11/17/2017
Julius Baer launches fourth edition of Wealth Report
The lifestyle index is showing a positive and consistently appreciating trend across Asia.
Wealth and Asset Management
11/16/2017
Close Brothers Asset Management boosts assets
As expected, the Asset and Motor Finance loan books remained broadly flat, as we maintain our underwriting and pricing discipline.
11/16/2017
Swiss bank EFG sees net inflows for first time since end-2015
Some outflows were expected to continue into the first quarter of 2018
11/16/2017
Investec profit climbs, helped by wealth unit
Net interest income up 16% to 364.4 million pounds.
11/16/2017
Singapore's wealth per adult is the ninth highest globally
Wealth distribution in Singapore is only moderately unequal.
11/16/2017
Stanbic launches one-stop unit targeting wealth-hungry clients
Wealth becomes Stanbic’s third dedicated unit after Personal and Business Banking and Corporate and Investment Banking arms.
11/16/2017
Acquisitions Bring Aim Listed Planning Firm’s Profits Ahead Of Expectations
Harwood Wealth Management Group Is On Track To Beat Analyst Forecasts Of Profitability This Year
11/16/2017
Why Haven’t More Banks Embraced Digital Platforms?
New Regulations To Act As Bridges Opening Into The Banking’s Strongholds
11/16/2017
HNW Investors Put FA’s Trustworthiness Above Returns
Meanwhile, three-quarters put the most stock into long-term investment returns, according to the survey.
11/16/2017
Smaller Firms Will Be Most Impacted by Protocol Exits
Smaller firms, those with between $100 million and $200 million in assets, will have a harder time paying settlements.
11/16/2017
UBS Wealth to Raise Customer Account Fees in 2018
The Swiss bank currently waives account fees for U.S. customers who have $1 million in their combined household accounts and who generate fees and commissions of $10,000 for the firm.
11/16/2017
Old Mutual Wealth: we're SJP's only credible scale competitor
According to slides in the Old Mutual Wealth presentation, at the end of June 2016 Old Mutual Wealth had 1,803 advisers, not including Caerus advisers.
11/15/2017
No Rush to Make an Impact
The market remains relatively underdeveloped compared with some parts of the world.
11/15/2017
HSBC Private Bank Settles in France
The settlement is the first sign of a thaw by French prosecutors pursuing Swiss banks, including UBS, which is also involved in a years-long investigation for similar allegations.
11/15/2017
New Issue of Investments & Wealth Monitor Focuses on Fiduciary Practices
Adhering to the best fiduciary practices ensures that the advisor-client relationship maintains the highest ethical standards
11/15/2017
Old Mutual Wealth reveals new name under major restructure plans
The Wealth Platforms division will feature the Old Mutual platform.
11/15/2017
Multi-Family Offices See Growth Spurt As Rich Get Richer
This Rise In MFOs Can Be Attributed To A Broader Shift Towards Lower Costs And Greater Transparency
11/15/2017
Credit Suisse International WM CIO talks millennials and global wealth patterns
The asset manager also explains why we should expect a wealthy middle class to emerge in India and how wealth managers should tackle the rise of the millennial generation.
11/15/2017
OM Asset Management Announces Launch of Secondary Offering
The public offering is being made pursuant to an effective shelf registration statement on file with the U.S. Securities and Exchange Commission.
11/14/2017
Key Bank Hits Stride in Wealth Management
Wealth management is Key Bank’s fastest-growing division, Merrill Edge improves its research and BNY Mellon consolidates its asset managers.