11/30/2018
StanChart private bank sees future in price transparency
The business should embrace offering clients quotations from a range of banks, it says
Wealth and Asset Management
11/30/2018
Private Wealth in the spotlight
The event was extremely well attended which is testament to Guernsey’s reputation in the London market and the calibre of speakers including Sir John Sawers, former head of the MI6 Intelligence Service, who delivered the keynote speech.
11/30/2018
Charles Stanley CEO: 'There will be a sharp decline in demand for advisory managers'
Not something clients want
11/30/2018
How wealth managers' use of ETFs is changing, covering sectors and fixed income investing?
Commenting on his firm's use of the vehicles, Mohsin Bukhari, head of investment research at Carrington Investments, said the group only adopted passive investments at the start of this year, as they predominantly used active managers in the past.
11/30/2018
Sanlam UK’s Hannah Gooch-Peters receives Young Investment Woman of the Year Award
Hannah is a key player in Sanlam’s Global High Quality Fund
11/30/2018
For Deutsche Bank Bonus, Raid Is ‘Nightmare With Eyes Wide Open’
Such news has tended to fall particularly hard on staff at the Frankfurt-based lender.
11/30/2018
It runs in the family: from family businesses to business families
How to preserve wealth through a series of successions has long been one of the key issues among wealthy families, and more often than not this process is fraught with difficulties
11/29/2018
[Global Finance Awards] KEB Hana Bank sweeps financial awards
KEB Hana Bank has received the best private bank award for six years straight, having first attained the honor in 2011 as the first and only Korean bank to do so.
11/29/2018
Succession bought into 21st century with leadership and constitutions
A quarter of responders came from members of the next generation.
11/29/2018
CS Veteran Won't Move to UBS
The reversal comes following a skirmish over Illy's exit from Credit Suisse, as finews.com reported exclusively in September.
11/29/2018
Wealth manager Glenmede to bolster US footprint
The opening of the Florida office will increase Glenmede’s branch network to eight.
11/29/2018
Wealth managers falling short of Asian HNW expectations
Asia’s high net worth investors want less complex fee structures and more personal connection
11/29/2018
This London bar sells the most expensive cognac in the world – $3200 for a 10ml shot
The limited-edition Rome de Bellegarde 1894 was discovered in the cellars of Cognac house Jean Filloux by fifth-generation cellar master Pascal Filloux.
11/29/2018
Quilter Private Client Advisers acquires three financial planning businesses
Clients of Cheltenham-based Eastgate, will be serviced from Quilter Private Client Advisers’ Birmingham office, while Holdaway Johnson, based in Surrey, will be aligned to the London office.
11/29/2018
Baird to buy wealth manager
Terms of the deal, which is subject to customary regulatory approvals, were not disclosed.
11/29/2018
Wealth manager to bolster US footprint
Currently works with a strong network of local Florida-based intermediaries and industry professionals.
11/29/2018
Top German wealth managers hold form despite margin squeeze
Hamburger Sparkasse, Oddo BHF, and Berenberg log a decade or more in the top 10 as ranked by Elite Report.
11/29/2018
Eight Ex-Berenberg Bankers Build $1.7 Billion Asset Manager
Insurers, endowments and family offices are among customers
11/29/2018
Global banks battle to handle private wealth in China
In Hong Kong, there are about 3,800 wealth practitioners including relationship managers and investment advisers, according to the Private Wealth Management Association.
11/29/2018
Fearless Girl who faced down Wall Street's bull moved to new spot
Statue that symbolized female empowerment moved to NYSE