03/21/2014
BMO's private banking operations in Asia acknowledged for innovative products and services, ability to meet client and business needs, and comprehensive financial and investment solution
03/21/2014
Deal marks 17th acquisition by IFA consolidator
03/21/2014
Morgan Stanley today announced that four UK-based charitable organisations will benefit from the Firm’s first UK Strategy Challenge.
03/21/2014
‘We are selectively recruiting investment professionals to try to capture flows
03/21/2014
But several lenders are taking the hand-holding business to a new level.
03/21/2014
Sanlam Private Investments (SPI) has created a new company to which professional connections can outsource their clients’ wealth management through a joint venture approach.
03/20/2014
The global financial crisis forced the wealth management industry to reconsider long-held tenets about portfolio construction and the role of strategic asset allocation.
03/20/2014
National Australia Bank Ltd. expects to recoup lost wealth management market share in two years by selling more retirement products and making better use of the bank’s retail network.
03/20/2014
UBS eyes independent space
The firm has been expanding its product offerings and has considered an acquisition as independent firms move to compete for ultrawealthy clients
03/20/2014
The private banks that are hiring in Asia right now
If you’re looking for a job in Asian private banking but you’re sick of working for a major multinational, both boutique European firms and expanding Asian banks are staffing up on relationship managers in Singapore, the region’s private
03/20/2014
Chairman and chief executive Henry Angest said: "This has been another significant year. Both banks have made good progress. We have substantially increased the net assets of the group and at the same time been able to pay shareholders a special divi
03/20/2014
Merrill Lynch Wealth Management and EDHEC Business School Join Forces to Advance Goals-Based Wealth Management
"We are delighted to be able to work on the industry-relevant and intellectually stimulating subject of risk and goal allocation, thanks to our collaboration with Merrill Lynch on this research chair"
03/20/2014
High net worth investor numbers have climbed by nearly 10 per cent in 12 months, with a third of their collective $1.39 trillion in assets via SMSFs
03/20/2014
LLBH Private Wealth Management, an independent wealth management firm advising on approximately $1.5 billion in total client assets, announced it has been named the 2014 "Best Multi-Family Office Overall" in the "New Product" category
03/20/2014
The Company expects to issue a statement on 1 April 2014 to confirm that completion has taken place and to issue a trading update on the same day.
03/20/2014
Every bank catering to the wealthy touts its high-end services.
03/20/2014
Investment trusts chasing places in model portfolios may need an overhaul in order to meet wealth managers’ expectations of size and liquidity
03/20/2014
Morgan Stanley today announced that four UK-based charitable organisations will benefit from the Firm’s first UK Strategy Challenge.
03/20/2014
Rothstein Kass a leading professional services provider to the financial services industry, today announced it was named “Best Multi-Family Office (New Entrant)” and “Best Effective Tax/Accountancy Team” at the Family Wealth Report
03/20/2014
Leading Swiss Private bank looking to bring the children of its clients into the fold
Financially conservative children of current clients receive particular attention