11/18/2019
Here’s Why Millennials Are the Holistic Wealth Generation
Millennials are ambitious and want to earn a high salary and be wealthy, but they want to achieve this in a holistic way.
Wealth and Asset Management
11/18/2019
Lombard Odier named Private Bank of the Year
Lombard Odier beat off stiff competition to win the ‘Private Bank of the Year (International)’ title from three other shortlisted banks: Goldman Sachs, UBS and Nedbank Private Wealth.
11/18/2019
Tilney wins again at the FT awards
Tilney was also named Best Wealth Manager for Tax Services.
11/18/2019
The wealth management industry needs to innovate
Wealth managers have invested heavily in their ability to offer the latest and most newsworthy technologies.
11/18/2019
Geneva WM launches fund
Horizon Capital already offers two other funds: the Horizon Capital Fund – European Trade Finance and the Horizon Capital Fund – Asian Trade Finance.
11/18/2019
The Changing Face of Wealth Management Customers
High-net-worth individuals, families and their advisers must be prepared for the changes and responsibilities associated with this wealth transfer.
11/18/2019
Philip Taylor wins Trustee of the Year in Citywealth Future Leaders Awards
The awards recognise and champion young professionals in the wealth sector
11/18/2019
Marketing Private Aviation to the Highest Tiers of Wealth
The market segmentation process begins with a wealth screening and determining net worth, followed by the development of research-based marketing strategies
11/15/2019
Goldman Sachs Announces Managing Director Class of 2019
Welcoming a new generation of leaders to represent our franchise is always an important moment for our business
11/15/2019
JPMAM teams up with UBS Global Wealth Management to launch machine learning fund
Combines machine learning and active equity
11/15/2019
The birth of £11 billion giant
Premier Miton launches
11/15/2019
MENA award winners announced
The awards are designed to showcase best of breed providers in the global private banking, wealth management and trusted adviser communities
11/15/2019
SJP will have to cut charges, says £10m investor
She said: "Hands on the table, we’ve had debates on that. We do have slightly different views and we do debate it quite a lot.”
11/15/2019
Bluespring Wealth Partners acquires Vector Wealth Management
$1.1 billion RIA attracted to Bluespring’s entrepreneurial approach and comprehensive successor development program
11/15/2019
GAM closes multi-asset fund led by Hatheway
The fund had CHF 29.5 million in assets under management at the end of August.
11/15/2019
Credit Suisse hunts for portfolio manager
They will also have to ensure client portfolios are invested in line with their investment objectives and risk targets.
11/14/2019
Schroders Personal Wealth seeks to attract fresh clients to financial planning
Questions raised about how lucrative the approach will be as marketing campaign kicks off
11/14/2019
‘Nothing is stopping’ Google from entering wealth management
Google's newest project takes aim at traditional banking, but wealth management may not be far off.
11/14/2019
HSBC launches Balance After Bills to help customers budget
Customers can already temporarily block and unblock debit and credit cards, deposit cheques, and add their card to their Apple Wallet from within the app.
11/14/2019
Rothschild & Co: 2019 – 3rd quarter release
Nine months revenue was impacted positively by currency translation effects of €14 million