11/13/2018
Maybank Asset Management and Schroders enter strategic partnership targeting Malaysian wealth market
Collaboration draws on strengths of two powerhouses, to co-develop range of specialist investment solutions
Wealth and Asset Management
11/13/2018
Sanlam FOUR renamed Sanlam Investments to align with parent brand
Five years after being bought by Sanlam
11/13/2018
Barclays' senior duo to meet with activist Bramson
Sheborne Investors, Bramson’s vehicle, has a 5.4% stake in Barclays
11/12/2018
RBC honoured with four wealth management awards at industry galas
This is an important enabler in the company’s shift towards a planning-led, discovery-based approach to servicing clients.
11/12/2018
LGT designated best private bank for alternative investments
The Global Private Banking Awards were awarded by the Financial Times publications Professional Wealth Management and The Banker for the tenth time this year.
11/12/2018
Vontobel: A Spotlight on Family Influenced Businesses
One of the most debated topics among researchers into family businesses is how to define one in the first place.
11/12/2018
Rare, hundred year old pink-diamond all set to sizzle at Christie's for $50 million
The cuts on the Pink diamond are more classical almost like an emerald.
11/12/2018
Alprockz Partners with Geneva Swiss Bank to Create New Form of Money
The project has won support from one of the most forward-looking banks in Switzerland to create the most transparent and reliable stablecoin, backed by the Swiss franc.
11/11/2018
DBS Bank named Best Private Bank for Wealth and Society in Asia Pacific at the Global Wealth and Society Awards 2018
Bank Mandiri strengthened investment services for family offices to offer a rich private banking experience through a strategic partnership with Lombard Odier.
11/09/2018
Wells Fargo to combine private bank with ultra-rich client business
Leaders of the three units, who have not yet been named, will report to Jon Weiss, head of wealth and investment management.
11/09/2018
BMO Global Asset Management Receives Multiple Honours at 2018 Lipper Fund Awards
Mutual funds and ETFs both recognized
11/09/2018
Northern Trust Wins Two Best Private Bank Awards
The Financial Times Group Awards Northern Trust with Best Private Bank for Family Offices Globally and Best Private Bank for Customer Service in the U.S.
11/09/2018
Exciting times ahead for Maybank’s regional expansion plans
Maybank sees the development of its wealth business as a multi-year initiative, and the business will be given time to build up so that it be well positioned to ride the upturns, given that we are in the late-stage of the business cycle.
11/09/2018
Protecting the Privacy of the World’s Wealthiest Families
Citi Private Bank Issues New White Paper
11/09/2018
Julius Baer wins Private Bank of the Year
Julius Baer has been honoured at the Spear’s Wealth Management Awards winning Private Bank of the Year (International).
11/09/2018
Goldman Sachs Asset Management to buy Rocaton Investment Advisors
Employees of Rocaton will continue to operate from their existing Norwalk base following completion of the acquisition.
11/09/2018
Citywealth Future Leaders announced
The winners were decided by a mix of judges’ vote and an online public vote, which has taken place during the year.
11/08/2018
Guy Hands named Spear’s Philanthropist of the Year 2018
erra Firma’s Guy Hands shared the Philanthropist of the Year at the Spear’s WMAs with his wife, Julia, and addressed a packed Dorchester event, reports Arun Kakar
11/08/2018
A look at Hong Kong wealth manager turnover
The banks now are investing huge amounts of money in fintech, such as online platforms that enable clients instant access to their investment performance.
11/08/2018
Merian Chrysalis selects Maitland for fund services
The Company will invest in unlisted stocks and is co-managed by Richard Watts and Nick Williamson.