08/23/2018
What Advisors Need to Know About Business Owners and Millennials
In an interview with ThinkAdvisor, David Murphy of Boston Private debunks a misconception about millennials.
Wealth and Asset Management
08/23/2018
Six UBS Advisors Named to Forbes List of Top Next-Generation Wealth Advisors
Recognition of exceptional careers in Financial Services
08/23/2018
Credit Suisse Private Banking: The roadmap to recurring revenues
SJ Hwang is Head of Credit Suisse Private Banking’s Products and Solutions Group for Asia Pacific.
08/23/2018
Gresham House celebrates positive results
Total realisations of £24.2m in the 3-year period, cumulatively generating £9.0m realised profits at 28.5% IRR and 1.60x money, significantly exceeding target returns
08/22/2018
9 golden rules for wealth management to generate best returns
Wealth management is a long term process that grows with time
08/22/2018
VP Bank H1 net income drops 7%
The bank’s cost/income ratio in the first half of 2018 stood at 70.3%, versus 64.6% last year.
08/22/2018
UBS to launch sustainable multi-manager funds
The Luxembourg-domiciled Ucits funds will use the wealth management arm’s chief investment office strategies and will invest in fund managers that are implemented in the mandates.
08/22/2018
Wealth management must join the Digital Revolution
By 2030 the generational transfer of wealth is estimated to be worth 4 trillion USD.
08/22/2018
Lombard Odier in Asia - walking the talk
Nakamura envisages a gradual convergence of private banking skills to harness traditional high net worth individual (HNWI) client relationships together with high-quality asset management skills and disciplines.
08/22/2018
New product for high-net-worth clients
Sun Life Financial focuses on high-net-worth life and wealth solutions for families in Asia, Latin America, the Middle East and Africa.
08/22/2018
Wells Fargo pushed wealth advisors to use high-fee products, cross-sell
In mid-July, Yahoo Finance reported on increasing sales pressure in the wealth management sector of Wells’s Private Bank.
08/22/2018
Improving financial and physical health
Engaging and encouraging consumers to improve their financial and physical health.
08/22/2018
SS&C GlobeOp Forward Redemption Indicator at 2.73 per cent for August
The August 2018 reading of 2.73 per cent continues the generally favourable trend in asset retention that we’ve seen over the past year and a half, indicating investor confidence in hedge funds remains high.
08/22/2018
HSBC Private Bank targets UK in 240-strong global hire spree
The drive is part of a wider expansion of the unit’s global headcount
08/21/2018
Wealth managers take wait-and-see approach to tariffs
A recession seems at least a year away, but a full-blown trade war could bring one sooner
08/21/2018
Unprecedented market changes can be a ‘fantastic opportunity’
Despite increased competition,the affluent and private banking market in Asia keeps growing.
08/21/2018
Corporate bond, credit risk MFs are debt investors' best bet: Sunil Sharma, Sanctum Wealth Management
How do you interpret the BSE Sensex reaching an all-time high, amid narrow market breadth?
08/21/2018
Ten asset managers doing time in the dog house
The fund groups with the most assets under management in ‘Spot the Dog’ funds
08/21/2018
Baillie Gifford mulls multi-asset trust launch as it takes crown from JPMAM
Now the largest provider of investment trusts
08/21/2018
Old Mutual Wealth calls for IHT nil-rate band rethink in Treasury open letter
She says a more simple solution would be to raise the standard nil-rate band and remove the residence nil-rate band.