05/29/2019
Cavalli on Private Banking in Asia: Vast Opportunity Beyond Profound Challenges
He met with Hubbis to outline his vision of the bank’s role in what he envisages as the private banking landscape of tomorrow in Asia.
Wealth and Asset Management
05/29/2019
Profile: ‘Awards show our staff they are part of our success story’
Pearce says the faces of his staff lit up when they knew they realised they were in with a chance of winning an award.
05/29/2019
TMD & Associates To Join Focus Partner Firm One Charles Private Wealth
Through this transaction, TMD and One Charles will integrate their collective resources and expertise to enhance the service offerings to their clients.
05/29/2019
Is This Asia’s Best Paid Job?
It’s boom time again for the continent of 4.5 billion souls, and Asia’s asset management is in hyper-growth mode.
05/29/2019
Wealth managers' use of segregated funds will fuel rise of low-cost active portfolios
Growth amid fall in funds under management
05/29/2019
Canaccord Genuity makes strategic investment in AI-powered hedge fund
The investment will enable Castle Ridge to expand its distribution channel with Canaccord Genuity Wealth Management, which manages over $60 billion in client assets in Canada, the UK & Europe and Australia.
05/29/2019
Private capital finding a home in Guernsey’s private equity industry
New structures and solutions are becoming increasingly common to attract the particular demands of this market.
05/29/2019
Deutsche Bank Wealth Management enters UK mortgage market
We want to build a wealth management business here in the UK
05/29/2019
Invesco Switzerland CEO: how we adapted to the Swiss market
We’re the right size at the moment
05/29/2019
NASCAR driver Parker Kligerman comes full circle with eSports team ownership
Kligerman is no stranger to simulated racing
05/28/2019
Geneva WM looks to hire bankers
The firm currently has CHF 1.5 billion assets under management, is supervised by Finma and is registered with the SEC.
05/28/2019
Landmass join forces with Monaco Wealth Management
As buyers are becoming more and more discerning, Landmass is now taking a new approach of supporting established investors and developers with improvements to their schemes.
05/28/2019
CCB, ICBC launch WM subsidiaries in China
The new wealth management subsidiaries may provide business opportunities for foreign players that have a private fund management licence in China.
05/28/2019
Lombard Odier on Raisings the Sights of HNW Clients to Focus on Genuine Succession Planning
Lee believes communication is the fundamental starting point for effective family wealth management
05/28/2019
Distinction between private and institutional clients is fading
This convergence shows in several ways.
05/28/2019
Family business wealth and protecting it on divorce
When a couple divorce and there is family business wealth in common, protecting that wealth requires special consideration. Charmaine Hast of lawyers Wedlake Bell offers some analysis
05/28/2019
New specialist finance provider appoints VAS Group
Its property financing service offers the full range of property finance facilities, and aims to build long-term relationships with clients and introducers, bringing a bespoke private banking philosophy to the specialist finance market, it says.
05/28/2019
UK wealth manager makes first foray into US
Deal will give it the ability to ‘scale and cross-sell its services internationally’
05/28/2019
Half-year Profits Surge For Wealth Management Firm
The company's revenues also jumped 61 per cent from £22.7m to £36.6m.
05/28/2019
SJP vows to stick with Woodford
Mr Woodford’s remit in managing separate funds for SJP clients differs from the way he manages the Woodford Equity Income and Income Focus funds that are available to non-SJP clients.