06/05/2018
Maybank Private Wealth – Giving the Right Investment Advice
Gold: Investment Advisory Services and Human Captial Development
Wealth and Asset Management
06/05/2018
BMO Private Bank – Helping Asia's Wealthy Prepare for the Future
Silver: Estate Planning and Succession, And Human Capital Development
06/05/2018
A Look At Changes In Wealth Management Revenues For The Industry's Largest Players
We capture the impact of changes in wealth management revenues on the share price of the largest wealth managers in the world
06/05/2018
Equilibrium funds grow to £500m AUM in first six months
Equilibrium managing partner Gaynor Rigby told New Model Adviser® in February that launching the funds created no conflict of interest, but simply improved the firm's efficiency.
06/05/2018
Amundi Pioneer Expands ESG Focus with Enhanced Screening in Two Funds
Builds on Firm’s History of Sustainable Investing
06/05/2018
How Long Can Morgan Stanley's Wealth Management Business Sustain Its Growth Trajectory?
The increase in operating expenses from the addition of new wealth advisors, coupled with the ongoing trend of a shift towards a fixed-rate fee structure for client accounts, will lead to profit margins stagnating in the future
06/05/2018
UOB Private Bank – Delivering Consistent Results for Clients
Gold: Risk And Compliance And Risk Profiling, Silver: Investment Team Of The Year And Investment Advisory Services
06/05/2018
Vistra – An Independent and Trusted Adviser
Silver: The Trustee Team of the Year
06/05/2018
The Bank of East Asia – Meeting the Investment Needs of Mainland China's Wealthy
Bronze: China Team of the Year
06/05/2018
Wells Fargo sues $300M breakaway team over client data issues
A Wells Fargo spokeswoman said the company does not comment on pending legal matters.
06/05/2018
Standard Chartered Private Bank – Passing on the Torch
Gold: Academy Of The Year; Gold: The Next Gen Programme
06/05/2018
George Soros’ radical plan to save the EU from its next financial crisis
Later, his understanding that markets aren’t self-correcting helped him navigate the thorny markets in the aftermath of the 2008 global financial crisis.
06/05/2018
Praemium signs wealth management heavyweight
Morgan Stanley head of institutional equities and wealth management Ian Chambers said managed accounts are becoming an increasingly important part of MS's financial product suite.
06/05/2018
Credit Suisse Adds Fintech to Hong Kong Digital Push
The Zurich-bank is releasing Canopy's technology in both traditional and simplified Chinese for the Hong Kong market – a nod to Credit Suisse's biggest market in Asia.
06/05/2018
Julius Baer successfully closes acquisition of Reliance Group
This acquisition significantly strengthens Julius Baer’s strategic position in Brazil
06/05/2018
SGG Group launches offices in the Cayman Islands
The opening of the Cayman office strengthens the group’s position as a leading global service investor firm
06/05/2018
Bermuda restructuring options remain strong, international trusts forum told
Carey Olsen Bermuda opened in late 2017 and Carey Olsen is a sponsor of the conference for the first time.
06/05/2018
BBVA Compass Adopts SEI Wealth Platform
Unified Platform Supports Firm's Digital Strategy, Continued Relationship Fosters Mutual Growth
06/05/2018
Future giving Engaging the next generation
How will you build philanthropy into the DNA of your own family?
06/04/2018
Northern Trust named as custodian for HKBU’s endowment fund
Northern Trust had approximately US$10.8 trillion of assets under custody or administration globally as of March 2018.