09/06/2019
Mace to refurbish former HSBC headquarters
The listed front section of the building, which was initially completed in 1840, will be converted to provide a wellness suite, a business lounge and a multi-function room.
Wealth and Asset Management
09/06/2019
KZN is fastest growing wealth market in SA
High Net Worth Individuals is a term that is used to describe people that have a net worth that is $1 million and above.
09/06/2019
Envestnet updates wealth management platform
Molly Weiss, head of product for Envestnet Wealth, said the firm has focused on building a more intuitive workflow for advisors
09/06/2019
Jersey’s women feature strongly in awards final
The awards recognise those in the wealth sector, highlighting the female leaders of today and tomorrow.
09/06/2019
Sanlam forecasts recovery after tough first half
The performance was fairly broad based driven by solid organic growth
09/06/2019
Wealth manager creates 'super' southern office
'To support clients'
09/06/2019
TMF Group expands fund services through Channel Islands acquisition
Mark Weil, CEO of TMF Group, said: “We are excited to be growing our fund administration business
09/06/2019
CII launches exclusive qualification with St James's Place
The City watchdog pledge action against any company it found did not treat vulnerable customers fairly.
09/05/2019
HighTower Advisors Receive Top Rankings on Forbes' 2019 Top Next-Gen Wealth Advisors List
The Forbes rankings were developed by SHOOK Research, which used an algorithm of qualitative and quantitative data to rate thousands of advisors with a minimum of four years of experience in the wealth management industry.
09/05/2019
This FIST Can Knock Out Multigenerational Family Wealth
Beware of number of family members, inflation, spending and taxes
09/05/2019
Switzerland Wealth Management: Market Sizing and Opportunities to 2025
Based on our proprietary datasets, this report analyzes Switzerland’s wealth and retail savings and investments markets, with a focus on the HNW segment.
09/05/2019
VP Bank (Schweiz) expands in Germany
During the course of this complex approvals process, BaFin verifies that the bank complies with all relevant German consumer protection provisions and money laundering regulations.
09/05/2019
Wealth firm bolsters Indian offering with acquisition
It wants to strengthen its reach and services for the high net worth space in the country
09/05/2019
Mercer Advisors Acquires wealth management RIA
Sage was founded by Donna Skeels Cygan
09/05/2019
Schroders partners with local bank in China push
The extended agreement includes the cooperation in public and private fund management products, innovative product development, domestic and cross-border business cooperation, pension, private banking, operations, financial technology, training and knowle
09/05/2019
HSBC says moves to grow 'new high net worth' customers paying off
Its number of customers with at least S$1.2 million in cash and/or investments - which the bank refers to as Jade - have grown 2½ times between June 2017 and June 2019.
09/05/2019
Deutsche Bank Wealth Management – a dark horse?
Once a global wealth management powerhouse, DBWM no longer sits in the top 10 when it comes to AuM or stature.
09/05/2019
Former Barclays adviser targets low wealth high earners
Tindle Wealth Management has started a dedicated ‘Professionals Program’ for young high earners.
09/04/2019
A $21 Billion U.S. Wealth Manager Is Branching Out in Europe
Wealth-management firm partners with Switzerland’s Constantia
09/04/2019
Ukrainian Wealth Management Forum from Adam Smith Conferences
At this year’s forum we will provide updates on the latest trends in the private banking and wealth management industry in Ukraine & Europe and closely explore the most pressing issues and problems being faced by the private banking and wealth m