12/06/2018
Wealth manager strengthens presence in Scotland
Wealth manager is seeking further hires for its new Aberdeen office
Wealth and Asset Management
12/05/2018
Wells Fargo and Raymond James Have Secret Weapons to Target Wealthy Clients’ Kids
Raymond James also provides guides for advisors to work with clients on risk management issues associated with aging, including long-term care, Medicare, and elder financial fraud protection.
12/05/2018
Citi Private Bank Eyes Bigger Share in India
Puneet had held various senior roles at Citi’s Global Consumer Banking business in India, including Business Development for Citigold and Citibusiness, and Head of Consumer India Strategy.
12/05/2018
China's Fund Managers Challenged as Banks Wade Into Industry
The entities can leverage parents’ wider network of clients
12/05/2018
UBS beats Wall Street rivals by taking control of its China business
Before Beijing changed the rules earlier this year, overseas banks were only allowed to hold minority stakes of up to 49% in their Chinese securities businesses — a restriction that drew complaints from top US firms.
12/05/2018
Santander launches Private Wealth
New global initiative will offer bespoke services to ultra-high net worth clients thanks to Santander´s international footprint
12/05/2018
SJP training scheme gains CII accreditation
The training is delivered via a combination of face-to-face, e-learning, webinars, audio presentations and reading packages.
12/05/2018
Pictet AM's Digital strategy sees performance slip
Taking a closer look at Pictet Asset Management's Digital fund.
12/05/2018
Mercer acquires Pavilion’s alternatives consulting and wealth management operations
Deal expected to give consultants and clients access to broader, deeper global research and specialist resources
12/04/2018
UBS as a White Knight?
The bank, Switzerland's largest, was already raised in connection with a tie-up with Deutsche Bank last autumn.
12/04/2018
Northern Trust Expands Newly Launched Alts Platform to Include Private Markets
Northern Trust is committed to delivering quality alternative investment opportunities for our clients in the most efficient and secure manner available.
12/04/2018
UBS Global Wealth Management to include environmental scores on its funds in 2019
Assets under management in U.S.-based socially responsible investing strategies climbed to $12 trillion at the start of 2018.
12/04/2018
deVere launches range of investment solutions under new division, dVAM
Working with Pacific Asset Management, who have built the solutions from an operational, regulatory and technology perspective, the dVAM range of funds represent the “next chapter in deVere’s ongoing success story.”
12/04/2018
Banca Generali acquires Lugano WM
The acquisition is based on the belief that the personal financial services market in Italy is still inadequately served for its size.
12/04/2018
Santander hires 30 on three-year expansion to woo super-rich
They are owners of companies, they create a lot of jobs and a lot of wealth.
12/04/2018
CreditEase Wealth Management awarded Best Social Impact Project
Recipients of these awards underwent a stringent and comprehensive evaluation process, demonstrating the verve to deploy wealth in ways to bring about positive impacts on the society and at the same time make positive financial return on client investment
12/04/2018
UBS Revamps Wealthy Donor Arm
The most notable change is that several executives in UBS' arm for the ultra-wealthy will be tied into the bank's wider charitable efforts.
12/03/2018
What do finance and football have in common? by Penny Lovell
Introduced to us by the PFA, Josef Jackson is a former professional footballer who has turned his battle with leukaemia into an opportunity to embrace a completely new career in finance and we’re proud to have him on our team!
12/03/2018
Zedra Announces the Acquisition of Cayman-Based fund, corporate and trustee services firm
Has particular expertise in assisting international private, institutional and sovereign clients with all aspects of structuring and operating structures for joint ventures, wealth management, asset protection and collective investments.
12/03/2018
AFH completes biggest ever IFA purchase
At the start of the 2017 financial year, the board set itself three medium term financial aspirations: funds under management of greater than £5bn, revenues of £75m per annum and underlying EBITDA margin of 20 per cent on revenue.