08/29/2019
Wealth manager hails 'strong' ethical portfolio performance
The funds selected in Kingswood’s portfolios comprise a range of ethical strategies.
Wealth and Asset Management
08/29/2019
Chinese wealth manager takes down 2019 guidance
The Camsing scandal and the ongoing Hong Kong protests cast a shadow over the wealth management firm’s 2019 forecast.
08/29/2019
BofA Chases $10 Trillion Private Capital Pool Driving M&A
Private capital is increasingly replacing public pools of capital,” Rizzo, who’s also head of EU corporate and investment banking, said in an interview this month.
08/29/2019
HSBC opens a Jade centre in Shanghai to cater China's wealthy
Today, as we launch HSBC's first Jade Centre in mainland China, we also unveil the new Jade Passport, which gives our Jade customers in mainland China, Hong Kong and Singapore access to a suite of exclusive privileges across Asia's key wealth hu
08/28/2019
The Digital Watch, or the Hand-Made Swiss Timepiece?
As the global private banking industry struggles with its own ‘Casio’ moment, there is a valid and ongoing debate as to how far technology and digitalisation with divert the private banking model from its bespoke, hand-made culture that is so
08/28/2019
How should Asia’s HNWIs be Investing in a Time of Greater Market Uncertainty?
The markets will stay volatile as Western economy governments and policymakers seem to lack the money and policy levers to stimulate growth.
08/28/2019
How the ultra-high-net-worth investor prepares for a recession
Mr. Janson also keeps an eye on real estate investments as an opportunity.
08/28/2019
Swiss private bank profit dips even as AuM rises
Net inflows were said to be “robust” in the first half.
08/28/2019
Income and profits fall at Mirabaud
The Group had total assets of CHF 4,148 million (CHF 4,092 million as at 31 December 2018).
08/28/2019
UBS Advisor Franco Estrada-Velasco Named to Forbes’ Lists of Best-in-State and Top Next-Gen Wealth Advisors
On the Best-in-State list, he was named the top advisor in the U.S. territories.
08/28/2019
Malaysia’s Wealth Management Market
The Malaysian wealth management market is enjoying a period of rapid growth as the country’s economic expansion continues.
08/27/2019
Sandaire launches enhanced private equity offering
Sandaire Private Equity will provide clients with the opportunity to invest in unquoted businesses across the spectrum of growth to buyout, through funds, co-investments, direct and underwriting investments.
08/27/2019
Credit Suisse announces new business area amid raft of changes
The new division will employ 500 and be headed by Mario Crameri, who previously worked as head of IT and operations at SUB.
08/27/2019
Credit Suisse to shift focus from branches to digital banking
The Zurich-based bank is creating a new business area, called Direct Banking, for retail and commercial clients, starting on Sept. 1
08/27/2019
Van Lanschot Kempen: net profit of over €83 million and capital return proposal
We note more client uncertainty and a greater need for advice in these conditions.
08/27/2019
Sanlam UK acquires majority stake in IFA
Commenting on the acquisition, John White, CEO of Sanlam UK’s Wealth division said: “This deal marks a confident expansion of our reach and further underlines our commitment to grow and strengthen our proposition in the North of England.
08/27/2019
SJP Singapore Secures Capital Markets Services Licence
The licence will enable us to expand our investor base and we are excited to be growing our business in Singapore, where we have evolved from serving a primarily expatriate clientele to a trusted wealth manager for all Singapore residents.
08/27/2019
LLB on Pace to Hit Record
LLB also posted an increased in net income, which rose to 61.1 million franc in the first six months from 45.8 million in the same period a year ago.
08/27/2019
UBS Runs Into Trouble With U.S. Clients
The clients are seeking recompense from UBS, arguing they weren't adequately informed of the risks attached to the products.
08/26/2019
Connected wealth management
Our choices may be wider than ever before, but we are still ‘directed’ towards similar outcomes by our previous purchasing behaviour.