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.
Wealth and Asset Management
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.
07/04/2019
FrenchFounders ties up with BNP Paribas to ease international mobility
“BNP Paribas Wealth Management, through its European anchoring and international coverage, is positioning itself as a preferred contact to guide members of FrenchFounders on these specific issues.”
07/04/2019
Acquitted Swiss Banker Bags New Wealth Role
Buck's reemergence in the banking industry lends hope to the roster of Swiss bankers ensnared in criminal scandals over tax evasion or money laundering in recent years.
07/04/2019
Charles Stanley opens first Northern Ireland office
Firm eyes opportunity in Belfast, as it is ‘one of the UK’s fastest-growing financial services hubs’
07/04/2019
Wealthy Clients Make Shift From U.S. Equities to Alts
Poor past experience and disappointing recent returns have challenged the recovery of hedge fund demand, especially in Asia where the asset class is more often associated with high octane returns rather than risk management.
07/04/2019
The British Banking Dynasty That’s Even Older Than the Rothschilds
C. Hoare & Co. has been in business for more than three hundred years, and the family that founded it is still running the show.
07/04/2019
Switzerland's Fittest Private Bank Resides in Basel
IFBC also included a ranking of the most efficient private banks
07/04/2019
Quilter could sell its Old Mutual Wealth Life Assurance unit
Quilter said in its results for the year to end-December its life assurance business saw net outflows of £2.3bn in 2018, up from £1.6bn in 2017.
07/04/2019
Societe Generale Plans Sale of U.K. Private Banking Arm
It is working with Rothschild & Co. on the deal, the people said.
07/03/2019
Three women make 'partner' in one fell swoop at Evercore Wealth Management, but don't call it affirmative action, says US Trust spin-off
The $7.6-billion AUA, New York City RIA invests in Kate Mulvany and Helena Jonassen -- both US Trust vets -- and Stephanie Hackett, formerly of Brandywine