11/12/2019
UBS Eyes Up Executive Rejuvenation
What Ermotti hasn’t done is refresh his top management
Wealth and Asset Management
11/12/2019
Mediobanca bets on wealth management
Wealth management will deliver top-line growth of 8%
11/12/2019
Advisor Group, Ladenburg Thalmann Merge, Creating $3 Billion IBD
The Companies Will Form Leading Multi-Custodial and Multi-Clearing Network of Firms, Supporting Financial Advisors Through Multiple Distinct Brands and Cultures
11/11/2019
Private banks, stockbrokers warned to expand services or lose HNWs
There are now around 490,000 HNW investors in Australia
11/11/2019
Mistakes the rich never make
They start investing early in their careers because they understand the value of time in the market, the benefit of being invested during the best days of the market, and the magic of compound growth.
11/11/2019
Tatton Asset Management hits £7 billion
The firm raised its interim dividend by 14.3% to 3.2p on the back this showing.
11/11/2019
Phoenix Financial PR gains international capability
IFCG membership expands the range of services we are able to provide to our clients and will allow us to collaborate with new ones looking for support in the US and Australia.
11/11/2019
AFH Financial Annual Results Jump As Takeovers, Organic Growth Deliver
During the year, AFH completed eight acquisitions with a total consideration of up to GBP30 million.
11/10/2019
China's Ultrawealthy Catch the Family Office Bug
Blue Pool Capital, formed in 2015 after Alibaba went public in New York, holds a portion of the Ma family’s $40 billion fortune, as well as much of the $10 billion wealth of his right-hand man, Joe Tsai.
11/08/2019
Managing Wealth In An Uncertain World
Among the 3 in 5 who are not confident about creating wealth for the future, almost 3 in 4 said their lack of confidence stemmed from growing concerns as a result of global market volatility and weak economic growth.
11/08/2019
A Customized Approach Is Key In Wealth Management Today
Complications for such clients include the need to structure dividend payouts through non-voting preference shares in the family business, or having ground rules about how to fulfill the patriarch’s wishes through binding agreements.
11/08/2019
Riding The Wave Of Tech Disruption In Private Banking
Looking ahead, powerful models driven by artificial intelligence may be used to predict major events in a client’s life, such as retirement or planning for succession.
11/08/2019
These 4 European countries still have a wealth tax. Here's how it's working out for them.
The wealth tax has become the subject of fierce debate as progressive 2020 Democratic candidates champion it as a mechanism to redistribute wealth and curb the economic power of the wealthiest Americans.
11/08/2019
Wealth Management | Weathering a Recession
Investment advisers say planning, preparation and patience help get investors through the dips
11/08/2019
Merrill Lynch Sweetens Deal for Retiring Advisors
These big firms want to ensure advisors stay on board until the end of careers and hand off their clients – and the clients’ assets -- to younger colleagues.
11/08/2019
Why ultra-high-net-worth clients need a financial cushion
Rather than good or bad debt, Hershcovitch prefers to emphasize “appropriate” debt and whether the HNW family can afford to service it.
11/07/2019
UBS Wealth Co-Chief Khan Sees ‘Quick Win’ in Lending to the Rich
Khan sends first memo on strategy after joining Swiss bank
11/07/2019
Would a Wealth Tax Destroy Itself?
Another big aspect to this, which Irwin doesn’t really address, is how quickly the American economy would generate new zillionaires whose fortunes would be newly subject to the tax.
11/07/2019
Independent Wealth: The Rise Of Bespoke Asset Management Services
External managers have been common in Europe and the US for several decades
11/07/2019
Top 100 financial advisers revealed
It is now based on a larger amount of data than in previous years, so that the final result is based on a truer picture than on just gross sales.