08/21/2019
Sanlam Real Assets Fund Celebrates First Birthday
The Fund targets income and capital growth through investments in real asset securities which Pinggera describes as the “pillars of a functioning economy”.
Wealth and Asset Management
08/21/2019
Berlin’s Fintech Wealth Is Attracting at Least One Private Bank
Weberbank is betting on German capital as it tries to expand
08/21/2019
Strategic Wealth Partners Ranked Among Financial Times’ Top 300 Registered Investment Advisors
Firm Earns Ranking for Fifth Time
08/21/2019
RBC Q3 helped by personal & commercial banking, wealth management
Compared to last quarter, net income was up $33 million with higher earnings in Personal & Commercial Banking, Wealth Management and Insurance, largely offset by lower earnings in Capital Markets and Investor & Treasury Services.
08/20/2019
Tireless Mandiri Extends its Efforts to Boost the Onshore Wealth Management
Wirjakusuma met with Hubbis recently to give her insights to the world of Indonesia wealth management and her firm’s pivotal role.
08/20/2019
80 Percent of Thai Wealth Held Onshore
Lombard Odier’s ventures into building onshore revenue lines have been supported not only by its investment capabilities but also through effective delivery to meet non-investment needs.
08/20/2019
Private Client Resources and Private Wealth Systems Partner to Expand UHNW Offerings
Partnership will Provide UHNW Advisors and Families Actionable Insights by Combining Great Data with Great Tools.
08/20/2019
How the world's richest family invests its wealth
For now, the Walton family’s holdings outside of Walmart are a fraction of their overall wealth
08/20/2019
UK Wealth Management Market Estimated to Record Highest CAGR of +16% by Top Companies
The UK Wealth Management market was valued at US$ 1.73 Billion in 2019 and is projected to reach US$ 4.10 Billion by 2025, at a Compound Annual Growth Rate (CAGR) of +16% during the forecast period.
08/20/2019
Private banking in the Philippines: Asia’s next frontier?
In terms of HNWIs, the Philippines is the 12th wealthiest country in the whole of Asia.
08/20/2019
VP Bank reports sharp growth in earnings
VP Bank Group has confirmed its long-term growth trajectory.
08/20/2019
KBL aquires wealth management business
KBL epb's return to Switzerland as part of its ambitious growth strategy under the leadership of Jürg Zeltner, who was recently appointed Group CEO and member of the Board of Directors.
08/20/2019
Boutique wealth manager signs UN-supported Principles for Responsible Investment
We also welcome the recent implementation of minimum requirements for membership, to strengthen accountability and recognise best practice.
08/20/2019
Brewin Dolphin opens Kent office
William Hepburne-Scott, regional director, Brewin Dolphin, said: “The advice gap is real, and changes such as pension freedoms have meant seeking advice at key moments in your life has never been more important."
08/20/2019
Tilney spends £1.7m on assessing advice targets
The £1.7m figure was much higher than the £400,000 spent on the same activities in 2017.
08/20/2019
To give or invest?
The information is designed to help them understand the different opportunities and decide how to allocate their sustainable investment and philanthropy portfolios to achieve the best outcome for their requirements.
08/20/2019
Edmond de Rothschild Retreats
The delisting also shuts investors off from an unusual annual perks.
08/20/2019
Pictet assembles new LatAm team led by ex-Julius Baer banker
Pictet’s wealth management unit is headed by former Julius Baer chief executive Boris Collardi.
08/20/2019
Coutts’s Wong Is Overweight Sterling Assets
She speaks on “Bloomberg Markets: European Open.”
08/20/2019
HighTower Makes Strategic Investment in Wealth Manager
Lexington Wealth Management was drawn to the synergistic culture, comprehensive operational support, and capital that HighTower could provide.