05/07/2018
Investing Canvas: Many Planners Add Art Valuation to a Portfolio Conversation
Art partnerships offer some little-understood advantages
Wealth and Asset Management
05/07/2018
UK’s oldest bank taps 32-year-old as new partner
Looks to inject ‘millennial thinking’ into venerable institution
05/04/2018
BTG Pactual’s wealth business posts record inflows
This brings its total wealth assets to 100.2 billion reals ($28.3 billion), up 15% compared to the fourth quarter of 2017.
05/04/2018
UBS Becomes First Global Bank to Take Advantage of China Opening
UBS said in a separate statement it aims to raise the stake in its China venture to 51 percent, up from the current 24.99 percent.
05/04/2018
How Morgan Stanley Got Its Mojo Back
CEO James Gorman wasn’t a star trader or a banker. He was a consultant, and well matched for Wall Street’s new mundane style of business
05/04/2018
Capco Launches Fine Art & Collectibles group
New group works with wealth managers, family offices and boutiques to seize opportunities in a growing and competitive market
05/04/2018
Big Winners From India's Cash Clampdown Are Private Bankers
The recruitment drive at the private banking unit, which started in the early 2000s, moved into high gear last year as India’s rich started shifting investments away from property and gold
05/04/2018
12 Ways To Avoid The Most Common Wealth Management Mistakes
Other mistakes are just as costly and could affect how your money is managed and grown over time.
05/04/2018
One-size-fits-all will not meet high net worth expat demands
Many providers have developed dedicated offerings aimed at particular diasporas.
05/03/2018
UBS Says Don't Fret After Emerging Bond Exodus Tops Taper Tantrum's
The global economy is stronger and EM external vulnerabilities much less significant," said Czerwonko, who is overweight emerging-market sovereign bonds.
05/03/2018
Seven new things to know before you interview with Standard Chartered in Asia
The bank currently has 475 vacancies in Singapore alone.
05/03/2018
National Australia Bank to sell MLC as another bank flees wealth management
The scandals bubbling up from wealth management and financial advice divisions at the banking royal commission has only hastened the bank's decision to retreat.
05/03/2018
Indosuez Wealth Management completes acquisition of Italian wealth manager
The acquisition, which was initially announced in November 2017, further strengthens the bank's presence in Italy.
05/03/2018
Why Even U.S. Wealth Managers Should Care About GDPR
The implementation of GDPR may seem scary, but it really isn’t all doom and gloom.
05/03/2018
Private Bank Cuts Jobs in Overhaul
The review has hit Baumann's headcount, as the bank confirmed for the first time.
05/03/2018
Expersoft Awarded Best Front Office Solution at European Awards
Specifically, in awarding Expersoft the Best Front Office Solution, the judges referenced Expersoft's "holistic software offering which covers all named functions and open view of the financial services world."
05/03/2018
Schroders acquires pan-European hotels investment and management business
The acquisition of Algonquin accelerates the growth of Schroders’ Real Estate business and complements its existing capabilities and expertise.
05/03/2018
How to attract high-net-worth clients
For advisors looking to attract HNW clients, it is vital that they have a plan set in place instead of hoping for them to walk through the door.
05/03/2018
Old Mutual Wealth resumes TVAS report service with £150 charge
Old Mutual Wealth is relaunching it transfer value analysis service (Tvas), a month after it was suspended following changes to the UK regulator’s rules concerning pension transfers.
05/03/2018
Wealth and addiction: inside the troubled HNW mind
‘One in four people will experience a behavioural or mental health condition in their lifetime, and wealth certainly can’t buy immunity from that statistic,’ says Jonathan Edgeley.