08/16/2019
Investec Private Bank’s Ryan Tholet: ‘Our bank is a bit of a misnomer in the City’
‘We are far more interested in giving our money out to clients to go and help them create wealth.’
Wealth and Asset Management
08/15/2019
Hawksford’s Alice Quek on the Unerring Dedication to Asia’s Private Clients
“Hawksford’s 60-year private client heritage makes us one of the most trusted names in fiduciary services for individuals and families from all over the world,” Quek begins.
08/15/2019
Danish bank's richest clients given a guarantee on negative rates
Danske's espousal of a socially responsible attitude to interest rates follows sustained criticism of the bank's role at the heart of a Russian money laundering scandal
08/15/2019
Why we should measure national wealth in assets
Wealth is just as fundamental to national prosperity in the long term.
08/15/2019
The Vital Importance of Trust in India’s Wealth Management Market
Three years later, having already doubled in size, he says the firm is poised and ready to realise strong growth now that all the building blocks have been put in place, and as India’s economy, financial markets, private wealth creation and politics
08/15/2019
Vistra shortlisted in four categories at Citywealth Powerwomen Awards 2020
The shortlist is based on submissions, judges’ recommendation and editorial research
08/15/2019
Octopus to acquire wealth technology business
The firm currently has around £10m of assets on its platform and around 300 customers.
08/15/2019
Bond yields signal recession risk, we say not so fast - UBS
The US economy remains well placed to withstand continued weakness in global manufacturing, so long as there isn’t a further escalation in the USChina trade dispute whereby tariffs rise to 25% on all Chinese imports.
08/15/2019
Wealthtech acquisition shows we’re serious about revolutionising financial services
For far too long, the banks, building societies, insurance companies and investment companies have held all the power in their relationships with customers.
08/15/2019
Wealth managers increase exposure to global bonds
Many believe there is still opportunity to be found in the UK and in the equities sector
08/15/2019
Wealth firms should be wary of digital financial advice platforms, says GlobalData
Financial advisory firms should be more concerned about the rise in popularity of digital financial advice platforms as they gain in popularity, says GlobalData, a leading data and analytics company. According to GlobalData’s 2018 UK Independent Fi
08/14/2019
Mercer Advisors acquires wealth manager
David Barton, added, "Alan is a man of high integrity and is the living embodiment of the highest ideals and standards our industry was built on. He doesn't make a single decision without first asking the question, 'Is this good for our cli
08/14/2019
Singapore banks can be the rock for wealth clients
The Singapore banks are increasingly dependent on wealth management as a driver of fees income.
08/14/2019
StanChart eyes $100 billion private bank assets in growth push, to hire bankers
The private banking business accounted for just 3.8% of StanChart’s total profit before tax in the first-half of this year.
08/14/2019
Accountancy firm's business advisory team hits £1 million in fees
A flurry of business has boosted Anderson Anderson and Brown's business advisory team's fee base
08/13/2019
Juerg Zeltner Racks Up Another Job
Fifty-two-year-old Zeltner is expected to be nominated as a non-independent director, and be approved at Deutsche's next shareholder meeting next May.
08/13/2019
Bank of Singapore’s Tan: «Banking Needs to be a Lifestyle»
Naturally, Bank of Singapore’s growth was backed by a major hiring drive that saw headcount grow 2.2 times in the same period from 186 to 401.
08/13/2019
UBS Private Wealth Advisor John Straus, Jr. CFP® Named to Forbes' List of Top Next Gen Wealth Advisors
Recognition of an exceptional career in Financial Services
08/13/2019
Guernsey Finance targets South Africa private wealth
Guernsey is keen to grow its presence in the region, and Mr Crawford believes the country offers opportunities for the island.
08/13/2019
Choosing a Wealth Manager: the Decision-Making Process in the UK
Inheritance and estate planning services that include current HNW clients’ children in the planning process are the most straightforward solution.