02/26/2020
Wealth managers expect record year for fixed income ETFs
Tabula research
Wealth and Asset Management
02/25/2020
RBC Wealth Management acquires $1.8 billion Wisconsin team
The deal with Visionary Wealth Management will make the 16-person team RBC's largest in the state.
02/25/2020
Wealth anagement firm joins Focus partner firm
They will serve clients from both Quadrant's headquarters in Bethlehem, Pennsylvania and a newly established Quadrant location in Sarasota, Florida.
02/25/2020
Harwood Wealth Management Takeover Offer Gains Approval From UK FCA
The remaining condition for the takeover is a sanction from the High Court of Justice in England & Wales at a hearing which is expected to be held in March.
02/25/2020
BCGE's net profit soars 6.2% to CHF 97m in 2019
Operating expenses increased 3.1% to CHF 239.3m.
02/25/2020
Private Banking Insight: What are the industry's biggest challenges?
Regulation, recruitment and retention are the three Rs listed by our panel of industry experts
02/24/2020
Wealth managers move savers into pricier portfolios
DIY investors are the new target of services designed for the super-rich
02/24/2020
Wealth manager Elkstone set to launch €50m seed fund for Irish tech fledglings
The Elkstone management, including Merriman, is also making a significant personal investment in the fund.
02/24/2020
Singapore Budget 2020: Funds and wealth management implications
In keeping with the theme of the 2020 Budget to help ward off a predicted downturn in the local economy, a suite of corporate tax changes were announced.
02/24/2020
UBS unveils investment initiative for private clients
Plastic waste in the sea could outweigh fish by 2050 if current practices continue.
02/24/2020
Julius Baer likely to block bonuses for ex-CEOs, reports say
Collardi joined Pictet in 2017 as co-head of global wealth management after eight years leading Julius Baer.
02/24/2020
Everyone has a number
The point is this. Distrust is massively elevated. What else?
02/23/2020
RBC to Launch U.S. Consumer Bank Betting on Wealthy Clients
Profit at RBC's overall wealth management business, which accounts for 20% of earnings, grew 4% from a year ago.
02/21/2020
HSBC targets the globally mobile with US$1.4t wealth business
HSBC will also target wealthier customers who travel or invest often overseas in more than 10 markets such as China where its share is smaller.
02/21/2020
Coutts Returns to Honour the Highest Achievers at #SIAWARDS2020
The Coutts team also support successful industry professionals off the field of play, overall making the bank a natural fit for the Lifetime Achievement Award.
02/21/2020
Robertson Stephens bolster US presence with Vine Street acquisition
Vine Street Wealth Management joins Robertson Stephens San Francisco headquarters
02/21/2020
Private Banking Insights: why HNW clients fear Brexit
Citywire’s Alex Foster chats with some of the sector's leading names about the challenges their clients face.
02/21/2020
HSBC’s Newly Merged Wealth Unit «Hopefully Scary for Competitors»
In addition, HSBC will also target more than 10 markets for wealthier clients that frequently travel or invest overseas such as China where its market share is smaller.
02/21/2020
The benefits of capped model portfolio fees
The regulator concluded that price competition was weak in many areas of the retail market with firms enjoying high levels of profitability
02/21/2020
UBS wealth bosses battle it out for ultimate prize
. . . the spoils being a whisky tasting, not top job at the Swiss bank