09/03/2018
AFH buys Devon-based Lyn Financial Services for up to £4.2m
Third deal in two weeks
Wealth and Asset Management
09/03/2018
More complex needs allow Guernsey’s fiduciary sector to shine
This development sets the scene for Guernsey’s inaugural Private Wealth Forum, which is being held in Spitalfields on Thursday 8 November.
09/03/2018
ZEDRA completes acquisition in Malta
This acquisition will supplement ZEDRA’s already extensive industry experience and provide a strategic base in an important new jurisdiction for the Group.
09/03/2018
Global private banking debate: Trust, scale and security key factors in a digital world
Brazil in particular in recent years has had to deal with, at times, 14% interest rates – and, while they are currently in the mid-single digits, it does affect how we interact with customers.
09/02/2018
Standard Chartered launches local billionaire desk
The number of high net worth Taiwanese last year stood at 380,000
08/31/2018
GAM tumbles 11% as Credit Suisse questions viability
A GAM spokesperson declined to comment.
08/31/2018
Klaus Wellershoff Hires Private Banker for Geneva Office
The advisory firm hired an experienced private banker to lead the office.
08/31/2018
SJP dominates advice sales as Brewin aims to close gap
Overall the study found 25 firms owned 48% of the market, 2% higher on the previous year.
08/31/2018
Edmond de Rothschild Profit Jumps
The rise follows the decision to offload prime office space, which flushed 60 million francs into Rothschild's coffers.
08/31/2018
Rathbones completes £104m Speirs & Jeffrey buy
Overall the deal increases Rathbones funds under management by 18% to £44.5 billion.
08/31/2018
Old Mutual delivers strong debut results after split
Old Mutual shareholders will receive a total R1.45 interim dividend, consisting of a "first dividend" of 45c plus a R1 special dividend. The life insurer is pitching itself as a new company following its separation from Quilter and the change o
08/31/2018
Nikko launches global disruption fund
"The fund will enable Australian investors to access early-stage and emerging companies through listed global equity markets," Wood said.
08/31/2018
Hargreaves Lansdown boss pockets £2.5m pay packet
Hill’s objectives as outlined in Hargreaves Lansdown’s 2018 annual report
08/30/2018
Partnership Advisory Model Drives Client Relationships and Outcomes
The company was established in 1991 by Sir Mark Weinberg, Mike Wilson CBE and Lord Rothschild under the name of the J. Rothschild Assurance Group and started trading in 1992.
08/30/2018
Hubbis Award for Excellence in Indian Wealth Management: Anshu Kapoor, Head of Edelweiss Private Wealth Management
Kapoor explains that today, acknowledgement by clients and industry talent is the powerful reinforcement that he and his team at Edelweiss are on the right track.
08/30/2018
Private Banks Are Starting to Breach the Wall Around China's Wealthy
Global wealth managers have been seeking to tap into the second-biggest pool of ultrarich people for years, but regulations and tough domestic competition stood in their way.
08/30/2018
Stronger Dollar Helps Morgan Stanley Surpass UBS As World's Second-Largest Wealth Manager
While UBS also has a sizable presence in the U.S., the two Swiss banks garner a significant share of the European wealth management industry.
08/30/2018
Geneva Based Asset Management Firm Wins Global Business Award
Business Worldwide features the successes of these organisations, highlighting their exemplary accomplishments and inspiring others to follow their example.
08/30/2018
Mason Group aims to expand Asia WM unit
At the time of the acquisition, Harris Fraser had 14,000 high net worth clients across Asia-Pacific.
08/30/2018
Half of HNW investors 'unaware' of venture capital trusts
The number one reason people did not currently invest in the products was a lack of knowledge, it emerged.