08/12/2019
Talent Wars: Why Wealth Managers Are In Demand At Family Offices
More than three new billionaires were minted weekly in Asia-Pacific, accounting for more than half of new billionaires worldwide.
Wealth and Asset Management
08/12/2019
Swiss Bank Accounts Aren't as Great as They Used to Be
UBS, Credit Suisse and Julius Baer are all passing on negative rates to large account holders. It’s bizarre to argue that this should affect ECB policy.
08/12/2019
Brewin opens in Bath following £19m wealth deal
Brewin Dolphin has completed its acquisition of Bath IFA, Epoch Wealth Management, after first announcing the deal in April.
08/12/2019
Cantonal bank’s profit rises as personnel-related expenses increase
This is mostly due to expansion in the workforce
08/11/2019
Ex-Credit Suisse Banker Suffers Pay Cut
AMP hired him as a so-called «clean skin», a non-Australian to clean up a major scandal over misleading customers and lying to its regulator.
08/11/2019
Maybank Debuts Wealth Offering in Philippines
The Philippines has been in the spotlight in recent times due to growing interest from others to tap into its market for its financial sector potential across various segments.
08/09/2019
Pictet AM to launch fixed income fund for Switzerland’s investors
The fund, which has no benchmark, also tries to avoid downside risks.
08/09/2019
Transferring Wealth to the Next Generations – Making the Most of the Opportunity
Why should wealth management advisory firms develop strategies to appeal to future generations who are either making or inheriting, Asia’s vast and rapidly expanding private wealth?
08/09/2019
Christine Novakovic's Ice-Breaker
She emerged as a huge winner in the Swiss wealth manager's most recent restructuring.
08/09/2019
The Increasing Popularity Of Wealth Management Services
A wealth management service takes control of all of a person’s financial assets to manage them in a manner which is most profitable for the client.
08/09/2019
UBS Mulls Investment Bank Overhaul With Hundreds of Jobs at Risk
The discussions are preliminary and a final decision hasn’t been made, the people said. UBS declined to comment.
08/09/2019
Hedge boutique buys wealth firm fund in private client push
Citywire A-rated manager gives way to Henley-based firm, which makes its first foray into the multi-asset market.
08/09/2019
Butterfield Shortlisted for Six Citywealth IFC Awards
Over the past nine years, the Citywealth IFC awards have highlighted the excellence of advisers and managers in the private wealth sector.
08/09/2019
Graham Bentley: SJP’s opportunity cost
Every advice business in the UK is a ‘rival’ to SJP
08/09/2019
Wealth management recruitment heats up as wealth creation slows
Things are about to get more difficult for private banks and wealth managers.
08/08/2019
CBA wealth profit drops, remediation escalates
CBA alerted the market that it is exiting the last of its financial advice businesses
08/08/2019
Cantonal bank CIO cuts equity exposure amid slowdown
In light of that, he has cut his exposure to government bonds, and prefers corporate, convertible and emerging market bonds to diversify the portfolio.
08/08/2019
AMP NZ wealth management arm up for sale
AMP reported an underlying net profit of $309 million.
08/08/2019
Barclays opens tech lab as part of Aberdeen’s diversification drive
Aberdeen’s entrepreneurial spirit and the drive to diversify the north-east economy has encouraged Barclays to open its second Scottish Eagle Lab.
08/08/2019
Wealth management firm opens in Belfast 'to cope with demand'
The firm has had advisers here for around two years - and Mr Durlacher said the new offices demonstrated its commitment to the province.