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Wealth and Asset Management

10/20/2015

Singapore HNWI Wealth to Reach US$1.1 Trillion by 2019 Says 2015 Wealth Management Market Report

This report reviews the performance and asset allocations of HNWIs and Ultra HNWIs in Singapore.

10/20/2015

Forbes Middle East launches ‘Business Leaders Inspiring The UAE’

Revealing the top entrepreneurs who are shaping the future of the region

10/20/2015

Standard Bank Wealth and Investment honoured at international global wealth summit

The event, the 25th Private Banker International Global Wealth Summit and Awards brought together private banks, family offices, independent wealth managers and intermediaries in an active discussion of the key issues facing the industry across the world

10/20/2015

The Impact of Millennials on Values Based Investing

At present impact investing remains on the fringes of the asset management world but this looks set to change as an increasing number of millennials start investing.

10/20/2015

Chinese Family Offices Diversify Into Alternatives

They are now putting nearly half their fortunes into less liquid investments like private equity and real estate.

10/20/2015

BNP Paribas Wealth Management wins six accolades

BNP Paribas Wealth Management had a strong showing at the 25th annual PBI Awards held in Singapore

10/20/2015

How this Scottish wealth firm is playing the consolidation game

When MacDonald featured on the cover of Wealth Manager in 2010, he was aiming to grow the business organically.

10/20/2015

South Africans: save by investing abroad – Sable Wealth

Investment fee prices in the UK seem to be half of those in SA – Mike Abbott.

10/20/2015

Wells Fargo and Credit Suisse U.S. Private Banking Announce Exclusive Recruiting Arrangement

The wealth management business is a major area of growth and focus for Wells Fargo, and over the last decade, we’ve grown in size and stature.

10/19/2015

Isle of Man named Best International Finance Centre

Last week saw the 16th Professional Adviser International Fund and Product Awards.

10/19/2015

New Citi Wharton Global Wealth Institute to launch in Philadelphia and Beijing

Wharton School Dean Geoffrey Garrett said the global nature of this program exemplifies their goal to be the best business school for the world.

10/19/2015

In difficult quarter, Morgan Stanley wealth makes its mark: CEO

In a difficult trading quarter, wealth management contributed almost 47 percent of Morgan Stanley's total revenue, up from about 43 percent a year earlier.

10/18/2015

Credit Suisse's Thiam set to show hand as CEO

Expectations remain high for Thiam after news of his appointment in March sent the bank's shares soaring almost 8 percent.

10/16/2015

Swiss Investment Banks Pushing Out Russian Clients – Report

UBS denied to Forbes that it had imposed a fee on any Russian clients, but said its guidelines stipulated a minimum deposit of $5 million to ensure profitability.

10/16/2015

Tycoons To Back Wealth Firm Amid Legal Row

Ms Dauriac-Stoebe and Signia are now suing each other following her sudden exit from the firm nine months ago.

10/16/2015

Wealth Management Revenue Up at U.S. Bank in 3Q

The bank's wealth management and securities services are delivered through five distinct businesses, including U.S. Bancorp Wealth Management.

10/16/2015

HNW Planning ramps up high-touch advice with netwealth managed accounts

They already have the infrastructure which matched what we wanted and this managed accounts complements what we are already doing with our 'guided portfolios'.

10/16/2015

Ex-Coutts and Morton Fraser directors launch SJP-backed boutiques

The firm will launch as a partner practice of St James’s Place, covering the South West of England.

10/16/2015

UBS Scores Three-peat as Asia’s Top Private Bank

Assets managed by Asia’s private banks jumped 12% to $1.5 trillion with global firms dominating the rankings

10/16/2015

Brewin’s Martin expects continued growth in Scotland despite departures

In January, six staff members, including three divisional directors, exited Brewin’s Glasgow office to launch a new Scottish hub for rival Rathbones.

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