06/07/2018
German giant boosts Swiss business and plans further expansion
It also plans further acquisitions.
Wealth and Asset Management
06/07/2018
Time for client needs to take centre stage by Ian Woodhouse, Associate Partner
The survey confirmed that the industry is facing a number of widely accepted challenges, from the changing expectations of new clients to the technological disruption sweeping through the entire banking industry.
06/07/2018
The future of Old Mutual: Will a breakup be hard to bear?
With more than 150 years of history behind the Old Mutual brand, what does the future hold for its advice, investment and platform arms as the group prepares to split?
06/07/2018
Lombard Odier launches Islamic products as it eyes Abu Dhabi expansion
Switzerland’s oldest private bank is also contemplating a partnership in Saudi Arabia
06/07/2018
European Wealth Group backtracks from plan to acquire Newbridge
'While we have decided not to proceed with the acquisition of Newbridge, we remain committed to our strategy and are ambitious to grow both organically and dynamically by acquisition in the US and Europe,' said Marianne Ismail, CEO, EWG.
06/07/2018
Julius Baer looks to fixed price system to bolster returns
This is partly to meet new European Union rules known as MiFID II but also to protect them from times when clients are reluctant to commit to transactions.
06/06/2018
Bank of Singapore Exceeds Asset Target
As much as $200 million will be invested for a push into utilising data analytics and digital tools that calibrate client needs more effectively.
06/06/2018
Is diversity the key to the succession plan challenge?
This is also a key tactic that Wells Fargo uses to diversify its advisor pool while helping prepare their aging employees for retirement.
06/06/2018
Shares surge at wealth consultancy as business booms
The market applauded the performance, with shares jumping by 6.65% to 205.3p by 12.20pm.
06/06/2018
Advisors Have New Resource To Serve Philanthropic Needs Of HNW Clients
These donors have now contributed over $60 Million to their Canada Gives' foundations and disbursed $25 Million to charities.
06/06/2018
Private bank Hampden hails progress
We’re very pleased with the progress that has been made
06/05/2018
Helping a New Generation of Asian Investors Build Sustainable Legacies
Inaugural BENCHMARK Private Wealth Awards aim to raise awareness of responsible private banking and drive best practices in impact investing
06/05/2018
When advice makes all the difference
Pictet's Dominique Jooris says tailoring portfolios to one's preference and risk tolerance makes the job unique
06/05/2018
Maybank Private Wealth – Giving the Right Investment Advice
Gold: Investment Advisory Services and Human Captial Development
06/05/2018
BMO Private Bank – Helping Asia's Wealthy Prepare for the Future
Silver: Estate Planning and Succession, And Human Capital Development
06/05/2018
A Look At Changes In Wealth Management Revenues For The Industry's Largest Players
We capture the impact of changes in wealth management revenues on the share price of the largest wealth managers in the world
06/05/2018
Equilibrium funds grow to £500m AUM in first six months
Equilibrium managing partner Gaynor Rigby told New Model Adviser® in February that launching the funds created no conflict of interest, but simply improved the firm's efficiency.
06/05/2018
Amundi Pioneer Expands ESG Focus with Enhanced Screening in Two Funds
Builds on Firm’s History of Sustainable Investing
06/05/2018
How Long Can Morgan Stanley's Wealth Management Business Sustain Its Growth Trajectory?
The increase in operating expenses from the addition of new wealth advisors, coupled with the ongoing trend of a shift towards a fixed-rate fee structure for client accounts, will lead to profit margins stagnating in the future
06/05/2018
UOB Private Bank – Delivering Consistent Results for Clients
Gold: Risk And Compliance And Risk Profiling, Silver: Investment Team Of The Year And Investment Advisory Services