06/03/2015
Will you trust a robot to manage your money—when you’re 64?
That works in the early days of the era of the digital native, but will it still work when the digital natives turn 64?
06/03/2015
“Managing Family Office Wealth”
A local and international audience of investment professionals and clients will hear EFG’s latest investment advice to global families and their trusted advisors.
06/03/2015
BNY Mellon IM shuts SMA platform, lays off staff
The firm has shelved its separately managed account unit for wealthy people in Asia and let up to 50 staff go in Hong Kong and Singapore, AsianInvestor understands.
06/03/2015
New Book, "The Aspirational Investor: Taming the Markets to Achieve Your Life's Goals,"
Merrill Lynch Wealth Management Chief Investment Officer Ashvin Chhabra today published a new book, "The Aspirational Investor: Taming the Markets to Achieve Your Life's Goals"
06/03/2015
Appleby Advises Santander on Reorganisation of Santander Private Banking in Jersey
The transaction used the Banking Business (Jersey) Law 1991 which allows a Jersey deposit-taking business to be transferred from one bank to another by means of a Court-sanctioned scheme.
06/03/2015
Bank launches innovation centre in Singapore and launches portfolio tracking app for Asia clients
06/03/2015
Much of the discussion concerning passives has focused on what they do better than active strategies, with ‘better’ often a synonym for ‘more cheaply’.
06/02/2015
Wealth manager seeks to exploit ‘painful transition’
European Wealth is turning a corner following its ‘reverse’ takeover and listing last year, according to the group’s executive chairman John Morton, and is now working towards getting a “higher profile” to attract good acquis
06/02/2015
Stifel deal for Barclays unit would amp up ambitions to attract elite advisers
Acquisition target could add $47 billion in assets to St. Louis-based firm
06/02/2015
Caledonia trust nears £100m deal for 7IM
People familiar with the talks said that an agreement was likely to be struck in the coming weeks
06/02/2015
Butterfield explores overseas indices options
The Bank of Butterfield is to look at listing its shares in either the US or the UK, as well as Bermuda
06/02/2015
The company will spend the next few months introducing the campaign to its employees before launching it externally.
06/01/2015
‘Wolf of Wall Street’-style coke party at jumper’s luxury apartment: cops
Evidence of an epic, cocaine-fueled party straight out “The Wolf of Wall Street” has been discovered inside the million-dollar apartment of an investment banker who plunged to his death
06/01/2015
Experts Provide Advice On Selling And Clienteling To The Super Rich
Annually, they spend over $45 billion on travel
06/01/2015
Villa Del Mare: Lola Wang Li and the secretive web of Chinese wealth
The Treasurer wanted to demonstrate that he was serious about stopping foreigners from evading ownership restrictions and inflating the bubbling market.
06/01/2015
Private Investments And Private Wealth
Most big money was created through equity, which means there’s a centuries-old relationship between entrepreneurism, ownership, and wealth
06/01/2015
The advertising campaign will be followed by a programme of activity that provides Sanlam Private Wealth clients with exclusive, one-of-one opportunities and bespoke experiences.
06/01/2015
How an Israeli bank stiffed Washington
Bank Leumi is one of a vast number of banks that helped Americans dodge tax
06/01/2015
Investment bank reportedly in lead to buy Barclays' US wealth management unit
Currently negotiating key aspects with Barclays
06/01/2015
Private banks seen as hindering Asia multi-asset funds
The chief executive of Principal Global Investors says private banks are preventing the uptake of multi-asset funds, and believes Asia needs to change its pension structures to facilitate change.