11/26/2019
Euromoney to buy Wealth-X
The acquisition is expected to enhance group revenue growth and be earnings accretive for Euromoney in its current financial year and deliver a ROI above its WACC in the first full financial year.
Wealth and Asset Management
11/26/2019
Joined-up thinking: Meet the team leading HSBC’s HNW offering
HSBC Private Banking’s collaborative culture creates ‘a virtuous loop’.
11/26/2019
VP Bank: Building Size and Capability to Seize the Opportunities in Asia
Together, they articulated the VP Bank proposition and explained how the bank is adroitly adapting its business model to seize the plentiful opportunities that lie ahead.
11/25/2019
How to choose a wealth manager
With the rise of digital investment solutions, knowing how to choose the right wealth manager for you can be a confusing and uncertain process
11/25/2019
Prometeia: Risk Specialist Enters Swiss Market
The data component of PFTPro Suite provides an up-to-date, sophisticated risk and financial analytics data feed for single instruments and portfolios.
11/25/2019
UBS adds Asian stocks to its wealth management portfolio in hope of 2020 upturn
The financial services group’s forecast also noted that thawing US-China relations, with a partial trade agreement described as “increasingly likely”, would further fuel any rebound.
11/25/2019
KBL: What Jürg Zeltner and the Kataris are really up to
The plan is to bring several dozen such "partners" on board; Zeltner floats into a kind of second Pictet , as he has already dropped in conversation.
11/25/2019
Wealth management: the rise of 20-somethings
Our expertise indicates that in most cases, this is not the optimal way to go.
11/25/2019
Swiss banking group opens Abu Dhabi office
Has been present in the United Arab Emirates since 2007
11/25/2019
Does your office roof garden look like this?
A London chef has turned the narrow spaces above the Queen’s private bank into his own private Eden.
11/25/2019
Charles Schwab to buy TD Ameritrade
Under the terms of the transaction, all TD Ameritrade shareholders, including TD, would exchange each TD Ameritrade share they own for 1.0837 shares of Schwab
11/22/2019
Coutts Q4 Outlook
We debunk some of the most popular myths around managing wealth that we hear from clients. And we look at some key considerations around passing the wealth torch on from one generation to the next.
11/22/2019
A Schwab-TD Ameritrade deal would shift 'balance of power' in digital advice
Schwab grew its digital assets by 23% year-over-year, according to the firm.
11/22/2019
UBS recruiting sweep nets advisors with more than $1.8B
Michael McVicker, who serves as head of business and change management, told employees in the memo that “we are having success across the country with recruits of all sizes from various types of firms.”
11/22/2019
Brooks Macdonald to acquire asset manager
The deal is in line with Brook Macdonald’s strategy to explore inorganic growth opportunities, alongside a continued focus on organic growth.
11/22/2019
Atria Wealth Solutions To Acquire Independent Wealth Management Firm
Atria adds new affiliation option; approaches 2,500 advisors.
11/21/2019
World’s Largest Wealth Manager Is Adding Asian Stocks to Its Portfolio
The key driver for the rebound would be cooling U.S.-China tensions, with a partial trade deal “increasingly likely,” according to the report.
11/21/2019
Adding Revenue & Wealth Management Services to Your Firm
Are you considering branching out to provide investment advice to your clients? Lawrence Sprung of Mitlin Financial kicks off a new content series that will address many of your questions and concerns by explaining a few ways you can do this.
11/21/2019
There's a 'turf war' coming in financial advice
Financial advisers may find it harder to compete as large firms encroach more on mass-affluent customers, says Fidelity's Michael Durbin
11/21/2019
Asset Protection: The Reason Why Clients In Hong Kong And Across Asia Are Turning To Channel Islands Trusts
The second relevant point is direction. Jersey and Guernsey law allow settlors to reserve powers, or to play a role on the board of a Private Trust Company (PTC) or as a Protector of a trust, and have some role in directing the way that the trust operated