09/13/2019
Wealth Advisory Firms Are Merging, but What’s in It for Clients?
This is great for the advisers who have ownership stakes in the acquired firms.
Wealth and Asset Management
09/12/2019
EFG’s Ongoing Quest for Entrepreneurial Talent amid Asia Pacific Expansion
EFG is now one of the largest Swiss private banks with a fast-growing global presence.
09/12/2019
Investec goes for Gabelli Value’s throat with discontinuation vote
In an open letter to Gabelli’s chairman Jonathan Davie, Chris Hills, Investec’s chief investment officer, attacked the board for its inaction over the trust’s ‘material underperformance’ that has seen its net asset value (NAV
09/12/2019
Asset-based fees – what would advisers do without them?
The survey showed that an annual fee was the dominant choice with respect to high net worth clients, with around 60% of respondents choosing this method
09/12/2019
Pictet AM makes a move on China
The firm aims to participate in the Hong Kong-China Mutual Recognition of Funds scheme.
09/12/2019
KBI Global Investors' focus on Transparency is recognised at the TAAM Awards
Dublin-based KBIGI is one of just 15 managers in the world to make the final shortlist and one of just seven firms to be granted ‘Commended’ status.
09/12/2019
UK based wealth manager confirms up to £80 million permanent growth capital
Considered a number of fundraising options through institutional markets and investors
09/12/2019
3 mistakes advisers make about high-net-worth women
The industry has served executive women based on outdated assumptions about their goals, risk appetite and investment aptitude
09/12/2019
Private bank of the year: Credit Suisse
Asia Risk Awards 2019
09/12/2019
Caye International Bank Named Best Offshore Private Bank in Latin America
This award follows that issued in both 2018 and 2019 by Global Finance Magazine, which named Caye International bank the Best Private Bank in Belize.
09/11/2019
Goldman Manager Tells Rich Clients to Put American Stocks First
Mossavar-Rahmani says U.S. stock price, growth isn’t a concern
09/11/2019
UOB launches initiative to ease generational transfer of wealth
Initiative aims to build a community of inter-generational leaders and enable them to share their experiences and knowledge
09/11/2019
Blucora rebrands wealth management unit
Blucora rebranded its unified wealth management division as Avantax Wealth Management.
09/11/2019
Saffery Champness senior trust manager listed in Top 35 Under 35
She is also on the Citywealth Leaders List and features on the epc Top 35 Under 35 Channel Islands listing.
09/11/2019
Schroders launches new China multi-asset private fund
Multi-asset domestic private fund is the fifth private fund to be launched by the firm in China
09/10/2019
Mirabaud obtains A+ in Principles for Responsible Investment
Mirabaud Group has improved its PRI scoring ti A+, placing it well ahead of the industry average.
09/10/2019
Wealthcap launches first investment concept for PB clients
The fund complements Wealthcap's existing demand-driven investment platform and helps bridge the supply gap between retail and institutional investors.
09/10/2019
Evolution of wealth management with increasing use of fintech touchpoints
Fintech and human expertise knit together as a hybrid model for wealth management.
09/10/2019
Goldman Sachs' Asia Discretionary Assets Surge 25 Percent
This concept attempts to build robust portfolios by splitting assets into two major pools: one with the majority in stable, long-term holdings to anchor broader returns, the «core»; and another in smaller tactical and short-term investments
09/10/2019
Market Perspectives by Barclays Private Bank
The strategy usually performs best when volatility is high, aiding portfolio diversification as risk assets underperform.