11/06/2018
AFH buys Premier Wealth Management Harrogate
AFH will pay the balance over the next 26 months based on fulfilment of certain performance targets.
Wealth and Asset Management
11/06/2018
Asia’s ultra-rich fuel family office boom in Singapore and Hong Kong
Six private bankers on average estimated the number of new family offices in Asia had risen 15% in the first three quarters of this year over the year-ago period.
11/06/2018
Heartwood's parent company granted UK banking licence
The granting of the licence by the supervisory authorities in the UK is a crucial step on the way to implementing this structural change.
11/06/2018
Pictet seeks PM for wealth management division
The candidate should also be fluent in English and French, have at least five years of experience and at least five years of profitable track record within the fixed income and credit universe.
11/06/2018
Financial services duo form new UK wealth manager
We are very proud to announce our new wealth management service, which will offer expert personal financial advice to our customers.
11/06/2018
Private banks announce merger
The merger enhances the Bank’s capital base, bolsters its presence in Switzerland, and provides its clients with an enhanced and complementary service and product offering.
11/06/2018
Credit Suisse Launches Equity Tool
The launch of HOLT underscores Credit Suisse’s continued commitment to China and will help investors to improve their investment processes as the market further matures.
11/05/2018
American Clients: Duel Over a Couple of Bucks
Two bankers with contradicting views on the same market. Syz and Ermotti were talking about offshore banking with rich Americans.
11/05/2018
SGG Group completes acquisition of Lawson Conner
The acquisition strengthens SGG’s service offering to fund managers through the provision of a complete suite of compliance and regulatory services.
11/05/2018
GAM rebuffs Schroders approach for hedge fund unit
Embattled Swiss fund manager would prefer a sale of the whole business
11/05/2018
Financial Planning and advisory firm makes new HNW acquisition
Acquisition of Hazlems Fenton
11/04/2018
Embracing the human touch at Coutts PO
All that comes together in the private office world, and even more so in running a business within it.
11/04/2018
Nedbank partners with Ecobank to offer wealth management services in West Africa
The initiative of Nedbank which owns 21% stake in Ecobank occurs in the context of an inclination of giants of the banking industry towards expansions in West Africa, a region which has been experiencing strong economic growth.
11/02/2018
Products and Solutions for Asia’s HNWIs: Golden Opportunities Await
Families that are wealthy tend to have a lot of interests around the world, so there are tax issues that come up everywhere.”
11/02/2018
Listed financial planning group snaps up Harrogate wealth management firm in £4.5m deal
The initial consideration for the acquisition is £2m in cash, funded from the Company’s existing cash resources.
11/02/2018
Wealth Manager vs. Financial Advisor
To help you understand better how wealth managers compare to other financial advisors, and whether a wealth manager is the right choice for you, we’ve created this guide.
11/02/2018
Wealth in Switzerland: Sizing the Market Opportunity
Similar to many other mature financial markets, Switzerland has a balanced allocation outside of deposits.
11/02/2018
Van Lanschot Kempen trading update: third quarter 2018
"Asset Management was a major contributor to net AuM inflows, with fiduciary management accounting for net inflows while our investment strategies recorded outflows.
11/01/2018
RBC Wealth Nabs $550M Merrill Team in Beverly Hills
The two advisors come on board about one week after RBC added a Wells Fargo group with $1.4 billion in assets.
11/01/2018
Re-engineering the wealth management model for foreign banks in India
He observed that while the local players upped their game, the foreign banks have unfortunately witnessed dwindling commitment levels from their own head offices.