10/20/2015
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
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
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 had a strong showing at the 25th annual PBI Awards held in Singapore
10/20/2015
When MacDonald featured on the cover of Wealth Manager in 2010, he was aiming to grow the business organically.
10/20/2015
Investment fee prices in the UK seem to be half of those in SA – Mike Abbott.
10/20/2015
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
Last week saw the 16th Professional Adviser International Fund and Product Awards.
10/19/2015
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 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
Expectations remain high for Thiam after news of his appointment in March sent the bank's shares soaring almost 8 percent.
10/16/2015
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
Ms Dauriac-Stoebe and Signia are now suing each other following her sudden exit from the firm nine months ago.
10/16/2015
The bank's wealth management and securities services are delivered through five distinct businesses, including U.S. Bancorp Wealth Management.
10/16/2015
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
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
In January, six staff members, including three divisional directors, exited Brewin’s Glasgow office to launch a new Scottish hub for rival Rathbones.
10/16/2015
DBS' acquisition of Societe Generale's Asian private banking business last year added considerably to its AUM
10/15/2015
SYZ extends its investment offering
A modern private bank has to continuously meet the needs of its clients and offer them viable and high-performing solutions.