine innovative minds from 23 colleges and universities across Canada. Twenty-four innovative ideas proposed in one day. But only one team can be named RBC's Next Great Innovator - or maybe not?
12/10/2015
Anthony Hilton: Wealth management clients want humans to manage their cash, but with exceptional IT
At a conference for wealth managers organised earlier this month by ComPeer, the respected research house, much of the day was spent agonising over technology.