05/10/2016
The setbacks for the British lender’s former chief executive, who now invests in assets sold by big banks, came as the process of determining who will own one of Africa’s biggest financial institutions entered a crucial phase.
05/09/2016
Wealth management industry in disruption
But it is increasingly being asked by the wealth management firms providing both groups with financial advice.
05/09/2016
Bob Diamond Says Atlas Mara Close to Buying Another African Bank
The target is in one of seven African countries where Atlas Mara already owns a lender, Diamond said at the London Business School’s Africa Business Summit on Saturday.
05/09/2016
Client-centricity rule #3: be how you want to be seen
Wealth managers need to ensure they are 'professional' and use their superior knowledge to help their clients live at peace with their wealth.
05/09/2016
He highlighted asset-backed securities — bond-like instruments that pay investors income based on underlying assets such as mortgages or credit card debt
05/09/2016
Simon Smiles, chief investment officer at UBS Wealth Management, discusses where his high net worth clients are putting their money and what's really weighing on investor's minds.
05/09/2016
The Singapore branch of the Hongkong and Shanghai Banking Corporation has completed the transfer of its retail banking and wealth managementb business to a locally incorporated subsidiary, HSBC Bank Limited.
05/09/2016
Credit Suisse adds 30-plus private bankers in Asia including two market group heads
Credit Suisse has added more than 30 private bankers including market group heads to Asia, Asian Private Banker can reveal.
05/09/2016
International wealth group expands to Australia
The founding partners, Nick Maikousis and Jon White, with a combined 54 years of experience, held senior management roles within the financial planning and insurance advisory sectors before establishing MW Lomax.
05/09/2016
He said Schroders had “the vast majority [of asset classes] covered” but highlighted fixed income as an area of opportunity.
05/09/2016
This must include their plans to shift wealth from one generation to the next
05/06/2016
Netwealth to grow IFA base, eyes app-savvy investors
This year, the group surpassed the $8 billion mark and aim to win more IFAs through its tech-focused business model.
05/06/2016
Golf has become a dirty word in the UK asset management market
Crackdown on golf alarms fund industry
05/06/2016
It is becoming increasingly difficult for Britain’s wealthy to break in to the 10-digit / billionaire club
The slowdown in uber-UHNW growth begs several questions of wealth managers
05/06/2016
AAM had less than £1billion of assets under management and a market cap of £38million around the time of its stock market listing in 1991.
05/05/2016
Butterfield completes HSBC units migration
Butterfield Bank has completed its acquisition and migraton of HSBC Bermuda trust and investment business
05/05/2016
ING strengthens Latin American presence with dedicated hire in Colombia
ING's ability to recognize Colombia as an attractive market in the medium to long term puts it ahead of the curve in growing its Latin American business," said Andrea Puerto, Country Manager, ING.
05/05/2016
Wealth firm launches structured product MPS
The new service provides advisers with access to three portfolios, made up of structured products.
05/05/2016
Ultra-Wealthy Tiger 21 Investors Push PE Allocations to All-Time High
Quarterly cash allocations hold steady at 10%, and fixed income rises slightly to 11%
05/05/2016
Honour? Humility? Putting your clients’ interests above others? These aren’t qualities that have been associated with the banking sector in recent times, but they’re at the very heart of the business of Nedbank Private Wealth