01/09/2019
Carson Wealth Picks Up Wells Fargo Team
Carson says “several” other wirehouse advisors and brokers have committed to coming on board in coming months.
Wealth and Asset Management
01/09/2019
Pictet Downplays Collardi Effect
The top banker's remarks don't change the fact that come the end of next year, the former Julius Baer boss will be able to fill newly-refurbished office space with some of his old colleagues.
01/09/2019
The seven countries in our Asia-Pacific backyard where kings and queens still rule
Excluding a clutch of states in the Asia-Pacific headed by Queen Elizabeth II, there are seven monarchies: Bhutan, Brunei, Cambodia, Japan, Malaysia, Thailand and Tonga.
01/09/2019
Finma adds three new firms to warning list
The list includes companies that might be carrying out unauthorised or unsupervised wealth management and banking services
01/08/2019
Washington Trust Announces New Private Client Group
Confessore Leads Team Which Includes Former RISCPA President Bob Mancini
01/08/2019
City 'Superwoman' Nicola Horlick defiant as losses mount at her 'greatest triumph' Money & Co
For the last few months, the company's been profitable.
01/08/2019
Sequrest picked by wealth management outfit Evolute for cyber security
Asset managers turn to Evolute to provide the most robust and efficient digital wealth management solutions
01/07/2019
Sanlam acquires wealth manager
“I look forward to working with our new colleagues and deepening our wealth management presence in the North West.”
01/07/2019
Macquarie Private Wealth hit by mass adviser exodus
The Australian Financial Review can reveal more than 20 advisers, many of whom were key revenue writers, jumped ship to rival firms across Sydney, Melbourne, Adelaide, Perth and Canberra on the Friday before Christmas.
01/07/2019
REYL & Cie awarded 2018 Outstanding Private Bank for UHNW Clients
REYL & Cie was selected by an independent judging panel and members of the PBI Editorial team.
01/07/2019
Elite British private schools eye-up expanding to Frankfurt and Amsterdam as jobs relocate from the City of London over Brexit
Many large banks, including Deutsche Bank, Goldman Sachs and Morgan Stanley are set to move hundreds of workers each after March this year.
01/06/2019
Bloomberg - UBS said in early talks about CEO succession
UBS is laying the groundwork to find a replacement for one of Europe’s longest-serving bank CEOs after high-profile departures in the past year or so
01/04/2019
Louis Chiavacci: Lessons From a Star Advisor
In the fourth installment of our new Q&A of top players in the advisory business Chiavacci shares what it takes to win and serve very wealthy clients.
01/04/2019
UBS chairman calls for European banks to rival US counterparts
Europe's lenders have been slower than their US peers to deal with the fallout from the 2008 financial crisis
01/04/2019
The 10 top trends for wealth management in 2019
Global consultancy firm Aite Group outlines the 10 trends it expects to see in wealth management this year.
01/03/2019
China’s rich brace for tax raid on $24 trillion wealth pile
Anxiety over how the new rules will be enforced has already triggered a flood of Chinese clients seeking to create overseas trusts.
01/03/2019
SMP Partners Cayman Staff Honoured In Annual Awards
The SMP Partners’ Length of Service Awards recognise employee dedication, expertise and commitment and were presented at the firm’s Christmas party
01/03/2019
Asset Management’s Squeezed Middle Faces a Bleak 2019
Nervous, cost-conscious investors aren’t making it easy for fund managers to grow profits
01/03/2019
Bigger does not mean better when managing wealth
With the growing burden of regulation, independent wealth managers face considerable entry barriers and competitive pressures, so success comes only to those who add value
01/03/2019
Wealth Management Firm Makes Acquisition of Tax and Advisory Practice
By partnering with Dakota Wealth Management, we now have the opportunity to expand the scope and value of the services we provide our clients.