06/17/2015
The wealthy constitute one of the most lucrative markets for a broad array of professionals such as financial advisors, insurance agents, lawyers, business coaches, bankers, and accountants.
06/17/2015
Wealth managers and firms need to evolve to meet the complex needs of their clients or risk losing business
06/17/2015
Investing primarily in global high yield corporate credit with a focus in the US, the fund will aim to generate attractive risk-adjusted returns in both up and down markets and provide investors with an absolute return of 5-7% per annum.
06/16/2015
The wealth management industry has arrived at an inflection point. While one group of players seems to be guarding the status quo, another group is seizing the moment.
06/16/2015
Hard work and education can help strengthen these qualities in your clients
06/16/2015
As an alternative defined benefit plan, a relative few sponsors have introduced a shared-risk design of variable or flexible benefits,
06/16/2015
Westpac, one of Australia's big four banks, has announced it will pare its stake in wealth manager BT Investment Management as it continues its drive to shore up capital.
06/16/2015
You want to become a private banker, you want to manage your own clients in Asia’s rapidly expanding wealth sector.
06/16/2015
After acquiring several investment advisers over the past decade, Stancorp decided to sell its private client group
06/16/2015
Legal & General is understood to be considering a sale of its Cofunds platform, just over two years after it sealed a deal to take full ownership.
06/16/2015
The banks are also considering the tougher rules imposed by the European Union for conducting business outside of the eurozone
06/16/2015
HSBC will not sell its business in Mexico, Chief Executive Stuart Gulliver said in an interview published on Monday, as the British bank embarks on a plan to shrink itself to boost profits.
06/16/2015
Private banking emerges as recruitment powerhouse as sector faces tough regulation, digital disruption and competition from local wealth managers.
06/16/2015
Nicola Horlick has been named the inaugural winner of the 'Who’s Who Champion of Change’ award
06/16/2015
Philippe Couvrecelle, founder of PTH Conseil and former Chairman of the Board of Edmond de Rothschild Asset Management, and his partner, Jean Maunoury, are the architects behind this project: a global platform which will acquire minority stakes in the cap
06/15/2015
Swiss private bank eyes doubling of assets in 2020 plan
The reforms have leveled the playing field
06/15/2015
Edinburgh-based private bank refuses to rule out HQ move
But the bank, which caters for high net worth clients, insists any consideration over where to locate its brass plate is "not a political thing".
06/15/2015
Tidjane Thiam starts work as CEO of Credit Suisse next month with investors optimistic he can bring about a major change of strategy at the bank, even if he has to raise cash to do it.
06/15/2015
Ultra-premium cards offer high-end services. But you have to be invited to own one.
06/15/2015
UBS is expanding its wealth management business in Kowloon and the New Territories, having signed a lease on a new office at One Peking Road in an effort to woo wealthy entrepreneurs.