11/15/2015
Passing the buck: how money man Andrew Yen guides China's billionaire families through generational shifts
But equally challenging is navigating the sometimes dark human emotions that manifest among parents, children and siblings when so much is at stake.
11/13/2015
“The Path of the Entrepreneur in 2015″ - BNP Paribas
The Report reveals the emergence of the ‘Millennipreneur’, a new generation of entrepreneurs under 35 years old
11/13/2015
Morgan Stanley’s 3.5 million wealth management clients use only 1% of its retail-banking products
11/13/2015
For banks and financial services firms looking for a piece of the action, baby boomers are still their best bet
11/13/2015
They will be available on the Standard Life Investment Hub platform at launch.
11/13/2015
FCA chairman John Griffith-Jones has spoken out on the “realistic, if not ideal” delay to MiFID II, while acknowledging the need for a “less is more” approach to the regulation of wealth managers
11/13/2015
Some of his team’s clients are institutions that work with artists, some are artists whose work fetches prices that have made them very rich, and others are ultra-high-net-worth clients who collect art.
11/13/2015
Silvercrest, the second fastest-growing family office in our ranking, has to keep both clients and investors happy: Its shares trade on public markets
11/12/2015
The securities carry a coupon of 5.90% and include an optional redemption call on 18 November 2020 or on 18 November of each year thereafter.
11/12/2015
A new book by inequality writer Max Rashbrooke called Wealth and New Zealand attempts to lift the lid on how wealth is spread.
11/12/2015
His role includes sovereign wealth funds, central banks and pension funds in the six-member Gulf Cooperation Council region.
11/12/2015
Lombard Odier in joint venture with Thai bank
Has spun off its private banking business from retail banking as a new business division to increase its flexibility to run wealth management and to cash in on the opportunities in this segment.
11/12/2015
The committee uses a multi-disciplinary approach to identify companies throughout the world that have the potential to deliver attractive returns
11/12/2015
Old Mutual Wealth is teaming up its various divisions, including Old Mutual International and Quilter Cheviot, to offer an all-round service to investors in South Africa ahead of next year’s Retail Distribution Review.
11/12/2015
The building at Melrose Arch in Johannesburg, which is the new home to Sasfin Wealth’s offices
11/11/2015
Wealth-X has identified more than 211,000 ultra high net worth individuals globally – defined as those with US$30 million and above in net assets – and 79% of them own two or more residences.
11/11/2015
Wealth management professionals working in the Gulf Co-operation Council region of the Middle East gathered in the sumptious surroundings of Dubai's Mina A'Salam hotel to honour outstanding individuals and firms in their sector last night.
11/11/2015
Aberdeen close on Edinburgh deal
Ernst & Young made the offer to Edinburgh shareholders on behalf of Aberdeen.
11/11/2015
Only US earnings continue to beat expectations, which is another sign that the US economy is doing rather well and justifies the US equity market’s recent strength.
11/11/2015
In a statement UniCredit said it expected the deal to be fully completed in 2016