06/06/2019
Morgan Stanley Lets UHNW Clients Use Donor-Advised Funds for Drug Research
Donor-advised funds attracted $29.23 billion
Wealth and Asset Management
06/05/2019
GIC holds 3% stake in Swiss private bank Julius Baer
Julius Baer has put together a shortlist of candidates to replace Mr Hodler as CEO and may make a decision by the third quarter, according to people familiar with the matter.
06/05/2019
Global Precious Metals’ Mathier Extols the Virtues of Physical Gold
Stanhope asked if there are any specific risks in buying paper gold. “If an investor wants to trade, to play precious metals prices, they can do so with paper gold such as ETFs, because it is cheaper and faster transporting to buy and sell the physi
06/05/2019
Union Bancaire Privée joins The Big Exchange as founding member
UBP has joined forces with a group of major fund houses to support The Big Exchange, co-founded by The Big Issue*.
06/05/2019
Wealth management giant ditches Woodford as manager of £3bn funds
The move by SJP comes just days after Mr Woodford was forced to suspend dealing in his Equity Income fund.
06/05/2019
Schroders and Lloyds advisory takes on 500 staff
Schroders Personal Wealth chief executive James Rainbow described the move as a "significant milestone" for the business and expressed his "delight" with the progress the firm was making.
06/05/2019
Edmond de Rothschild launches a new fund for energy and environment
The fund is aiming for a total commitment of €250 million raised by the end of 2019.
06/04/2019
Private banking enters a golden age
The total assets under management also surged 21 percent year-on-year to more than 11 trillion yuan.
06/04/2019
HORNE Wealth Advisors to Join Focus Partner Firm Buckingham Strategic Wealth
This transaction is expected to close in the third quarter of 2019, subject to customary closing conditions.
06/04/2019
The Search for Value in Asian Equity Markets and Methods to Mine those Returns
Another expert who handles the distribution of structured products and bonds as part of a global bank explained some key trends his bank is promoting.
06/04/2019
Unigestion plans wealth management push following asset gathering
Increasing UK footprint
06/04/2019
Goldman sees growth in mass-affluent advising, corporate cash deposits
The firm has said it expects about $100 million in expense savings from using a home-grown product to manage its own cash.
06/04/2019
Even high-net-worth clients are living paycheck to paycheck
Scroll through to see how clients how clients are saving and investing depending on their assets and at each stage of life.
06/04/2019
Unigestion plans wealth management push following asset gathering
Lloyd Reynolds, head of UK and Ireland at Unigestion, told Investment Week that side of the company is "quite a sizeable business in the UK".
06/04/2019
Three Zurich WMs join forces to launch new firm
The three founders are open to other wealth management firms joining Fred Financial Data, according to the statement.
06/04/2019
Wealth management firm buys two NW counterparts
Leicester-based Bankfield and Devon-based SWFP, both specialise in holistic financial planning and wealth management.
06/04/2019
Private bank welcomes 63% income growth during 2018
The capital bank also in April of this year saw shareholders invest a further £9.8m in the business.
06/03/2019
Wang Dian: «They Call Us China's Lombard Odier»
The timing couldn’t have been better, as the newly-minted Chinese High-Net-Worth Individuals (HNWI) began to appreciate the independence of investment advice amidst multiplying products and providers.
06/03/2019
Rich keeping large chunk of their wealth in UAE
More demand for lifestyle-related private banking services, private wealth solutions being witnessed
06/03/2019
Credit Suisse CEO dismisses European bank mergers as 'solution'
The failed merger talks between Germany’s two biggest lenders prompted speculation of deals with other European banks, including UBS.