12/28/2018
Four Reasons More Families Should Invest In Private Tech
When family investment portfolios lack allocation to private tech, it's a missed opportunity both for the families and the tech entrepreneurs in need of investment capital.
Wealth and Asset Management
12/28/2018
A Lost Year in Swiss Private Banking
That hurts private banks' revenue, which is driven in part by fees charged when clients trade.
12/28/2018
Hampden & Co adds digital banking to its services
Move comes a week after the Edinburgh-based private challenger bank was one of a group selected for the RBS Incentivised Switching fund
12/28/2018
Wells Fargo adds more EU offices in Brexit plans for fund management
Wells Fargo makes Brexit plans for its funds arm, following a new banking license in Paris in October
12/28/2018
High net worth, mass affluent offer private banks best potential
Despite volatile 2018, UBS, Bank of Singapore, Credit Suisse, HSBC and others enjoyed robust net inflows
12/28/2018
The Private Banks That Disappeared in 2018
The industry includes some 100 institutes, compared with 140 in 2013.
12/27/2018
Vanishing Wealth - The Big Black Hole Of Paper Wealth!
This got me thinking about the so-called wealth effect as well as how all that wealth was held.
12/27/2018
Chinese regulator approves wealth management units at two major banks
China issued rules on Dec. 2 for commercial banks’ wealth management subsidiaries to strengthen their risk management and support the real economy.
12/26/2018
Singapore private banks target Non-Resident Indians in Middle East expansion
Bank of Singapore the eighth largest private bank in Asia (ex-China), based on assets under management, which opened its Dubai branch in February 2017 already has 45 wealth managers there.
12/23/2018
Tilney acquires UK wealth management business
Clients with assets of £340m to transfer to Tilney, along with 11 staff
12/23/2018
Rolex is Making the World a Better Place
If there is a single force that unites the Laureates of the Rolex Awards for Enterprise, it is the unalloyed spirit of determination to make our world a better place.
12/21/2018
Credit Suisse Is Setting Its Sights on a New Generation of Wealthy Australians
Less than 20% of wealthy Australians use a private bank
12/21/2018
Netwealth forms wealth data partnership
Adviser Ratings chief executive of wealth Mark Hoven said the aim is to increase overall system transparency while lowering transaction costs through smart data and analytics for a range of activities that occur between participants in the channel.
12/21/2018
UBS Intensifies Succession Planning for CEO Sergio Ermotti
Ermotti said to tell investors that bank is working on a plan
12/21/2018
‘We still have a long way to go’: offshore bosses tackle the future of wealth industry
This evolution of the offshore wealth industry was one of the key topics addressed during a panel session at Citywire’s inaugural International Financial Advisor Summit in late September.
12/21/2018
Unibank Privé named best private banking and wealth management bank in CIS
Unibank Privé is actively developing Private Banking in Armenia and expands the range of its services across the CIS countries and Europe.
12/21/2018
Swiss private banks dominate takeovers in Luxembourg
EU access key for Swiss banks as costs, regulation drive consolidation in private banking
12/20/2018
Citigroup said to face $180 million loss on Asia hedge fund loan
The matter was escalated to Citigroup's board, one person said. The bank is also reorganizing its prime brokerage business as a result of the expected financial hit, the person said.
12/20/2018
Wealth managers need to provide sound advice spanning multiple jurisdictions
It found that HNW investors are increasingly seeking new homes for their wealth to achieve benefits from global diversification and gain tax efficiencies.
12/20/2018
19 people who will change wealth management in 2019
To help you prepare for a year of heady change, we’ve created a cheat sheet of key industry leaders to keep an eye on in 2019.