06/07/2018
How Top Wealth Advisor Louise Gunderson Pulls In Millennial Clients
Gunderson’s team of eight serves 220 families and has $779 million in assets under management.
06/07/2018
Why Asia could continue to surprise investors going forward
Veteran investor Matthew Dobbs highlights the tailwinds undergoing Asia as the region continues to benefit from synchronised global growth.
06/07/2018
UBS said to be cutting asset management jobs amid China pivot
The unit had 2,361 employees at the end of March, according to UBS filings.
06/07/2018
Charles River Receives WealthBriefing Asia ‘Best Portfolio Management’ Award for 2018
Charles River’s wealth management solution supports a broad range of investment products across the entire investment lifecycle.
06/07/2018
Warburg Pincus to acquire Spanish online wealth management firm Self Bank
Warburg Pincus has teamed up with Javier Marín Romano to acquire Self Trade Bank S.A.U. from Société Générale’s Boursorama subsidiary. No financial terms were disclosed. Madrid, Spain-based Self Bank is an online w
06/07/2018
Firms open door to MPS expansion
For John White, the CEO of Sanlam UK’s wealth division, the two services are an easy fit, with financial planning the natural starting point for looking after clients.
06/07/2018
Swiss bank Lombard Odier in talks on Saudi partnership
This week the Swiss wealth and asset manager launched its first sharia-compliant investment offering.
06/07/2018
German giant boosts Swiss business and plans further expansion
It also plans further acquisitions.
06/07/2018
Time for client needs to take centre stage by Ian Woodhouse, Associate Partner
The survey confirmed that the industry is facing a number of widely accepted challenges, from the changing expectations of new clients to the technological disruption sweeping through the entire banking industry.
06/07/2018
With more than 150 years of history behind the Old Mutual brand, what does the future hold for its advice, investment and platform arms as the group prepares to split?
06/07/2018
Switzerland’s oldest private bank is also contemplating a partnership in Saudi Arabia
06/07/2018
'While we have decided not to proceed with the acquisition of Newbridge, we remain committed to our strategy and are ambitious to grow both organically and dynamically by acquisition in the US and Europe,' said Marianne Ismail, CEO, EWG.
06/07/2018
This is partly to meet new European Union rules known as MiFID II but also to protect them from times when clients are reluctant to commit to transactions.
06/06/2018
Bank of Singapore Exceeds Asset Target
As much as $200 million will be invested for a push into utilising data analytics and digital tools that calibrate client needs more effectively.
06/06/2018
Is diversity the key to the succession plan challenge?
This is also a key tactic that Wells Fargo uses to diversify its advisor pool while helping prepare their aging employees for retirement.
06/06/2018
Shares surge at wealth consultancy as business booms
The market applauded the performance, with shares jumping by 6.65% to 205.3p by 12.20pm.
06/06/2018
Advisors Have New Resource To Serve Philanthropic Needs Of HNW Clients
These donors have now contributed over $60 Million to their Canada Gives' foundations and disbursed $25 Million to charities.
06/06/2018
Private bank Hampden hails progress
We’re very pleased with the progress that has been made
06/05/2018
Inaugural BENCHMARK Private Wealth Awards aim to raise awareness of responsible private banking and drive best practices in impact investing
06/05/2018
Pictet's Dominique Jooris says tailoring portfolios to one's preference and risk tolerance makes the job unique