11/01/2017
Fidelity Expands High Net-Worth Private Investment Program
Fidelity Private Investment Program offers disciplined investment approaches for high-net worth investors.
Wealth and Asset Management
11/01/2017
Thesis AM On Acquisition Trail As It Snaps Up Cambridge Fund Managers
Thesis' Acquisition Strategy Is Driven By A Management Buy-out In June
11/01/2017
Active Managers Should Welcome Cold Shoulder From Harvard MBAs
Decisions Of Top Graduates Emerge As Sound Contrarian Indicator
11/01/2017
Standard Chartered - Regulatory changes weigh on bland results
Income growth has returned this year, albeit disappointingly modest, and provisions for bad loans have declined dramatically
11/01/2017
Prudential's U.S. life business enters private wealth market
Global consultancy firm Capgemini defines high net worth individuals as those with investable assets of $1 million or more, excluding their primary residence, collectibles and consumables.
11/01/2017
BTG Pactual has no plans to cash in $300 mln EFG gain
The BSI deal helped EFG nearly double in size to compete better in Switzerland’s crowded private banking market.
11/01/2017
Brooks Macdonald to provide DFM services to Generali Worldwide clients
The investments will be held in segregated accounts, of which the asset manager will be the custodian.
10/31/2017
Banks will step out of wealth: Medcraft
He said following the divestment of funds management, wealth management and insurance businesses the banks will face several challenges.
10/31/2017
Wealth Advisors Find New Partner In Success With SDIRA Wealth
This service has been in high demand from investment advisors, wealth planners, and other offices over the last 18 months and has reportedly spurred an evolution for the company, which exclusively offers its service and product through non-competitive, pa
10/31/2017
Coutts Launches Offset Select Mortgage
Borrowers can elect to use up to 10 multi-currency deposits held by a Coutts-banked family member, or connection
10/31/2017
Behind Credit Suisse's $1 Billion Lehman Fight, a Risky Trade
The transaction gave Credit Suisse a shot of cash during a difficult period, while allowing it to forge ahead with a legal battle for the full amount it said it was owed.
10/30/2017
Credit Suisse Splits and Spin-Offs Inevitable
Deutsche Bank aims to split off its asset management and sell it to investors.
10/30/2017
ING Unveils New Branch Concept That “Feels Like Home”
The Client House Has A Community Wall, Where Local News And Events Can Be Announced
10/30/2017
Investec again best private bank in SA
The Investec Private Bank Account was the first to combine the benefits of credit card and transactional accounts.
10/30/2017
Stifel to acquire wealth manager
Established in 1902 and headquartered in Chicago, Illinois, Ziegler Wealth Management has 57 private client advisors in 12 branches
10/30/2017
Pictet Trims Hedge Fund Allocation for Cheaper Quant Strategies
“One of the biggest concerns of our times is that we live in a world of lower expected returns, so we need to save wherever we can.”
10/30/2017
RBC earns five wealth management honours at industry award galas
RBC is the first Canadian financial institution to bring this type of digital enablement to investment advisors.
10/30/2017
Legacy Planning Is Changing
Lessons learned from family offices, private banks and best-of-breed independent advisors.
10/30/2017
Morgan Stanley Announces New Talent Investment Strategy to Deliver Added Value to Clients
Morgan Stanley will exit the Protocol for Broker Recruiting.
10/30/2017
Standard Life Aberdeen faces $10bn in withdrawals since merger
Its record over the first nine months of the year is also worse than any other European-headquartered asset manager, the pair found.