08/01/2016
2016 Wealth Management Trends
The fundamental shifts faced by wealth managers can be best described as two revolutions, one loud and the other quiet.
Wealth and Asset Management
08/01/2016
UAE expats rake in serious wealth
Individuals in the affluent segment are third in rank in the hierarchy of wealth holders.
08/01/2016
Former Barclays executive launches family office
New wealth manager Saranac boasts host of executives from world’s financial giants
08/01/2016
European Wealth unveils director changes
He joined European Wealth as part of the acquisition of Aventus in 2011.
08/01/2016
Wealth managers missing ‘significant’ opportunity: Verdict Financial
The research showed that 78 per cent of consumers with investments log into their social media profiles on a daily basis
08/01/2016
Smaller wealth management firms at risk as M&A deals reach eight-year high
There were 124 M&A deals between wealth management firms in 2015, a fresh high during the eight years of tracking by Scorpio Partnership.
08/01/2016
UBS America's Wealth Unit Profits Up 18%
The company attributes the increase in profit at Wealth Management Americas’ division to lower operating expenses and record net interest.
08/01/2016
Ex-Investec W&I multi-asset duo launch boutique
Laurence Boyle says the firm will run the same proposition as he did at Investec
08/01/2016
Wealthy investors reducing UK exposure post Brexit
Most high net worth individuals are looking to reduce their exposure to UK-based assets in the wake of the country’s vote to leave the European Union, according to deVere Group.
08/01/2016
Tilney Bestinvest completes Towry acquisition
It was previously revealed that following the completion of the transaction, Towry chief executive Rob Devey would leave the business.
08/01/2016
Compliance pay boom: how wealth managers are coping
The boom in compliance remuneration took hold after the financial crisis and now looks likely to accelerate following the Brexit vote.
08/01/2016
Credit Suisse Sets Its Sights On The Super-Rich
The new group will go after business owners with a lot of money and entrepreneurs in the oil and gas, biotechnology and telecommunications industries.
07/29/2016
Barclays profits fall 21% amid restructuring
High street bank sees PPI bill rise and non-core division makes a loss of £1.9bn
07/29/2016
Wealth managers missing out on social media
Indeed, many of the larger players that use social media do so under their general brands rather than via the wealth management division, which can limit the impact and reach of their social media activities in targeting wealth management clients,
07/29/2016
UBS Scraps Near-Term Targets as Second-Quarter Profit Declines
Some of Europe’s largest banks have been hurt by volatile markets and record-low interest rates, with Deutsche Bank AG, Barclays Plc and Credit Suisse Group AG all reporting a drop in second-quarter earnings this week.
07/29/2016
Bellevue reports H1 group net profit of CHF 2.8 mln
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07/29/2016
Signature Bank Launches Signature Chicago Wealth Management
Signature Chicago Wealth Management leverages the unique customer service that Signature Bank is known for
07/29/2016
How rich is rich enough to get the attention of big US brokerages?
Industry sources say that figure was closer to $250,000 before the financial crisis.
07/29/2016
Banks must boost efficiency by sharing more costs, says UBS
Swiss lender comfortably beats earnings expectations for second quarter
07/29/2016
St James’s Place boss hits back at charging criticism
He pointed specifically to the “charging differential” between an SJP pension and an open-market pension.