08/05/2015
UBS Wealth Team With $400 Million Starts Own Boutique With Help
The boutique is named for Las Olas Boulevard, the posh shopping street in Fort Lauderdale.
Wealth and Asset Management
08/05/2015
RBS sells asset manager Cairn Capital to Mediobanca
The Italian bank wants to become a major international player in the asset management industry
08/04/2015
So, this is what Tom Hayes’ former assistant at UBS is doing now
Where are they all now? A brief trawl of the internet suggests most have sunk into welcome oblivion.
08/04/2015
BMO Private Bank sets out Asia expansion plans
BMO Private Bank's new Asia CEO has been given a remit to grow the size of the firm's regional assets.
08/04/2015
Top 10 trends in the Australian wealth management industry
Bravura Solutions’ Director, Product Management & Strategy, Darren Stevens identifies 10 major trends in the Australian wealth management industry and explores their implications for next generation platforms.
08/04/2015
Bestinvest founder launches high-end investment service
EQ Investors, the boutique wealth manager led by Bestinvest founder John Spiers, has launched an investment service for high-net-worth individuals, companies and charities with over £750,000 to invest.
08/03/2015
Singapore faces shortage of compliance experts in fight against dirty money
Demand for experienced compliance experts soars in city state as banks go on hiring spree amid the government crackdown on tax evasion
08/03/2015
Expats in Cyprus could lose out if UK exits EU
British expats in Cyprus could lose a host of privileges if Britain withdraws from the EU, a popular expat forum has warned.
08/03/2015
Region’s wealth managers need to start thinking digital
There is so much reliance on legacy systems and channels to reach their audience
08/03/2015
Bordier snaps up £75m discretionary mandate
The adviser outsourcing market via platform-managed funds is a key area of potential growth for Bordier.
08/03/2015
Brewin Dolphin wins fund management contract with the National Eisteddfod for Wales
The Cardiff office of Brewin Dolphin has seen a strong growth in charity clients in Wales with total funds managed of more than £130m
08/03/2015
ex-Barclays director to launch SJP-backed boutique
When McCue officially leaves the bank in September, Wealth Manager understands that he is planning to set up his own venture, McCue Wealth Management.
08/03/2015
Wealth managers must adapt to prosper- Pershing
Wealth managers need to ‘adjust their business propositions’ in order maximise opportunities in a changing industry landscape, according to investment services company Pershing.
08/03/2015
Merrill Lynch Goes After Foreign Clients in 29 Countries
Merrill Lynch’s parent company, Bank of America, sold its offshore wealth-management offices three years ago.
08/03/2015
HSBC could still leave UK despite bank levy tax changes
High taxes pushed the bank to consider moving its HQ to Asia, and George Osborne's move to cut the costs may not be enough to persuade HSBC to stay
07/31/2015
Analysis: Why Advisors Are Leaving Barclays
The deal to sell the wealth management operation to Stifel was supposed to come with 180 advisors managing about $56 billion in offices in 12 cities.
07/31/2015
Why UBS and Credit Suisse aren’t offering big money to hire Asia’s best bankers
UBS and Credit Suisse are both all about Asian private banking right now.
07/31/2015
Swiss private bank sees its China fund business doubling by year-end
"If the market now is stabilizing, I think we can probably easily double (the business) by the end of the year," Nicolas Faller, executive managing director of institutional clients
07/31/2015
AP Group, the parent company of AP Executive, celebrates its 25th year anniversary
The vision of the company was conceived by founder and CEO, Gina Le Prevost, a professionally qualified and experienced recruitment specialist.
07/31/2015
Charles Stanley completes suitability review
Charles Stanley has completed a suitability review of its processes as part of its ambition to become a leading UK wealth manager by 2020.