05/21/2014
New Advisor Models Threaten Legacy Managers
As the number of advisors who rely on legacy managers diminishes, some fund families will have to evolve if they want to stay relevant
Wealth and Asset Management
05/21/2014
Moving Can Cost You
Advisors who frequently move to new firms can expect to make less
05/21/2014
Tighter scrutiny of potential mainland clients by banks in Hong Kong
An increasing number of wealthy mainland individuals have been unable to open offshore accounts at the Hong Kong offices of private banks
05/21/2014
Gordon Davidson plans for Jupiter's Scottish push
The broader asset management space has the scope to become a “long-term growth industry” in Scotland.
05/21/2014
Succession adds two firms boosting assets by £80m
The relationship with Succession would add value to the two-strong adviser firm
05/21/2014
Jordan Says Legal Rows Call Swiss Private Banking Into Question
Swiss National Bank President Thomas Jordan said legal altercations have cast serious doubts on Swiss cross-border private banking activities.
05/21/2014
Swiss Expect Julius Baer, Basler, ZKB to Strike U.S. Deals Soon
Swiss Finance Minister Eveline Widmer-Schlumpf expects other banks to reach agreements soon to settle U.S. investigations into tax evasion after Credit Suisse Group AG announced a deal late yesterday.
05/21/2014
BNP Paribas Wealth Management Unveils Its New Brand Positioning
It has been adapted in some 30 countries with local brand identities and in 11 different languages.
05/21/2014
UK Private Bank appoints new CEO
He has had a 30-year career in banking
05/21/2014
Cazenove looks to offer discretionary clients Diversity
Cazenove wealth management clients with less than £200,000 for bespoke portfolios may be offered Diversity range
05/21/2014
Where is the Next Generation of Wealth Management Professionals?
Firms beginning to feel the pressure to diversify their ranks
05/21/2014
Singapore is Expected to Overtake Switzerland as the World’s Epicentre of Wealth Management: AsiaBiz Services
Asiabiz Services shares how Singapore’s rise to global financial dominance came about.
05/21/2014
Chantrey Vellacott named in the Top 25 Private Client Accountancy Firms
Chantrey Vellacott has been named as one of the top 25 private client accountancy firms in the UK.
05/21/2014
Transferring Your Wisdom and Wealth
Successfully transferring wealth to your heirs is a challenging but priceless undertaking.
05/21/2014
Raymond James reports AUM up 20 percent from last year
In an effort to provide timely information to investors about general trends in our major business segments, we are releasing selected operating data for April 2014.
05/19/2014
INTERVIEW: José Jiménez - CEO, March Gestión de Fondos
On active vs passive management, the wine sector and more.
05/19/2014
Banque Cramer clinches deal to buy wealth manager
Both banks' private banking philosophy and strategy as well as their expertise and experience are ideally complementing each other.
05/19/2014
BMO named "Best Wealth Management in Canada 2014"
BMO recognized for its comprehensive wealth management services, array of local and global expertise and innovative investment and financial solutions
05/19/2014
Wealth management firm acquires mortgage aggregator for $17.6 million
chief executive Tim Brown said that all of Vow's existing staff would be retained and Vow chairman Peter Neustadt said that this was a "welcome strategic move for the Vow business."
05/19/2014
BNY Mellon partners with Goldman Sachs AM on investment strategies
BNY Mellon has partnered with Goldman Sachs Asset Management to expand the range of competitive strategies available to high-net-worth Asian investors on BNY Mellon’s separately managed accounts platform, Spectrum.