01/24/2020
$45bn wealth firm drops model portfolio in fund streamlining effort
Avantax Wealth Management has begun rationalizing its model portfolio lineup following the merging of 1st Global's and HD Vest’s wealth management teams.
Wealth and Asset Management
01/24/2020
Morgan Stanley launches cash accounts for wealth management clients
The accounts are aimed as serving as an alternative to traditional banking products through features such as reduced transaction fees and enhanced personal financial protection.
01/24/2020
Raymond James’ Wealth Business Is on a Roll
“We’ve had an attractive platform, for a long time, and today, I think leading technology,” Mr. Reilly is quoted saying.
01/23/2020
AIA Malaysia gives comical take on wealth management using Chinese proverbs
The grandfather sends his grandchildren on a mission to identify Chinese proverbs that will help them preserve their family wealth.
01/23/2020
Fieldpoint Private shortlisted for four PAM Awards
The firm has earned shortlist recognition in each of the last five years, and was honored as Best Private Wealth Manager, Under $5 Billion – Client Service in 2019.
01/23/2020
'It's like managing a super yacht': Under the hood of Argentina's Andes Wealth Management
Today we advise high net worth families and try to apply the same analysis process to their investment portfolios to fulfill the needs of multiple generations.
01/23/2020
Northern Trust gets boost from investment arms of wealthy families
Dealing with large family offices, they are looking for safety and security, conservative, strong balance sheets.
01/23/2020
2020 outlook for asset & wealth management industry
The topics of consolidation, regulation and innovation are front and center
01/23/2020
Crestbridge and Willow Street announce fiduciary services US joint venture
A joint venture between international family office services provider Crestbridge and Wyoming-based Willow Street will establish an enhanced proposition for clients.
01/23/2020
What Happened When a Customer Rebuilt a Wealth Platform
Powerwrap CEO Will Davidson reveals the restrictive nature of traditional wealth platforms and why people, systems and processes are far more important than technology.
01/23/2020
Best-in-state Wealth Advisors
Wealth advisors on our 2020 list manage more than $4 trillion in client assets.
01/23/2020
Union Bancaire Privée’s assets under management rise
Assets under management reached CHF 140.3 billion
01/23/2020
Deutsche Bank Zeroes in on Management Board Bonuses After Cuts
Lender has already decided on 30% investment bank bonus cuts
01/23/2020
Geneva-based bank selects Avaloq
Over the prior eight years, Avaloq has helped Banque Cramer to simplify and upgrade its IT systems, allowing the bank to focus on customer service and growing the business both organically and through acquisitions.
01/23/2020
Tilney hits regulatory hurdle in £625m deal with S&W
Both parties continue to believe that a merger of Tilney and Smith & Williamson represents a significant opportunity to create the UK's leading wealth management and professional services business and remain fully committed to the merger.
01/22/2020
UBS Loses 300 FAs in Americas Wealth Unit YoY
Invested assets in the Americas rose to $1.4 trillion at the end of the fourth quarter, up from $1.3 trillion in the third quarter of 2019 and $1.2 trillion in the fourth quarter of 2018, according to the report.
01/22/2020
Close Brothers - Trading Update
All statements in this release relate to continuing operations over the five months to 31 December 2019
01/22/2020
HSBC Jade debuts The Enrich List for its high-net worth clients
The Enrich List is a portfolio of 50 unique global experiences with a focus on self-discovery and personal growth
01/22/2020
How Switzerland’s oldest private bank is evolving for its growing Middle East client base
Lombard Odier aims to keep up with the times by integrating technology, sustainable investing and Islamic finance
01/22/2020
Julius Baer launches digital assets services
The Bank is able to offer access to a select group of cryptocurrencies, chosen for their tradability, safety, and technical reliability.