02/07/2019
Atlanta bank makes wealth management push into Dallas
he moves comes as the Dallas-Fort Worth moved into the 10 cities in the world
Wealth and Asset Management
02/07/2019
Julius Baer ranked top private bank in Guernsey by its peers
The awards recognise the excellence of advisers and managers in the private wealth sector in the major international finance centres.
02/07/2019
Private banking: Wealthtech 2.0 – when human meets robot
Today both robo-advisers and large wealth managers see the importance of having humans and technology work together.
02/07/2019
Equilibrium Asset Management aims for record headcount
Headquartered in Wilmslow, with an additional office in Chester, Equilibrium specialises in all areas of wealth management, investment, pensions, tax planning and estate planning
02/06/2019
Swiss bank Lombard Odier to open in Abu Dhabi
Swiss private bank says UAE is the first country outside its home market to have more than one branch
02/06/2019
Private banking across the decades
The last two decades have seen the evolution of wealth management into a truly global business, new professionalisation and increasing competition.
02/06/2019
CrossleyShear Wealth Management Launches CSsports
New division dedicated to serving the unique financial needs of sports professionals
02/06/2019
10 Big Financial Mistakes Wealthy Families Make
There’s no uniform method for handling great wealth, but talk to enough HNW advisors and patterns start to emerge.
02/06/2019
Asset and wealth manager profit forecasts fall by up to 39%
Peel Hunt research
02/06/2019
Private bank Pictet gets 1 bln Sfr in net new money in 2018
The Geneva-based bank said Nicolas Pictet would resign as of September 1.
02/06/2019
Private banking: Who stays in Asia, wins in Asia
Such predictions were the reason private banks piled into Hong Kong and Singapore through the 2000s, opening offices where they didn’t have them, shipping bankers out of Europe and the US, and hiring in droves.
02/06/2019
Wealth management: The Next Generation
In New York, former Morgan Stanley wealth management head Greg Fleming, now chief executive and co-owner of Rockefeller Capital Management, has a new brokerage licence and is also building strategic advisory.
02/06/2019
Women in private banking: Why we need a new normal
Women think differently to men when it comes to running businesses and finances
02/06/2019
Private banking architects: James Gorman – the rainmaker of wealth management
He saw it could be a high-margin business and one that offered stability to revenue streams, and he knew how to get there.
02/06/2019
WH Ireland warns higher costs may dent profits
WH Ireland said: "Market conditions continue to be challenging, affecting both divisions of the company.
02/05/2019
Julius Baer Revamps Tech Arm
The Zurich-based wealth manager has invested more than $1 billion in improving its technology since 2014.
02/05/2019
Half year growth for wealth management giant
While there remains uncertainty around Brexit it will continue to impact markets and consumer confidence.
02/05/2019
The five best reasons to launch an offshore business
Here are the five best reasons to launch an offshore business.
02/04/2019
Busting the millennial myth
Perspective: New research challenges the widely held view that millennials are genuinely different from previous generations
02/04/2019
Global asset manager troubles set to continue
Judging by their investment habits and attitudes to money, they're also more skeptical of financiers and traditional investments.