02/28/2019
JPMorgan Considering China Onshore Private Bank Business
China is home to second-biggest pool of wealthy people
Wealth and Asset Management
02/28/2019
Women in WM: Geneva CEO plays the long game
Nicole Curti of Stanhope Capital shares insights on daily challenges, keeping a work-life balance and how her firm keeps her on her toes.
02/28/2019
Hampden & Co gets connected with new digital service
In December, Hampden & Co, which also has a London office, became one of a group of UK banks to be selected for the £275 million Royal Bank of Scotland incentivised switching fund
02/27/2019
Peter Flavel, the Aussie at the helm Coutts bank
Chief executive Peter Flavel has driven Coutts into the modern world — in search of entrepreneurs
02/27/2019
Private banks continue to expand amid challenging markets
The Business Times asked private bankers how they navigated the choppy waters and their outlook for 2019.
02/27/2019
Don’t be tempted by Cineplex’s dividend, Scotia Wealth manager says
Cineplex reported record annual results for 2018
02/27/2019
How Outsourcing Benefits Wealth Management Firms: Fidelity
In a survey, advisors who outsourced were more likely to report growth in clients and AUM.
02/27/2019
Lessons That Wealthy Asian Families Can Learn From the Past
While making their fortunes was about setting and achieving career or entrepreneurial goals in areas they know well, managing their wealth may not be a familiar territory or a particularly intriguing prospect.
02/27/2019
William Blair Continues Its Expansion, Adding a Baltimore Office
We are committed to attracting and retaining the highest quality talent and finding professionals who have built their careers serving clients, and caring for their communities.
02/27/2019
Dennis Draeger Honored As Top Best-In-State Wealth Advisor by Forbes Magazine
Dennis Draeger Honored As Top Best-In-State Wealth Advisor by Forbes Magazine
02/27/2019
VAM Funds signs new discretionary funds management agreement with Sanlam UK
This will be effective from 1 April 2019, subject to regulatory approval.
02/27/2019
Warren Buffett on wealth inequality: 'A rich family' takes care of its own and the US should too
That gap in wealth in equality, "has widened and will continue to widen unless something is done about it," Buffett told Quick.
02/27/2019
Jeffrey Fratarcangeli Named to the Ranking of 2019 Best-in-State Wealth Advisors by Forbes
Fratarcangeli has been recognized regularly by national publications.
02/27/2019
St James's Place funds under management hit £102bn
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
02/27/2019
New visionaries and the Chinese Century
This report tells the story of a group of 2,158 individuals and counting.
02/27/2019
Fairstone adds £200m FUM through latest acquisition
Via DBO programme
02/26/2019
HSBC Revamps Branch Footprint Across Singapore
This will require three things: providing the best customer experience, delivering the right products and propositions, and delivering a blend of physical and digital channels that make sense for them.
02/26/2019
UBS Forecast Has S&P 500 Climbing to a Record by June
The index recently traded close to 2,805, about 4 percent below the record 2,930 reached in September.
02/26/2019
Banks aim to increase the proportion of Asian client assets
“Wealthy individuals here in Asia, over time, realize that they can’t beat the market in such a fantastic way as their egos might tell them,” said Steven Fong
02/26/2019
Zurich overtaken UBS as the most valuable Swiss financial company – view
In the current year, the shareholders will be proposed to 19 Swiss francs per share.