09/27/2018
As trade war rumbles, China steps up opening of financial markets
China has accelerated the opening up of its capital markets this year to mitigate the negative impact (of the trade war)
Wealth and Asset Management
09/27/2018
ABA Wealth Advisors Pioneering Wealth Management
ABA Wealth Advisors formed because of a collaborative vision between Prithviraj "Raj" Dhandapani and William D. "Bill" King as a way to further serve more than 2,700 clients across the country.
09/27/2018
Julius Baer: Change in the Board of Directors
Andreas Amschwand will not be standing for re-election to the Board of Directors of Julius Baer Group Ltd. and of Bank Julius Baer & Co. Ltd at the Annual General Meetings 2019.
09/27/2018
Julius Baer and Nomura announce strategic partnership
This new equity investment by Nomura represents a significant step forward for both firms’ strategic ambition for the Japanese market and will provide Julius Baer access to Nomura’s high net worth franchise.
09/27/2018
Life after Citi Private Bank Asia Pacific
Trapped inside the Taj Mahal Palace Hotel during the terrorist attack a decade ago, this shocking event refocused former private banker’s direction in life
09/27/2018
MPS Investment Committee: Gavin Rankin, Citi Private Bank
The portfolio solutions team within Citi Investment Management oversees core, globally diversified multi-asset class portfolios for ultra-high net-worth clients of Citi Private Bank.
09/27/2018
John Hancock picks Pictet for new thematic fund
It will be managed by Pictet Asset Management’s Hans Peter Portner who heads the firm’s thematic equities team and Gertjan Van Der Geer, who is a senior investment manager on the thematic equities team.
09/27/2018
Mass exodus from Indian wealth management firm
Thirty-three ‘top line execs’ have jumped ship to join a new venture
09/27/2018
Accessing the offshore market for priority and HNWI customers
We deal currently with mostly HNWI and ultra-HNW clients and history has shown us that this category of the market is becoming more sophisticated and the right products and ideas need to be targeted to them.
09/27/2018
Brexit drama drives 7IM into defensive mode over UK
Earlier this year, investment trust managers were surveyed by the Association of Investment Companies.
09/27/2018
China Renaissance to Invest in Wealth Management, CEO Bao Says
He speaks with Stephen Engle on "Bloomberg Markets: Asia."
09/27/2018
UBS investment bankers fear for future as their star departs
Andrea Orcel was powerful advocate for unit that has been trimmed since the crisis
09/27/2018
J. Safra Sarasin Lifts Profit On Cost
The Swiss-based bank lifted revenue by more than 5 percent, while keeping spending virtually unchanged on the year.
09/27/2018
Philanthropy is more than an end-of-life donation: the nature of donors is changing
This wealth creation has happened as governments cut back on spending on social causes, especially since the global financial crisis a decade ago.
09/26/2018
Opportunity ripe for Dubai to attract more Chinese wealth
The Chinese are estimated to devour $1.5 trillion in overseas real estate within the next decade
09/26/2018
HSBC Singapore on hiring blitz to tap burgeoning Asia wealth
Bank plans to add over 400 staff as it aims to double total wealth from retail and private banking segments over next five years
09/26/2018
Jes Staley Stakes Barclays’s Future on Investment Banking
But the CEO will have to persuade activist investors to come along for the ride.
09/26/2018
BOK Financial’s Private Bank is changing its name to Private Wealth
The new name is more reflective of the wide variety of services that the team offers in a marketplace that increasingly demands more than simple banking services.
09/26/2018
Fiduciary Trust Wins 2018 WealthManagement.com Industry Award for Outstanding Achievement in Servicing and Management of Trusts
Fiduciary Trust's trust and estate professionals fulfill trustee and executor responsibilities that multiple generations of high-net-worth families can rely upon.
09/26/2018
Adviser Investments Among Barron’s ‘Top Independent Wealth Advisors’ for Sixth Consecutive Year
The Barron’s rankings serve as an industry scorecard for wealth management professionals and a resource for individual investors seeking financial guidance and wealth management.