03/20/2014

In focus: Eye on the asset pie

The global financial crisis forced the wealth management industry to reconsider long-held tenets about portfolio construction and the role of strategic asset allocation.

03/20/2014

UBS eyes independent space

The firm has been expanding its product offerings and has considered an acquisition as independent firms move to compete for ultrawealthy clients

03/20/2014

The private banks that are hiring in Asia right now

If you’re looking for a job in Asian private banking but you’re sick of working for a major multinational, both boutique European firms and expanding Asian banks are staffing up on relationship managers in Singapore, the region’s private

03/20/2014

Arbuthnot Private Bank reports pre-tax profits up 25%

Chairman and chief executive Henry Angest said: "This has been another significant year. Both banks have made good progress. We have substantially increased the net assets of the group and at the same time been able to pay shareholders a special divi

03/20/2014

HNWs invest heavily via SMSFs

High net worth investor numbers have climbed by nearly 10 per cent in 12 months, with a third of their collective $1.39 trillion in assets via SMSFs

03/20/2014

LLBH Wins Best Multi-Family Office Award

LLBH Private Wealth Management, an independent wealth management firm advising on approximately $1.5 billion in total client assets, announced it has been named the 2014 "Best Multi-Family Office Overall" in the "New Product" category

03/20/2014

Wealth managers may dictate terms

Investment trusts chasing places in model portfolios may need an overhaul in order to meet wealth managers’ expectations of size and liquidity

03/20/2014

Brewin Dolphin tipped for post-Budget bounce

Brewin Dolphin could enjoy a post-Budget bounce in its share price as it prepares to help pensioners navigate a new pensions climate, Alex Wright of Fidelity Special Situations has predicted.

03/20/2014

Coutts launches a charitable foundation

Coutts, the private bank and wealth management service has launched the Coutts Foundation, a grantmaker which will aim to help tackle the causes and consequences of poverty.