01/16/2019
BMO creates BMO Private Wealth Canada and Asia
Private banking and full-service brokerage unite
Wealth and Asset Management
01/16/2019
Wealth planning needs of internationally mobile clients
Identify what impact regulation will have and the concerns and goals of the next generation of HNWIs.
01/16/2019
Wealth Management: Bringing wealth planning expertise to fund management
Areca began hiring more licensed financial planners in 2017.
01/16/2019
Johannesburg is leading wealth management in Africa
Wealth managers in Africa typically target individuals with more than $500 000 in investable assets.
01/16/2019
Citigroup’s private banking arm advises clients against pound trade
Looming Brexit vote likely to see sterling volatility rocket
01/16/2019
HSBC Private Banking announces partnership with AllBright
The partnership demonstrates HSBC Private Banking’s commitment to fostering more diversity within their organisation, as well as supporting entrepreneurs and family offices across the world, a statement from the bank has said
01/16/2019
In India, a wealth manager often ends up as a family counselor: Anshu Kapoor
How do I equalise the wealth between my son and daughter?
01/16/2019
Singapore shares are 'cheap' and 'attractive' — and major wealth managers say it's time to buy
The bank expects the country's gross domestic product to grow by 2 percent in 2019, down from last year's estimated 3.3 percent and at the lower end of official forecast of 1.5 percent to 3.5 percent.
01/16/2019
Caye International Bank Named as One of World's Best Private Banks
The award recognizes the bank's extraordinary customer-service model and the high quality of professional services it provides to its international client base.
01/16/2019
Banque Cramer acquires Ticino asset manager
The transaction will deploy its effects retroactively as of 31 December 2018.
01/16/2019
SJP academy celebrates selection of 100th wealth adviser
So far 35% of candidates have come from other careers with most having no financial services experience.
01/16/2019
Citi rolls out wealth management hub in Abu Dhabi
The Citigold clients are affluent individuals with investible assets of $200,000 (£155,000, €175,000) and above.
01/16/2019
Credit Suisse Off the Hook in U.K.
The move takes pressure off Credit Suisse, which has found itself mired in scrutiny over the deals.
01/16/2019
Brooks Macdonald launches Responsible Investment Service on platforms
Brooks Macdonald continues to expand its pipeline of growth opportunities through further product proposition development, broadening adviser relationships, and identifying opportunities in new or under-served client segments.
01/15/2019
8IP signs on Sanlam Private Wealth
Sanlam Private Wealth previously acquired 40% of 8IP
01/15/2019
Wealth in the UK Market Demand and Future Growth 2019
The report uses findings from Publisher's 2018 Wealth Managers Survey and 2018 IFA Survey.
01/15/2019
ZEDRA adds new Zug office to Swiss network
It is expected that the three offices will work closely together, with company registration, accounting and legal services all eventually available from the new location.
01/15/2019
JPMorgan Misses Q4 EPS by 23c
Dimon concluded: “In 2018 we accelerated investments in products, services and technology to help our employees, customers and communities.
01/14/2019
PE Panorama: Private equity lures family offices and the wealthy
A separate set of figures shows why all these entities are keen to convince family offices and HNWIs that private equity is a juicy opportunity.
01/14/2019
Counterpart deal for Wealth Management firm
The initial consideration for the acquisition is £900,000 in cash, funded from AFH's existing cash resources.