12/12/2019
Wealth manager launches new platform
This brings a new digital capability allowing investors nationally to manage their investments online including making trades or topping up their investments.
Wealth and Asset Management
12/12/2019
J.P. Morgan Reorganizes U.S. Wealth Unit
The goal of the reorganization is to increase the banking goliath’s paltry share of the global wealth market through more focused management oversight.
12/12/2019
Credit Suisse cuts targets after investment banking loss
Swiss lender readies cost reductions as environment deteriorates
12/12/2019
Brewin builds family law team with qualification launch
Brewin Dolphin has launched a family law qualification for its advisers. The wealth firm has already put 70 staff through the course.
12/12/2019
Key trends expected in the wealth management and private banking space in 2020 - RBC
Another trend concerns the fact that life expectancy continues to increase, and families will find three and, in some instances, even four generations of family members alive at the same time
12/11/2019
The Banking Barometer 2019: UBS
With one fell sweep, the bank had reiterated its position as the industry leader, while managing to appear both humble and light-footed.
12/11/2019
ANZ Private hands out $3.5b mandate
Utilising their global reach and capability DWS will provide ANZ Private and our clients with access to key investment insights and expert personnel."
12/11/2019
HSBC to pay $192m penalty in US tax evasion case
Private banking arm of UK lender admits to hiding more than $1bn from authorities
12/11/2019
Oak CEO included in 2020 eprivateclient 50 Most Influential list
Chief executive officer of Oak, Stuart Platt-Ransom has been named in the 2020 eprivateclient 50 Most Influential list.
12/11/2019
Marcuard Heritage buys stake in Geneva WM
‘Atlantis Marcuard gives us the ability to attract successful private bankers in the French-speaking region of our country who demand holistic advice for their wealthy clients’
12/11/2019
Private banking celebrated at fourth annual industry awards in Zurich
For the fourth consecutive year, the Swiss private banking sector has turned out for Private Banking & Wealth Management: Switzerland 2019, the leading industry conference and award ceremony that will bring together more than 250 banking executives, t
12/11/2019
SJP acquires advice partner
There will be no changes to business operations at PSL as a result of the acquisition and this closer alignment of the businesses gives even greater clarity for clients on their overall financial affairs.
12/11/2019
Mercer acquires $230 million wealth management firm
Acquisition of Republic Wealth Advisors (Registered Investment Adviser), expands Mercer Advisors' Presence in Texas
12/10/2019
UBS Pins Wealth Management Hope in Singapore as it Expands its Philanthropic Channel
With a massive generational shift in wealth unfolding across Asia
12/10/2019
The new radicals: a better approach to wealth technology
Additionally, for most wealth managers, the lion’s share of their available IT investment is taken up by compliance and risk.
12/10/2019
Top billionaires in the world see their wealth drop
Riding on the wave of the super-rich, 589 individuals became billionaires for the first time in this period, increasing the billionaire population by 3%.
12/10/2019
World's Best Private Banks 2020: The Tough Get Going
While rising ranks of wealthy individuals support growth in private banking, these are challenging times for the industry.
12/10/2019
Globally, Wealth Managers want complete digitisation, but buying more technology tools isn’t the solution
Rapidly increasing levels of digitisation are spanning vast swathes of the market – including wealth management.
12/10/2019
Two IQ-EQ senior leaders named among eprivateclient ‘50 Most Influential’ for fourth year each
This is the fourth time both Mark and Kevin have made the list.
12/10/2019
Combining business with humanity: Rothschild
Combining business with humanity, without neglecting either, is a core value of the Rothschild family and is illustrated in the numerous social housing projects which the family sponsored in London and Paris during the 20th century.