05/10/2019
This acquisition, which is consistent with our strategy of growth in assets under management, provides us with an exciting opportunity to strengthen substantially our existing presence in the Republic of Ireland
05/10/2019
The last of the three local banks to report Q1 results, OCBC said total income for the first quarter rose 15 per cent to S$2.68 million, from S$2.33 billion a year ago.
05/10/2019
The fund manager told Wealth Manager earlier in the week that he was 'disappointed' at the price Quilter was paying and encouraged rival firms to launch counter bids.
05/10/2019
Ultimately, a wealth manager’s competitive advantage will come down to cost, differentiated service and delivery of a dynamic customer experience.
05/10/2019
State Street and BNY Mellon are getting squeezed as investor clients seek lower fees
05/09/2019
The account was opened for trading investments supported by lending provided by Coutts with shares in Blumont Group Ltd and Asiasons Capital Ltd provided as margin security.
05/09/2019
The fall in equity prices brought back memories of last fall, when investors sold off their assets.
05/09/2019
The participants are required to be Chinese wealth management agencies, private banks or foreign-funded institutions operating in China.
05/09/2019
Ward did not disclose the amount of assets managed by the three advisers while at AWM, and those assets don’t necessarily follow them to Raymond James.
05/09/2019
Nearly half of clients (46 per cent) were found to be unhappy with the fees that they pay and do not trust they are being charged fairly, with dissatisfaction particularly high among ultra-high net worth clients (66 per cent).
05/09/2019
High-net-worth portfolios have 32% liquid, bank’s survey shows
05/08/2019
In Indosuez Wealth Management’s view, de Boer notes that the first quarter of 2019 has been a reaction to what was an over-reaction to the downside of the final quarter of 2018.
05/08/2019
The bank this year imprinted itself more firmly on its wealth management businesses by re-christening its U.S. Trust private banking unit and relegating the Merrill name to sub-brand status.
05/08/2019
HNW investors have had little incentive to allocate funds to cash and near-cash investments in recent years, with rates at record lows across most of the developed world.
05/08/2019
Private banking clients in Hong Kong have been accustomed to free advice, despite significant and growing investments made into market research, product selection and a myriad of platforms.
05/08/2019
He noted that this year, the group’s main topics of discussion include regulation and technology.
05/08/2019
You may have heard reports in the industry about a new private wealth management proposition called focus:wealth.
05/08/2019
The opportunity to bank offshore or internationally is more accessible than ever.
05/08/2019
Efforts to protect wealth should Labour take power are being stepped up
05/07/2019
They will have access to the additional resources and infrastructure of BFSG to further enhance their clients’ experience and ensure continuity of service by joining a like-minded organization.