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Wealth and Asset Management

10/16/2019

A Call to Arms: Wealth Managers in Asia Must Adapt Now to a Brave New World

However, unless the industry heeds the inevitability of commission compression – private banks in Asia still extract a very large portion of their revenues from product sales and execution – there is a significant risk of a profits implosion.

10/16/2019

New wealth management service opens in Kendal

I want to build a long-term opportunity for people who do not want to experience a high turnover of individuals managing their investments.

10/15/2019

BNY Mellon's Pershing Unveils New, Centralized Portal for Investment Managers

The new portal enables clients to easily manage and deliver models

10/15/2019

Money pours into Ashmore Group despite dollar woes

Net inflows at Ashmore Group reached $2.4 billion in the three months to the end of September.

10/15/2019

PIMFA Women in Wealth Forum Encourages Culture Changes to Help Improve Gender Equality in Finance

Anita Rolls, Founder of So What Do You Do, led a practical, interactive session that looked at key trends disrupting today's world of work, the implications this has for individuals, and how they can capitalise on opportunities.

10/15/2019

Schroders assets under management rise comfortably in first three quarters

The growth was driven by an increase in assets across its asset management and wealth management units

10/15/2019

Serial acquirer expands UK presence with double deal

The deals were part of Fairstone's downstream buy out model

10/15/2019

UBP launches new technology-focused equity long/short strategy on alt UCITS platform

The strategy will utilise a fundamental approach, while research will rely on two main pillars, namely technological innovation and consumer behaviour.

10/15/2019

Swiss private bank issues profit warning

BPDG’s gross assets were CHF 2.9 billion on 30 June, an increase from CHF 2.8 billion a year before.

10/14/2019

Did the Fed just restart quantitative easing?

Another round of formal trade discussions between the US and China kicked off this week

10/14/2019

Why family funds make for sound wealth management structures

There is a variety of structures families can choose to commit their assets to, each with its own attributes and uses.

10/14/2019

HSBC relaunches wealth management product for families

“Majority of our customers are Filipinos... well-educated Filipinos,” Faulhaber said.

10/14/2019

Nicole A. Reinhard: «Our focus is on the whole of German-speaking Switzerland»"

On these premises, we then separated ourselves from a few customers who no longer met our regulatory and asset-based requirements.

10/14/2019

A Royal encounter: Sanlam's brush with the Sussexes, and why the Queen is the ultimate family business CEO

This is such an exciting time for our industry

10/14/2019

Wealth management group expands in Belfast with 3 new hires

Our new office opened in December last year to meet the needs of our growing client base in the region.

10/14/2019

Indonesia's rising HNW population is 'opportunity for wealth managers'

This represents an average annual growth rate (AAGR) of 7.3 per cent. The number is expected to grow further to 1.5 million in 2022.

10/14/2019

Inside JP Morgan, Moving On From WeWork is Proving to Be a Messy Proposition

But Erdoes has been a fixture when it comes to WeWork-related matters at the bank, according to sources with knowledge of the discussions—a testament to how deep ties have run between America’s largest financial institution and the coworking s

10/14/2019

BCA eyes retail investment customers with wealth management app

Wealth management services contributes 5 percent to the bank’s revenue.

10/14/2019

Introducing Frédéric Drouin, UHNW Business Club member

Focusing on insurance-related services, Director Frédéric's aim is to provide bespoke choices paired with the highest quality services in the Principality of Monaco.

10/11/2019

New York City Is the World’s Wealthiest, With US$3 Trillion in Total Wealth

A city’s total wealth refers to the private wealth

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