08/19/2019
Tilney confirms talks over Smith & Williamson merger
These discussions are ongoing and there can be no certainty that a transaction will proceed. A further announcement will be made as and when appropriate.
Wealth and Asset Management
08/19/2019
Netwealth FUA, adviser numbers rise
"This review identified matters involving client rectification costs and legal expenses of $1.1 million. Our commitment has always been that when we make errors, we rectify them," Tong said.
08/19/2019
Edinburgh-based private bank hails double-digit growth
The first half of 2019 saw the launch of an “enhanced” digital banking service and the strengthening of the banking teams in both Edinburgh and London.
08/19/2019
Digital Needs Of Both Asset And Wealth Managers
This group has traditionally required portfolio analytics, performance, and associated market data to service their clients.
08/18/2019
Two leading wealth managers in merger talks
A merger would propel them into the top five British wealth managers by assets, and would broaden its offering to include tax advice and other financial-planning services provided by S&W through its accountancy arm.
08/18/2019
Rathbones, the hunter in need of prey
Rathbones is a marauding hunter. Fiercely independent, the wealth manager, valued at £1.2bn, is on the prowl for deals.
08/16/2019
Succession planning overtakes capital preservation as top concern - catch up with Stonehage Fleming
Eva Sheppard, partner at Stonehage Fleming, gets us up to speed on the main trends and observations she has noticed in the family office space right now.
08/16/2019
UBS' Pesky «Pig» Problem
The situation remains fraught, two months after the original incident, which saw Donovan apologize – but not fast enough for UBS to lose a key Chinese deal.
08/16/2019
Pictet «Flexes» for Staff
The move translates to a revolution for the hidebound Genevan private bank, which has maintained a distinctly more Calvinistic work ethic in the first 200 years of its existence.
08/16/2019
St. Galler Kantonalbank trims the profits higher
Thanks to better-performing exchanges, assets under management reached CHF 44.3 billion compared to CHF 42.3 billion at the end of 2018.
08/16/2019
UBS: Gold To Reach Almost $1,700 Next Year
But that lackluster price movement is all over now.
08/16/2019
HSBC GAM Int’l in Jersey to re-home unknown client assets
HM Receiver General in the Channel Island to look after assets as company’s liquidation is finalised
08/16/2019
High net worth firm Grayhawk partners with Wealthsimple
The robo-advisor will provide an online platform for the firm’s clients
08/16/2019
Asia's best private banks and wealth managers that stand out
The Asset is proud to announce the winners of the Private Banking and Wealth Management Awards 2019
08/16/2019
Rothschild & Co invests in independent market leading equities research house, Redburn
Rothschild & Co’s investment will provide capital for the expansion of Redburn’s services to clients, as well as providing opportunity for greater employee equity participation.
08/16/2019
Investec Private Bank’s Ryan Tholet: ‘Our bank is a bit of a misnomer in the City’
‘We are far more interested in giving our money out to clients to go and help them create wealth.’
08/15/2019
Hawksford’s Alice Quek on the Unerring Dedication to Asia’s Private Clients
“Hawksford’s 60-year private client heritage makes us one of the most trusted names in fiduciary services for individuals and families from all over the world,” Quek begins.
08/15/2019
Danish bank's richest clients given a guarantee on negative rates
Danske's espousal of a socially responsible attitude to interest rates follows sustained criticism of the bank's role at the heart of a Russian money laundering scandal
08/15/2019
Why we should measure national wealth in assets
Wealth is just as fundamental to national prosperity in the long term.
08/15/2019
The Vital Importance of Trust in India’s Wealth Management Market
Three years later, having already doubled in size, he says the firm is poised and ready to realise strong growth now that all the building blocks have been put in place, and as India’s economy, financial markets, private wealth creation and politics