07/10/2015
Private Banks Urge Calm Amid China Uncertainty
Advisers to Asia’s wealthy are divided on whether to buy battered stocks or wait until the dust settles.
Wealth and Asset Management
07/10/2015
JM Finn poised for tax advisory launch
JM Finn & Co is exploring client appetite to launch a tax advisory service.
07/10/2015
Quilter Cheviot targets Middle East with Dubai office
Discretionary fund manager Quilter Cheviot, which was acquired by Old Mutual Wealth in Q1 of this year, is to open a branch office in Dubai.
07/10/2015
Brewin & Rathbones men take Tour de France challenge
Over the first few days the cyclists – who are aiming to raise £1million for Cure Leukaemia - cruised across the Netherlands, battling strong winds on the flat terrain, and into Belgium.
07/09/2015
UBS or Credit Suisse: Where should you work as a banker in Asia?
But which is the best firm to work for if you are a private banker in Asia considering your next move?
07/09/2015
Big Recruiting Grabs Build Momentum for Raymond James
That grab was the largest in the firm's history.
07/09/2015
Profile: how Walker Crips has turned it around
It is a milestone [and] when we reach it we will feel entitled to be taken more seriously as a mid-sized quoted house.
07/09/2015
Private banker will help Webster follow the big money
The competition for wealthy customers’ money is heating up on the narrow streets of Boston’s Financial District. Just ask Christopher O’Connell.
07/09/2015
Leading a race to the top in Asian private banking
It has been compelling for many private banks to try to provide a broader range of products and services to appeal to the lower tiers of Asia’s wealthy.
07/09/2015
Philippines Wealth Management Forum 2015 - Highlights
Thank you to the senior market practitioners who attended.
07/09/2015
Should others follow Charles Stanley with pay overhaul?
Having faced up to the issue, has Charles Stanley come up with the right solution?
07/09/2015
Should others follow Charles Stanley with pay overhaul?
Having faced up to the issue, has Charles Stanley come up with the right solution?
07/08/2015
New Quarterly Webinar Series from OppenheimerFunds on Compelling Wealth Management Conversations
The program also focuses on opportunities to enhance and refine an investment strategy, and helps FAs articulate their value proposition in a clear and compelling way.
07/08/2015
Private banks pride themselves on discretion
In the wake of high-profile scandals in the Middle East's private banking networks, we asked key individuals about what clients need from the sector.
07/08/2015
How wealth managers are tackling currency risks
Volatility in the currency markets is on the rise as central bank policy and economic growth rates increasingly diverge around the world.
07/08/2015
China’s Fosun to Buy Private Bank in Push for German Wealth
The Chinese firm is also considering buying a minority stake in Raiffeisen Bank International AG’s Polish unit
07/08/2015
How Sanlam plans to benefit from consolidation trend
Sanlam UK’s chief executive Lukas van der Walt expects the wealth management sector to consolidate in a similar manner to the accountancy industry – and he hopes to benefit from this trend.
07/08/2015
Millionaire population in India growing fastest: study
Country will account for nearly one million millionaires by 2018
07/08/2015
US wealth managers catching up with UBS
This is a complex moment in the history of our industry
07/07/2015
Finra fines Wells Fargo, Raymond James, LPL
Wells Fargo, Raymond James and LPL don't have to pay a fine because the firms themselves discovered that the fees had been charged to its customers and they then reported the problem to Finra.