11/06/2019
Dolfin launches Private Investment Club
We have assembled a strong team for private investments, with collective expertise ranging from former entrepreneurs to venture capital and private equity professionals.
Wealth and Asset Management
11/06/2019
HighTower's Meghan McCartan Named to Wealth Management List of 'Ten to Watch in 2020'
HighTower's Executive Director of Marketing is listed among innovators and influencers poised to make change in the industry in the coming year.
11/06/2019
Crypto Secularizes Wealth by Returning Power to the People
These concepts arouse feelings of awe and reverence, which further sanctifies the state
11/06/2019
Swiss bank Vontobel says advised client assets rise to record
The bank in July posted a 1% net profit decline for the first half of the year and confirmed its mid-term targets despite saying it expected the environment to remain challenging in the second half of 2019.
11/06/2019
Indosuez Wealth Management hosts its 2019 Middle East Investment Conference
Regional reforms, currency challenge and the importance of tolerance, happiness and sustainability
11/05/2019
Morning Coffee: Bank CEO tells stark truth on cost-cutting. The irritatingly casual banker at JPMorgan
Cutting to spend on technology has been a thing for several years, but 2020 looks like the year it gets real lift.
11/05/2019
Opinion: Why Europe has given up on the wealth tax – for now
Europe has been struggling to tax wealth in order to reduce rising inequality
11/05/2019
The multi-million dollar reasons Westpac exited wealth
The company’s detailed analysis of its operations painted a gloomy picture, even with respect to those elements of the wealth business Westpac retained – the insurance and platforms business.
11/05/2019
RBC's Wealth Focus in Asia: «Growth, Growth and Growth»
Although the segment may appear relatively niche, Chow noted that Hong Kong alone is home to 400,000 mostly affluent Canadians with global banking and wealth management needs.
11/05/2019
Edmond de Rothschild chief warns private banks face crisis
Vincent Taupin puts blame on negative interest rates for problems facing industry
11/05/2019
JH&P enjoys record year for awards
It was named ‘Wealth Manager of the Year’ at the Portfolio Adviser Wealth ManagerAwards
11/05/2019
Footballer launches Edinburgh wealth firm with SJP
Former Hearts and Partick Thistle defender Conrad Balatoni has launched his own business as a representative of St James’s Place
11/05/2019
Surge in number of expats pushes need for international tax advice: deVere
This surge in demand for international tax advice has led deVere to recruit more experts and launch a tax apprenticeship scheme to meet the demands of its clients.
11/05/2019
By any measure, Aramco’s IPO will be historical By Amine Chaieb, Partner & Investment Advisor, Spearvest
The listing is expected to take place in the local Saudi Tadawul exchange and could be worth $40 Billion
11/05/2019
UBS Insists U.S. Wealth Business Will Grow Despite FA Exits
“If we get that kind of profile, then in five to 10 years from now we’ll have a business that could probably make twice as much as we do today,” Naratil tells the newswire.
11/05/2019
Private Banks Should Proactively Foster Sustainable Investments
The trend of developing products and increasing offerings in sustainable investments is expected to continue due to market demand and intensifying competition.
11/04/2019
For New Julius Baer CEO, Nothing Is Sacred
Private banking watchers have been quick to dismiss the little-known CEO as a «more of the same»-style executive.
11/04/2019
ZEDRA reaches agreement to acquire LJ Fiduciary
The deal adds nearly 50 new staff to ZEDRA’s existing headcount of over 500 industry experts across 13 countries, spanning Asia, Oceania, the Americas and Europe.
11/04/2019
Butterfield Unveils New Branding
The Bank’s new corporate colors—deep blue and warm gray—are symbolic of sea and land, and reference the island locations where Butterfield has its major operations.
11/04/2019
Wealth consolidator makes eighth acquisition of the year
AFH says the pair will retire once the acquisition completes, meaning that all current Groom Associates clients will now be serviced by existing AFH advisers.