05/13/2019
The future of private banking in Germany: Four trends shaping the market
Expect to see more strategic partnerships, mergers and acquisitions in the latter half of 2019.
Wealth and Asset Management
05/13/2019
Wealth management firm completes first deal of 2019
It may make two more deals before the end of the year which could tip AUM over £1bn
05/13/2019
Dolfin Completes Acquisition of Private Wealth Business
We are delighted to announce that we have completed our acquisition of the business of London-based Falcon Private Wealth Ltd.
05/13/2019
Lionel Aeschlimann on art and seeing the world differently
The Mirabaud partner talks of his faith in active management and the group’s bicentenary
05/13/2019
UHNW Management partners with Leptos Estates in Cyprus
Internationally regarded as the NUMBER ONE home builder in Cyprus and Greece, Leptos Estates has a 58-year success story, so it was naturally the right fit for us.
05/13/2019
Geneva boutique aims to expand team with new WM
The firm is looking for an individual who already has an established portfolio of clients.
05/10/2019
Pictet Details Asian Wealth Plans
The wealth veteran noted Indonesia offers significant opportunities for wealth managers, especially since authorities launched a tax amnesty programme in 2016.
05/10/2019
World’s rich put a third of funds into cash as trade war simmers
​According to a UBS survey released on May 7, 32% of high-net-worth portfolios are in cash.
05/10/2019
Lyon Polk: Keys to a $15.4 Billion Practice
Lyon Polk the first was the undersecretary of state for Woodrow Wilson, and architect of the Versailles Treaty.
05/10/2019
Acquisitions help Rathbones' income rise 13% in Q1
Inflows of £2.2bn during the quarter
05/10/2019
Focus Financial Partners Reports First Quarter 2019 Results
“The first quarter again demonstrated the power of the Focus model in a highly attractive growth industry,” said Rudy Adolf, Founder, Chief Executive Officer and Chairman.
05/10/2019
Vontobel Wealth Management targets Mexico, Brazil hires
The Latin America head is also working to hire more relationship managers serving Brazil and has already made headway on that front.
05/10/2019
Brewin Dolphin Holdings PLC Interim Management Report For the Half Year Ended 31 March 2019
We are investing in our business to support future long-term growth.
05/10/2019
Mediobanca eyes Julius Baer's Kairos in asset management drive
The investment bank is interested in doing mid-sized deals in wealth management and has the financial muscle to fund them.
05/10/2019
Investec to sell wealth arm
This acquisition, which is consistent with our strategy of growth in assets under management, provides us with an exciting opportunity to strengthen substantially our existing presence in the Republic of Ireland
05/10/2019
OCBC posts 11% rise in Q1 profit to S$1.23b
The last of the three local banks to report Q1 results, OCBC said total income for the first quarter rose 15 per cent to S$2.68 million, from S$2.33 billion a year ago.
05/10/2019
Lighthouse investors give £46m Quilter deal thumbs up
The fund manager told Wealth Manager earlier in the week that he was 'disappointed' at the price Quilter was paying and encouraged rival firms to launch counter bids.
05/10/2019
Run + connect + grow: The formula to modernizing your wealth business for growth
Ultimately, a wealth manager’s competitive advantage will come down to cost, differentiated service and delivery of a dynamic customer experience.
05/10/2019
Wall Street’s safe bet on trust banks turns sour
State Street and BNY Mellon are getting squeezed as investor clients seek lower fees
05/09/2019
Penny stock crash: First private bank rep takes stand, reveals losses
The account was opened for trading investments supported by lending provided by Coutts with shares in Blumont Group Ltd and Asiasons Capital Ltd provided as margin security.