10/14/2019
Why family funds make for sound wealth management structures
There is a variety of structures families can choose to commit their assets to, each with its own attributes and uses.
Wealth and Asset Management
10/14/2019
HSBC relaunches wealth management product for families
“Majority of our customers are Filipinos... well-educated Filipinos,” Faulhaber said.
10/14/2019
Nicole A. Reinhard: «Our focus is on the whole of German-speaking Switzerland»"
On these premises, we then separated ourselves from a few customers who no longer met our regulatory and asset-based requirements.
10/14/2019
A Royal encounter: Sanlam's brush with the Sussexes, and why the Queen is the ultimate family business CEO
This is such an exciting time for our industry
10/14/2019
Wealth management group expands in Belfast with 3 new hires
Our new office opened in December last year to meet the needs of our growing client base in the region.
10/14/2019
Indonesia's rising HNW population is 'opportunity for wealth managers'
This represents an average annual growth rate (AAGR) of 7.3 per cent. The number is expected to grow further to 1.5 million in 2022.
10/14/2019
Inside JP Morgan, Moving On From WeWork is Proving to Be a Messy Proposition
But Erdoes has been a fixture when it comes to WeWork-related matters at the bank, according to sources with knowledge of the discussions—a testament to how deep ties have run between America’s largest financial institution and the coworking s
10/14/2019
BCA eyes retail investment customers with wealth management app
Wealth management services contributes 5 percent to the bank’s revenue.
10/14/2019
Introducing Frédéric Drouin, UHNW Business Club member
Focusing on insurance-related services, Director Frédéric's aim is to provide bespoke choices paired with the highest quality services in the Principality of Monaco.
10/11/2019
New York City Is the World’s Wealthiest, With US$3 Trillion in Total Wealth
A city’s total wealth refers to the private wealth
10/11/2019
Why Dubai matters to the rich
Emirate's wealth set to grow strongly over the next decade
10/11/2019
JP Morgan PB opens trust business in Singapore
The trust company will help wealth administration and succession planning for JP Morgan Private Bank’s clients in Asia.
10/11/2019
AMP restructures its Australian wealth management business
Bringing together our bank and wealth management teams in Australia will drive a more integrated organisation better able to pursue the significant opportunity we see in providing more holistic wealth services for our clients.
10/11/2019
‘And the Marketing Campaign of the Year award goes to Phoenix Financial PR’
We owe a huge debt of thanks to leading bond and debt advisory firm Fidelitas Capital for giving us the opportunity to work on something so different and so much fun.
10/11/2019
IQ-EQ’s annual Crossroads event to explore relationship between PERE and family offices
Bringing together PERE houses and family offices
10/11/2019
Could CEO exit trigger Close Brothers break-up?
Close was keen to downplay Preben Prebensen’s departure but analysts think the exit may prompt calls to be break up the compnay.
10/11/2019
MAN Group says outlook "mixed" as funds fall in third quarter
Trading statement for the quarter ended 30 September 2019
10/10/2019
Wealth manager buys London adviser
The Private Office was founded in 2008 and now has more than 2500 clients, 31 advisers and four trainee advisers.
10/10/2019
‘Consider getting arrested,’ rich clients of private bank told
It was not your usual bank conference.
10/10/2019
Profile: Kleinwort's bank boss on why 25% of clients have new managers
Kleinwort Hambro managing director and head of private banking Paul Kearney talks frankly about his Bresxit fears and why he shook-up the company client facing staff