01/08/2018
How High-Net-Worth Accountants Generate Referrals From Other Professionals
Some approaches are unquestionably more efficacious than others.
Wealth and Asset Management
01/08/2018
UBS in Talks to Buy Majority Stake in China Securities JV
UBS has started talks with its local partners on taking a 51 percent stake in the venture, Ermotti said in an interview in Shanghai on Monday with Bloomberg Television’s Tom Mackenzie
01/08/2018
First Aussie fixed income mandate for global manager
A global asset manager with Swiss heritage landed its first Australian fixed income mandate recently as a wealth management firm announced the latest additions to its multi-manager suite
01/08/2018
RBC Wealth plots 2018 Jersey growth
RBC Wealth Management International’s fiduciary services division is planning to expand in 2018 through the deliberate and targeted recruitment of directors with specific books.
01/08/2018
Wealth management transitions to the new age of ‘Wealth Care’
Quantifeed has spent the past five years building digital wealth management systems that the company has delivered to financial institutions across Asia.
01/08/2018
Building client rapport for successful wealth transition in Asia
Speaking at the Hubbis Asian Wealth Solutions event in Singapore on November 2, Gerard Gardner, Global Head of EFG Wealth Solutions, presented on wealth succession planning in Asia, which currently ranks as the third most important concern amongst Asia&am
01/05/2018
Ascot Lloyd Bellpenny acquisition revealed
The acquisition is the first since Bellpenny and Ascot Lloyd merged last July
01/04/2018
Morgan Stanley Wealth Exits Junk Bonds, Warns on Recession Risk
Though Morgan Stanley doesn’t expect a recession in 2018, it sees the risks rising.
01/04/2018
Super rich? Banks are lining up to provide you bespoke services
The idea of private banking for the moneyed class is not really new.
01/04/2018
AXA selling its Swiss Privilege franchise in HK to local investment holding biz
It said the deal was subject to the usual conditions, including regulatory approvals, and was expected to be finalized by the end of this year “or early 2019”.
01/04/2018
Coutts staff hit ambitious charity goal
In celebration of the company’s 325th anniversary, Coutts set itself the ambitious goal of raising at least £325,000 for its staff charity in 2017.
01/04/2018
Blue Duck’s New Portal Capitalizes on Advisors’ Move to Wealth Management
RIA firms that specialize in wealth management are offering platforms to their advisors that support networking, training and connections
01/03/2018
SMSF assets held by wealthy stays steady
The proportion of high-net-worth investors with SMSFs is still increasing despite the changes to superannuation, however.
01/03/2018
Fidelity Int’l launches two new private funds for China HNWIs
The launch comes after the US asset management giant launched its first fixed income fund for Chinese HNWIs in May last year.
01/03/2018
Pilatus Bank discusses whether banks are failing Generation X
People still believe that if they visit a branch they will get the service that they require.
01/03/2018
Citi’s Aristeguieta makes his mark in Asia
Five quarters of profit after years of flat performance; consumer revamp gains traction.
01/03/2018
Region attractive for investors intending to reap rich rewards from their wealth
UAE is an attractive market location to park wealth
01/03/2018
Investec sees £3.5bn inflow in wealth arm
The firm’s discretionary funds under management rose 20.9% to £26 billion
01/02/2018
Stifel Giving Out $1,500 Bonuses
Stifel is giving its employees $1,500 bonuses in early 2018, Citi Private Bank warns against holding too much cash and the fight over an elderly hermit’s will goes to the courts
01/02/2018
Brewin Dolphin PT Raised to GBX 365 at Canaccord Genuity
Three equities research analysts have rated the stock with a hold rating and five have given a buy rating to the stock.