07/09/2018
Private bank head defends bank’s culture after spate of resignations
She said the company does not have a ‘toxic’ work environment.
Wealth and Asset Management
07/09/2018
Lee Wong: «We're Challenging the Ways of Managing Wealth»
Many firms in Asia and beyond have failed to survive beyond the third generation
07/09/2018
LGT Investor Study: Investors Could Do With a Bit More Variety
On average, private investors are not diversified enough and their perception of the level of risk in their portfolio is often not in line with their risk appetite, a study by LGT reaveals.
07/09/2018
Wealth manager to add €3bn to assets under management
Company intends to grow its new business assets to €30 billion by end of 2019
07/08/2018
7IM claims platform industry tarnished by tech issues
Both Aviva and Aegon have experienced outages as they moved their platforms onto new technology
07/06/2018
Office Spotlight: Canaccord Genuity Wealth Management, Guernsey
Q&A with Andy Finch, head of wealth management and international sales director, Canaccord Genuity Wealth Management, Guernsey
07/06/2018
Fee pressure driving asset managers into wealth management
Advisers are saying they want to spend more time doing high-value planning for their clients
07/06/2018
When advice-only trumps vertical integration
Chisholm said the third factor was focusing on long-term alignment with clients, and in the case of Crestone this had meant its owner/operated model.
07/06/2018
VP Bank Ltd to expand operations in Asia
Having been in the private banking industries in Hong Kong and Singapore for more than 25 years, what were her reasons for her latest move?
07/06/2018
Senior Citi Brazil bankers launch indie wealth manager linked to XP
The new firm operates as an independent affiliate of XP, a spokesperson for the Brazilian broker-dealer said.
07/06/2018
Qatari cash expands wealth firm tied to Hong Kong real estate
LJ Partnership is seeking to expand globally
07/06/2018
Schroders WM CIO names four mega trends to follow
Companies that don’t invest in it eventually hit a brick wall
07/06/2018
Quadrupling Wealth with a ten billion person Global City
There will be pan-Asian high-speed rail network built by China with speeds in the 250-400 mile per hour range.
07/06/2018
Julius Baer Europe PM chief names post-MiFID II opportunity
He also names an underresearched area that he is looking to benefit from in the future.
07/06/2018
RAM AI to open Milan office
The new office will focus on distribution, while asset management activity will remain in Switzerland.
07/06/2018
Caye International Bank Selected as Most Outstanding Offshore Bank in Central America for 2018
Caye has played an integral role in the growth and prosperity of the island of Ambergris Caye and Belize as a whole
07/05/2018
Vontobel Moves into Mass Affluent
The bank plans to tap efficiencies through digitalization and its digital offerings, the person said.
07/05/2018
China's HNA Chairman Wang dies in France after falling from a wall
He was in charge of HNA’s strategy and ran day-to-day operations, sources familiar with the matter have said, while his fellow chairman and co-founder Chen Feng was often the public face of the group.
07/05/2018
Italian WM strikes systematic deal with Swiss group
This latest agreement allows the Italian asset management firm to integrate RAM’s systematic approach.
07/05/2018
‘Private Banking In A Box’: Privé Technology’s platform providing a plug-and-play toolbox for wealth managers
This modular, easily integrated 'build versus buy' solution has made the digitisation process a much easier and more affordable option for companies ranging from the largest financial institutions to micro or SME enterprises.