12/10/2018
Ravenscroft expands into Monaco
This is incredibly exciting news for Ravenscroft
Wealth and Asset Management
12/09/2018
Julius Baer in talks with Santander over Venezuela business: sources
Last month, another source told Reuters on condition of anonymity that Santander was talking to Julius Baer about taking over some of the Swiss bank’s clients in Venezuela.
12/07/2018
Sanctuary Wealth Partners Expands Its Elite Roster of Independent Advisors
Sanctuary is delighted to expand our exclusive Advisor network in Ohio with the addition of 3 Seeds Wealth.
12/07/2018
RBC Wealth Management - U.S. launches Client Risk Prevention Division
The firm is also the first in the industry to sponsor SIFMA's Senior Investor Protection Toolkit, aligning with its efforts to advocate for vulnerable and aging clients
12/07/2018
Equiom scoops two nominations in top industry awards
The winners are selected through a mix of public voting and judging by a panel of industry experts.
12/07/2018
ANZ Bank is reassessing the sale of its wealth business to IOOF
APRA’s move to impose additional licence conditions on IOOF may have implications for the ANZ Bank’s sale of its wealth business.
12/07/2018
Big Investor Ramps Up on UBS
UBS has a new big investor. The shareholder is well-known and recently dropped its investment in Credit Suisse.
12/07/2018
Charles Stanley takes on clients of collapsed wealth manager
Clients were given three months to consider the offer or transfer their assets elsewhere.
12/06/2018
Denali hand-picks best asset management solutions for UHNWIs’ distinct investment needs
Denali envisions sustaining a compound annual growth rate of at least 30 per cent in the next five years
12/06/2018
Barclays to Keep Swiss Private Banking Growth Momentum in 2019
Barclays, which has around 300 employees across private and investment banking in Switzerland, plans to add six to 10 relationship managers, the money-earners who attract and serve customers in wealth management, in the year ahead.
12/06/2018
The anatomy of a top-performing wealth management firm
How the fastest growing and most successful firms are leveraging technology to drive bottom line results
12/06/2018
Truman Wealth Advisors joins Equita platform
Because Equita was created by women business owners whose individual financial planning firms are also on the platform, I was confident that outstanding resources were chosen.
12/06/2018
Former Soros manager to run Schroders liquid hedge fund
Robert Donald spent four years at George Soros’s hedge fund-turned-family-office
12/06/2018
Nervous Italians see Swiss vaults as safe haven for their cash
Franco Citterio, head of the banking association in the Italian-speaking southern Swiss canton of Ticino, has also noticed the trend.
12/06/2018
Linda C. Mack and Mack International Shortlisted in Three Categories for the 2019 Family Wealth Report Awards
Linda C. Mack, and Chicago-based Mack International were recently shortlisted in three categories by the Family Wealth Report annual awards—2019. Categories include Family Wealth Counselling
12/06/2018
In debt we trust: the rise of art-secured lending
The rapid growth in the number of loan providers, from private banks to specialist lenders, could transform the art market’s relationship with the financial markets
12/06/2018
RBC Wealth Management uses creative approach to recruit women investment advisors
Video series aims to debunk myths about the investment advisor role
12/06/2018
Wealth manager strengthens presence in Scotland
Wealth manager is seeking further hires for its new Aberdeen office
12/05/2018
Wells Fargo and Raymond James Have Secret Weapons to Target Wealthy Clients’ Kids
Raymond James also provides guides for advisors to work with clients on risk management issues associated with aging, including long-term care, Medicare, and elder financial fraud protection.
12/05/2018
Citi Private Bank Eyes Bigger Share in India
Puneet had held various senior roles at Citi’s Global Consumer Banking business in India, including Business Development for Citigold and Citibusiness, and Head of Consumer India Strategy.