07/10/2019
GAM Holding Sees First-Half Net Loss as Asset Slump Bites
GAM confirms that it is on track to sell the remaining ARBF assets on or before 15 July 2019 and will update the market upon completion.
Wealth and Asset Management
07/10/2019
New Site Aims to Build Community for Independent Advisors
Model FA's new site includes a blog and podcast series with financial planners and experts on how to build and thrive as independent advisor or firm in the industry.
07/10/2019
Warren Averett Asset Management Ranked by Financial Times and Accounting Today as Top Financial Advisor
This is the second consecutive year that Warren Averett Asset Management has been included in the list.
07/10/2019
Lim Soon Chong: Envisioning Loyalty and Longevity in Wealth Management
From his viewpoint as Managing Director and Regional Head, Investment Products & Advisory for the Consumer Banking Group & Wealth Management at DBS Bank, he believes the digitised wealth management template the bank is rolling out across Asia can
07/10/2019
Wealth report glosses over South Africa’s growing wealth gap
It says average person has net assets worth $11,500 – but reality begs to differ
07/10/2019
Ex-EFG CEO Dies Unexpectedly
He left the Swiss wealth giant for the CEO job at Sarasin in 2006, staying on for two years after the Basel-based private bank was sold to Brazilian-Swiss Safra in 2011.
07/10/2019
EdR takes stake in fund boutique
‘This partnership strengthens our offer in the short term and, over the medium term, it will enable all of our active managers to rely, in addition to their own analysis, on the tools and processes developed by Eraam.’
07/10/2019
IQ-EQ’s leisure business FNTC acquires VOTA to expand services in United States
FNTC and FNTC America Ltd are both wholly owned subsidiaries of IQ-EQ, a leading investor services group that supports fund managers, global companies, family offices and private clients operating worldwide.
07/10/2019
Credit Suisse Expands in Portugal
The Swiss bank is also poaching Tiago Saraiva from Bankinter for investment advice.
07/10/2019
JTC ranked as a leading global trust company
JTC’s third time in a row ranking as a Tier I firm is reflective of its clear success in the last 12 months since listing.
07/10/2019
Deutsche Bank looks to boost wealth management as part of reinvention
Deutsche Bank said last month it planned to hire 300 more relationship and investment mangers for its wealth management (WM) business by 2021.
07/10/2019
Introducing the UK’s leading wealth managers – Spear’s index revealed
One person who’s still making money is that perennial rainmaker Charlie Hoffman, for a long while now the talisman at HSBC Private Bank, who retains his place in our top ten.
07/10/2019
Smith & Williamson profits rise as it gears up for IPO
“Clients are seeking more services from us across the full breadth of our capabilities, which enables us to deepen our relationships and expand our offering to their specific needs.”
07/09/2019
High-Net-Worth Portfolios Exhibit Profound Contradiction: Five Steps Needed Now
Regarding this latter point, this includes all issues associated with intergenerational wealth transfers, endowments or charitable giving.
07/09/2019
Wealth Management M&A Deals on Track to Top 200 This Year
Breakaway activity reached a new high in the second quarter, Echelon Partners reports.
07/09/2019
Ecobank empowers customers to sustain wealth
Ecobank has reiterated its commitment to helping its customers to sustain their family wealth
07/09/2019
Home Truths: Is Now the Right Time to Invest in Property?
Real estate experts pondered the pros and cons of property investing at our most recent debate.
07/09/2019
Outstanding private bank award for Kleinwort Hambros
he award celebrates the best in private banks serving high-net-worth clients in Guernsey and Jersey.
07/08/2019
Deutsche Bank Slashes 18000 Jobs in $8.3 Billion Overhaul
This is a restart for Deutsche Bank – for the long-term benefit of our clients, employees, investors and society.”
07/08/2019
UBS WM joins the portfolio protection parade
The private bank is the latest wealth manager to essentially steer neutral, but recommend a tilt toward portfolio protection.