07/08/2019
VP Bank: Can Personal Advice in Private Banking Be Digitized?
Modern banking institutions are currently experiencing a similar situation when it comes to customer advice and asset management.
Wealth and Asset Management
07/08/2019
Boris Collardi «Disrupts the Market» in Asia
Although he has met with senior bankers from several different banks, including the large and medium-sized Swiss players in the region, Collardi’s focus remains on the vast existing network of bankers he built during his time as CEO of rival Julius
07/08/2019
Saranac Partners launches wealth management service for US persons
The private client advisory firm, focused on ultra-high net worth individuals and families, now offers a comprehensive wealth advisory, investment management, lending solution and tax reporting service to US persons and green card holders residing outside
07/08/2019
Former Coutts, Credit Suisse adviser launches digital wealth manager
The pair created Rosecut Technologies
07/08/2019
View from the Front by Canaccord Genuity Wealth Management
We experience a further deceleration in growth this will be the third month in a row of negative growth and the pressure will mount on the Bank of England to react.
07/07/2019
Estera Tier 1 Firm in eprivateclient Top Trust Companies
Estera’s multi-jurisdictional reach allows their client directors to offer solutions which are tailored to the clients’ global needs no matter where they are located.
07/07/2019
IQ-EQ Named as Top-Tier Trust Company
The annual ranking took on its current form in 2017, having previously been titled ‘Top 25 Trust Companies’.
07/07/2019
Mourant named in 'Future Leaders Top 100: Super Advisors'
These submissions were reviewed by the judges of the Citywealth Future Leaders Awards 2019 and the Citywealth editorial team to compile the final list.
07/05/2019
LPL Lures Billion-Dollar Practice from Raymond James
The team previously managed $1.1 billion in brokerage, advisory and retirement plan assets at Raymond James Financial Services, the firm’s independent broker-dealer, LPL says.
07/05/2019
Wealth Management Market Size to Achieve Considerable Growth in 2025
They are also leveraging on data analytics for prospecting clients by tracking the customer database and browsing data.
07/05/2019
HSBC Global Head of Premier & Jade Bonnie Qiu on what Singapore’s affluent really want
For one, she designs her own jewellery — the magnificent rubies adorning her ears are sourced and design by Qiu herself — and she is looking at starting her GIA certification courses soon.
07/05/2019
Changes to the Wealth 50 list of favourite funds
Both Lindsell Train UK Equity and Lindsell Train Global Equity have delivered significant returns for our clients since they were put on our favourite funds list.
07/05/2019
RBC Wealth Management: A Niche Strategy for Asia’s Global Families
For Reed, competing in the world of private banking and wealth management in Asia is all about understanding, consistency, focus and the development of a niche in which the team can win.
07/05/2019
Quilter mulls sale of heritage life assurance business
The company is undertaking a strategic review of Old Mutual Wealth Life Assurance
07/05/2019
Next Gen: Sam Buckingham, Canaccord Genuity WM
We sat down with Sam Buckingham, investment manager at Canaccord Genuity WM to discuss what attracted him to the world of wealth management and a quickfire round of 3 questions in 30 seconds.
07/05/2019
Lombard Odier Wins “Wealth Manager of the Year” Award
It is the first time we have won this prestigious title from Global Investor.
07/05/2019
PKB Privatbank: «We've Been Close to a Merger»
A sale of the bank is not an option on the agenda.
07/05/2019
Geneva PM: how instant news is shaking up the WM industry
The need for trust is natural and something we can all recognise.
07/05/2019
7IM sustainable balance hits £100m in assets
Camilla Ritchie, senior investment manager at 7IM, said: “Sustainable and ESG investing has come a long way in the past few years and we have witnessed a dramatic rise in demand for these strategies in the UK in recent months.
07/05/2019
Hargreaves removes Lindsell Train from buy list
It stated: "We have policies and procedures to help us manage the Wealth 50 list of favourite funds.