10/05/2018
Credit Suisse's Saudi Odyssey
The economic liberalization of the country would make it an attractive opportunity for banks, given its enormous oil wealth.
Wealth and Asset Management
10/04/2018
Citi Private Bank Cements Atlanta Presence
Atlanta office to serve as headquarters for Carolinas, Georgia, Alabama, Tennessee and Kentucky operations
10/04/2018
DBS Private Bank Focuses on ESG to Win Over Asia’s Next Generation Clients
Catering to this flexibility in outlook and growing interest in new opportunities, DBS has been building and conveying its vision of ESG investing.
10/04/2018
Lombard International launches new protection solution for HNW's
Families are increasingly looking to protect against the associated risks of longer term succession planning, especially where family assets are held in multiple jurisdictions.
10/04/2018
Frosty Headwinds Hobble UBS and Credit Suisse
Then, UBS' shares briefly climbed over 20 Swiss francs (they are currently sidelined at 15 francs), only to shed more than 10 francs in the following year.
10/04/2018
OMGI re-brands as Merian Global Investors
The new name is inspired by the life of the scientist, artist and adventurer Maria Sibylla Merian.
10/04/2018
Merian Global Investors announces partnership with Shakespeare’s Globe
Central to the firm’s belief is an understanding of the value clients place on their investments delivering in line with their expectations.
10/03/2018
Morgan Stanley Wealth Management Eyes Corporate Retirement Account Holders
The Wall Street bank’s wealth management division is improving services for plan sponsor employees
10/03/2018
Henley & Partners Publishes Comprehensive Guides to Swiss and Austrian Relocation
Because of their high levels of human development and peace and stability, as well as their strong international ties, Austria and Switzerland consistently feature near the top of both the Henley Passport Index and the Henley & Partners – Kochen
10/03/2018
Banks rush to lower threshold of wealth management products
Actions are in response to new government regulations regarding commercial bank services to individuals
10/03/2018
Schroders to take lion's share of Scottish Widows portfolio
But for the UK asset manager there was always a question mark whether it was worth taking the whole portfolio, someone close to the negotiation told Insurance Asset Risk.
10/03/2018
Lifting the lid on private banks' profitability
While last year may have been a record one for private banks, a report from McKinsey suggests this sector of the wealth market has plenty to fret about.
10/02/2018
China’s Family Inheritance Report Released, Golden Age for Family Wealth Inheritance
Chinese high net-worth individuals no longer consider whether or not they should plan for inheritance.
10/02/2018
HFMC Wealth acquires Generic Financial Management for £3m
Will help cope with ever-increasing regulatory burden
10/02/2018
Smith & Williamson merges with Irish rival
Deal is expected to increase turnover to more than €15m a year in the Republic
10/02/2018
Nicola Wealth Management Launches Infrastructure and Renewable Resource Fund
Nicola Wealth diversifies its offerings to include farmland, global infrastructure and other real assets
10/02/2018
Remodelling Singapore’s wealth management industry
In the race to deliver total financial solutions and advice to clients digitally, private banks will do well to manage digital transformation as a strategic risk
10/02/2018
US boutique family office breaks into London
As a result, single family office strategies are becoming excessively costly, inefficient and incapable of scaling for all but a few of the world’s wealthiest families.
10/02/2018
UK-based wealth manager selects Cybereason
"Cybereason is the only company that doesn't repurpose off-the-shelf-database technologies and generic machine learning algorithms."
10/02/2018
Andbank to close Bahamas private banking outpost
Andbank stated said the senior relationship managers and the portfolio manager of the Bahamas branch would continue working within the group.