04/13/2022
Keep it in the family with smart tax planning
We look at the best ways of helping your loved ones benefit from your wealth after you’ve gone by cutting your estate’s tax bill
Wealth and Asset Management
04/13/2022
Broadridge Enhances Analytics, Enabling Asset Managers to Better Target Financial Advisors
Enhancement enables accelerated distribution and identifies advisor demand for fund and ETF products
04/13/2022
Singapore’s budget for business
The Singaporean government has unveiled a dynamic and ground-breaking post pandemic budget with ambitious plans to upskill workers, improve digital innovation and make the region a greener place to do business.
04/13/2022
St James’s Place partner firms merge
Owner of one of the businesses to retire after the deal
04/12/2022
Liontrust suffers £432mn outflows after losing mandate
The outflows are in comparison with net inflows of £958mn in the same period last year.
04/12/2022
Nine Sanctuary Wealth Advisors Named to 2022 Forbes Best-In-State List
This year almost 35,000 advisors applied to be considered for the annual ranking which narrows down to approximately 6,500 advisors managing a collective $10 trillion who are researched
04/12/2022
Sir Martin Sorrell on his life, career and the future of the global advertising industry
Previously Sir Martin was Founder and CEO of WPP for 33 years, building it from a £1m 'shell' business in 1985 into the world's largest advertising and marketing services company.
04/12/2022
Eight wealth managers' top fund picks for new ISA season
With the new ISA season upon us, we asked professional fund selectors and analysts which funds they are backing this year.
04/12/2022
Geneva WM partners with private equity fintech
The wealth manager’s clients will gain access to investment opportunities traditionally reserved for institutional clients.
04/12/2022
Zug WM launches fund targeting high quality European stocks
The Dynamic Equity Europe, a sub-fund of Tramondo UCITS funds, has a defensive approach with active risk management.
04/12/2022
Maerki Baumann : Strong business result and new member of the Board of Directors
The strong result can be put down to successful business activities, substantial organic growth in all business areas and a pleasing performance.
04/12/2022
Cantonal banks are gaining more and more ground in wealth management
With a total of CHF 2.7 billion, wealth management thus contributed almost 30 percent to the total business income.
04/12/2022
US Investment Firm Stephens Takes Stake in CRUX
We are excited to make an investment in CRUX Asset Management
04/11/2022
Citigroup to keep hiring in private banking push amid growth, rivalry in China’s Greater Bay Area
Citigroup joins HSBC, Standard Chartered and Bank of China (Hong Kong) in boosting wealth managers in Bay area deemed as ‘richest megalopolis’
04/11/2022
Turning Japanese
“Money talks – and mine said ‘goodbye !’” - Anonymous.
04/11/2022
Family Offices Drive DBS Private Bank Assets Higher
DBS Private Bank does not disclose the absolute figures for its AUMs.
04/11/2022
Julius Baer Private Banker Relocates to Lugano
Martinelli will focus on leading a new team for business acquisition and business development in the international clientele area.
04/11/2022
Hightower Receives Official Charter for Hightower National Trust Company
With approval from the U.S. Office of the Comptroller of the Currency, Hightower launches Hightower National Trust Company, offering corporate and administrative personal trust services for Hightower advisors and their clients.
04/11/2022
MHA MacIntyre Hudson takes majority stake in Cave & Sons to strengthen private wealth management offering
MHA Caves Wealth will continue to serve all of its existing clients while forming a core part of MHA MacIntyre Hudson’s comprehensive private wealth offering.
04/11/2022
Groupe Indosuez Wealth Management : Indosuez's offer highlighted at the WealthBriefingAsia Greater China Awards 2022
In a competitive and demanding wealth management market, these awards reflect the relevance of Indosuez's strategy and its usefulness to its clients and society.