10/01/2018
KW Wealth makes first acquisition since rebrand
Following the acquisition, Kingswood Holdings would have over £2.0bn of assets under advice, 20 financial advisors and more than 4,000 active clients.
Wealth and Asset Management
10/01/2018
History-Making Deal for Acquisitive Listed Firm
For the 12-month period ended 31 March 2018, the combined businesses reported combined revenues of £3.8m and pre-tax profits of £180,000.
10/01/2018
Swiss Private Banks Urged to Partner in a `Complex' World
Swiss banking association chief spoke in a Singapore interview
10/01/2018
Hawksford opens in London following acquisition of corporate services provider
The deal comes just four months after Hawksford acquired Asian-based corporate services provider People & Projects.
10/01/2018
Brexit: What’s the Coutts investment view?
Even without Brexit on the horizon, we constantly monitor markets and our portfolios, and always stand ready to make changes if we see significant shifts.
10/01/2018
Rebranded wealth manager swallows IFA firm
Combined group will have more than £2bn in AUA
10/01/2018
Delaware Expands Investment Options for Trust Fiduciaries
The beneficiaries’ personal values may now be considered, which opens up investment opportunities.
09/30/2018
The return of the Pied Piper...
For more than 30 years, Mark Mobius has obsessed about emerging markets
09/28/2018
Bank of East Asia: expanding its wealth management offerings at home and in China
Both have a deep corporate and personal perspective on the growth of wealth in Asia and the expansion of BEA’s range of skills and services to cater for this growth, especially in the massive mainland Chinese market on Hong Kong’s doorstep.
09/28/2018
National Australia Bank's job axe swings at private bank
The job shedding is part of NAB chief executive Andrew Thorburn's plan to simplify the bank, which involves automating processes and increasingly moving to digital channels.
09/28/2018
UBS Private Wealth Advisor John Straus Named to Forbes List of Top Next-Generation Financial Advisors in 2018
The list includes 1,000 talented advisors born in 1980 or later who represent the future of the wealth management industry. John ranked number 79.
09/28/2018
The woman behind Nedbank's private banking
Zoganas holds 29 years' experience in the banking sector, and her vast expertise makes her a knowledgeable mentor to future leaders in the industry.
09/28/2018
JPMorgan Chase to Add 35 Branches in Florida in Next Three Years
Bank has doubled its branch footprint since entering Florida 10 years ago; will create 200 more jobs
09/28/2018
AFH continues acquisition spree with Beaufort Securities client book purchase
FSCS also said that the first tranche of cash and assets were returned to affected clients, through association with Beaufort Securities’ special administrator PwC.
09/28/2018
Meet the Manager: Rathbone Unit Trust Management head of fixed income Bryn Jones
Before entering the world of fixed income, Jones played football to “a high standard”, something that has stuck with him in his current role.
09/28/2018
UBS Private Wealth Advisor Named to Forbes List of Top Next-Generation Financial Advisors in 2018
Recognition of an exceptional career in Financial Services
09/27/2018
Standard Chartered Wealth Management ‘Focusing On Technology And People’
An example of the kind of building that has been going on at Standard Chartered is the rollout of Personalised Investment Ideas (PII) intelligent wealth management tool for investors.
09/27/2018
As trade war rumbles, China steps up opening of financial markets
China has accelerated the opening up of its capital markets this year to mitigate the negative impact (of the trade war)
09/27/2018
ABA Wealth Advisors Pioneering Wealth Management
ABA Wealth Advisors formed because of a collaborative vision between Prithviraj "Raj" Dhandapani and William D. "Bill" King as a way to further serve more than 2,700 clients across the country.
09/27/2018
Julius Baer: Change in the Board of Directors
Andreas Amschwand will not be standing for re-election to the Board of Directors of Julius Baer Group Ltd. and of Bank Julius Baer & Co. Ltd at the Annual General Meetings 2019.