01/18/2019
Santander opens flagship private banking, select and business customer lounge
Santander has opened what it called its flagship lounge for Santander Private Banking, Select and Business customers in Piccadilly, London.
Wealth and Asset Management
01/18/2019
At UBS, Succession Looms Large as Bank Ponders Post-Ermotti Era
The challenge of replenishing management is falling to two men with widely divergent backgrounds and experiences.
01/17/2019
JPMorgan’s Wealth Management Revenue Drops 5% in 4Q
JPMorgan’s assets under management fell 2% year over year, to $2 trillion, the company says.
01/17/2019
BNY absorbs severance costs as investment management, wealth assets drop 6%
Client redemptions largely came from index and cash strategies, which saw $11 billion and $10 billion, respectively, in net outflows in the fourth quarter.
01/17/2019
SG Wealth achieves chartered status
East Anglia-based IFA SG Wealth Management has been awarded chartered financial planner status.
01/17/2019
Top Take-Aways from Sanlam’s Inheritance Seminars
Perhaps most shocking is the statistic that 50% of Brits over the age of 45, those most likely to have dependents, also die intestate.
01/17/2019
The LLB Group continued its growth in the 2018 business year.
The LLB Group expects a net profit of about CHF 85 million
01/16/2019
BMO creates BMO Private Wealth Canada and Asia
Private banking and full-service brokerage unite
01/16/2019
Wealth planning needs of internationally mobile clients
Identify what impact regulation will have and the concerns and goals of the next generation of HNWIs.
01/16/2019
Wealth Management: Bringing wealth planning expertise to fund management
Areca began hiring more licensed financial planners in 2017.
01/16/2019
Johannesburg is leading wealth management in Africa
Wealth managers in Africa typically target individuals with more than $500 000 in investable assets.
01/16/2019
Citigroup’s private banking arm advises clients against pound trade
Looming Brexit vote likely to see sterling volatility rocket
01/16/2019
HSBC Private Banking announces partnership with AllBright
The partnership demonstrates HSBC Private Banking’s commitment to fostering more diversity within their organisation, as well as supporting entrepreneurs and family offices across the world, a statement from the bank has said
01/16/2019
In India, a wealth manager often ends up as a family counselor: Anshu Kapoor
How do I equalise the wealth between my son and daughter?
01/16/2019
Singapore shares are 'cheap' and 'attractive' — and major wealth managers say it's time to buy
The bank expects the country's gross domestic product to grow by 2 percent in 2019, down from last year's estimated 3.3 percent and at the lower end of official forecast of 1.5 percent to 3.5 percent.
01/16/2019
Caye International Bank Named as One of World's Best Private Banks
The award recognizes the bank's extraordinary customer-service model and the high quality of professional services it provides to its international client base.
01/16/2019
Banque Cramer acquires Ticino asset manager
The transaction will deploy its effects retroactively as of 31 December 2018.
01/16/2019
SJP academy celebrates selection of 100th wealth adviser
So far 35% of candidates have come from other careers with most having no financial services experience.
01/16/2019
Citi rolls out wealth management hub in Abu Dhabi
The Citigold clients are affluent individuals with investible assets of $200,000 (£155,000, €175,000) and above.
01/16/2019
Credit Suisse Off the Hook in U.K.
The move takes pressure off Credit Suisse, which has found itself mired in scrutiny over the deals.