12/26/2019
HSBC Singapore Announces Digital Wealth Management Solutions
In the past two years, HSBC has made significant investments in enhancing its digital capabilities globally.
Wealth and Asset Management
12/24/2019
CI Financial builds on U.S. wealth expansion strategy with acquisition
In late November, CI agreed to acquire a majority interest in Surevest Wealth Management of Phoenix.
12/23/2019
Wealth boutique boosts team with double Octopus hire
Blackfinch Group has hired Vince Keen and Mo Khan from rival Octopus Investments to join its business development team.
12/23/2019
Mirabaud Asset Management wins large real estate advisory mandate
As adviser to the ultimate buyer, Mirabaud has demonstrated its due diligence, professionalism and its ability to facilitate the execution of a complex transaction in a timely manner, a key challenge in today’s real estate world.
12/23/2019
Global private equity group buys Wealth Manager
The Harwood Board therefore unanimously recommends that shareholders vote in favour of the resolutions relating to the Acquisition.
12/23/2019
UBS sets up research and analysis department
‘I firmly believe that the new GRAC function will create a competitive advantage that will improve our interactions with all our stakeholders and help us to serve them better.’
12/23/2019
Credit Suisse Sacks Ex-Chief Operating Boss
The second instance of spying was organized by Pierre-Olivier Bouée, the former operating chief of Credit Suisse until he left in October for having Khan tailed.
12/23/2019
UBS Reorganization Claims First Casualty
The reorganization has come as a bit of a shock, says one employee of the bank in Asia who did not envisage the changes to the existing structure or Raju’s consequential departure when he spent time with Khan in early November this year.
12/20/2019
Asset Management’s Biggest Winners and Losers Will Be...
Private markets will account for one-third of the industry’s revenue by 2024, according to Casey Quirk. But active equity funds will feel more pain.
12/20/2019
Wealth managers find reasons to be cheerful on global economy
UK and European economies set to turn a corner while Japan looks cheap
12/20/2019
Wealth manager buys Glasgow financial planner in £1.6m deal
Turris Partnership in Glasgow is taken over by UK-wide operator Mattioli Woods
12/20/2019
Kingswood continues US expansion with second strategic acquisition
Formed in 2017, the principals of the firm are Keith Gregg and Derek Bruton.
12/19/2019
Wealth managers are promising business-class service for the masses
Banks, brokers and tech buffs vie to look after common people’s $72trn stash of cash
12/19/2019
ZEDRA: Expanding their global range of services to the private wealth clients in Singapore and the region
There are plenty of advantages, especially if they are setting up various structures for the family business or for collective investments.
12/19/2019
RBC: Asia Dominates Wealth Creation Opportunities
The index was produced by the Economic Intelligence Unit for RBC Wealth Management.
12/19/2019
IQ-EQ shortlisted across three categories in Citywealth Magic Circle Awards
The Magic Circle Awards aim to celebrate the elite of the private wealth industry.
12/19/2019
HSBC Singapore launches wealth management solutions
HSBC Structured Product Online Platform: An online solution offered to accredited investors to invest in structured products offered by the bank.
12/19/2019
Ocarian shortlisted twice in Citywealth's Magic Circle Awards 2020
The annual Magic Circle Awards identify the best advisers and managers in the global private wealth industry.
12/19/2019
Geneva family office and wealth manager merge
Our group intends to play an active role in the consolidation of independent management
12/18/2019
Wealth Taxes Don’t Reduce Inequality
There are too many have-nots and too few haves to make much difference.