06/13/2018
Building on the success of the firm's previous research into the investment behaviors and attitudes of wealthy Millennials, the new study is broader in scope and includes the opinions of nearly 2,000 HNW investors and advisors
06/13/2018
RBC wealth management's 2018 Wealth and Legacy Report explores the changing needs of HNW women as they play an increasing role in wealth management and legacy planning
06/13/2018
The software was the star of BlackRock’s biannual investor day last week.
06/13/2018
Macquarie's private wealth division has endured a number of issues in the past five years.
06/13/2018
The company also said uncertainty around Brexit would “continue to give rise to economic volatility in the UK”.
06/13/2018
SocGen bought the Belgian private banking business, la banque De Martelaere, in 2001 for 78 million euros ($91.57 million), according to L’echo
06/13/2018
Baer’s European business chief has an eye on Britain, Germany and Spain as new business matches high-growth Asia
06/13/2018
Vaucher added the new company is looking to hire more people: fund managers, asset managers and private bankers who will bring their clients with them.
06/12/2018
The former bond trader turned long-time Société Générale private banker was poached by Vontobel four years ago.
06/12/2018
The bank is looking to grow wealth management business from China and Hong Kong and also rebuild its US consumer credit business
06/12/2018
Quilter is the rebranded Old Mutual Wealth, which will be unbundled from the insurance group at the end of June
06/12/2018
The collective fortunes of China’s richest people grew by a staggering 65 percent
06/12/2018
European and Asian customers account for roughly a quarter each of the group’s assets under management, according to sources.
06/12/2018
Art fairs accounted for an estimated 46% of dealer sales in 2017
06/12/2018
He cited findings by Boston Consulting Group that indicated global private wealth to be $167trn in 2016 with wealth is expected to accelerate to $223trn by the end of 2021.
06/12/2018
Nicolas Mirabaud has been a limited partner since 2015 – the training grounds, so to speak, for offspring likely destined to enter the family partnership.
06/12/2018
HSBC has revealed plans to expand insurance and wealth management divisions in China as part of strategy refresh.
06/11/2018
what do the once supreme cities of Geneva and Zurich have to offer private clients?
06/11/2018
The last global financial crisis triggered by propagating of securitisation in the United States and Europe is an example of that, he said.
06/11/2018
Age shall not wither us so long as our minds remain hopeful, our optimism ever new.