03/23/2018
Goldman loan program to help LPL advisors tap HNW clients
The firm’s 15,200 advisors will receive no commissions for the Goldman loans, according to LPL.
Wealth and Asset Management
03/23/2018
Building competency in the wealth management offering
With the industry size growing, the right talent needs to be groomed to be up to the task of managing ever-changing requirements from clients, he stresses.
03/23/2018
Deutsche Bank prices shares of DWS, unit valued at €6.5bn
Offering price for partial float of fund management business is toward lower end of range
03/23/2018
How SJP picks its fund managers
In an exclusive interview with Money Marketing, SJP chief investment officer Chris Ralph reveals how the largest UK wealth manager selects fund managers, how it decides when to replace them, and how it deals with their mistakes.
03/23/2018
Fiera Capital Acquires Leading High-Net-Worth and Institutional Investment Firm
Following completion of the transaction, CGOV partners and key employees will be joining Fiera Capital
03/23/2018
Former Nestlé alt investments chief forms AM firm
Ralet said this team will expand soon with the arrival of a CFO, CIO and a quantitative analyst.
03/23/2018
Four things to remember when selling your business - Coutts
We found that, although much can be done to maximise the chances of a successful business exit, few entrepreneurs took the time to understand what precisely they need to do.
03/22/2018
NZ trade partners’ economies brought into view at Summit
The strengths and vulnerabilities of New Zealand’s main trading partners’ economies have been a key focus at a major investment conference in Auckland today.
03/22/2018
Top 30 Under 30: the 2018 class of new wealth talent
Once again Wealth Manager has selected the rising stars of the UK private client investment management industry.
03/22/2018
7 reasons keeping wealth managers up at night by SS&C
Capturing market opportunity, managing exposures, and achieving business objectives for growth require a nimble operational infrastructure that can easily adapt to the ever-evolving investment market. Read on for the top concerns worrying money managers a
03/22/2018
Raymond James Financial Reports February 2018 Operating Data
Financial assets under management of $131.9 billion increased 56% over February 2017
03/22/2018
Financial advisers unsure on robo-advice role in their practices
Advice businesses are cautious about new technology
03/22/2018
Standard Chartered to Go It Alone
The Swiss bank repeatedly was mentioned as a potential buyer of the rival bank.
03/22/2018
Private banking trust first then digitalisation
Although he did admit that digitalisation will present new challenges to private bankers, demanding that they, “… create new business models and adopt new behaviour.”
03/22/2018
Lombard Odier: Client Asset Surge in 2017
Lombard Odier’s total client assets reached 274 billion francs
03/22/2018
Julius Baer suspends employee amid probe of arms deals
The Handelszeitung paper said a Julius Baer banker in Russia was also involved in the case.
03/22/2018
Pictet seeks to exploit volatility with unconstrained fixed income launch
Aimed at investors 'willing to accept' greater risk
03/22/2018
How One Investor Turned a Bet on the Swiss Central Bank Into Millions
Theo Siegert’s stake doubled in value last year to nearly $25.3 million
03/22/2018
UBS CEO Says to Expect 'More of the Same' Performance
He declined to give any further guidance about the Swiss bank's first-quarter business.
03/22/2018
The Ways and Means of Tax Planning With Life Insurance After Tax Reform
Possible answers to tricky questions from clients.