06/04/2019
Goldman sees growth in mass-affluent advising, corporate cash deposits
The firm has said it expects about $100 million in expense savings from using a home-grown product to manage its own cash.
Wealth and Asset Management
06/04/2019
Even high-net-worth clients are living paycheck to paycheck
Scroll through to see how clients how clients are saving and investing depending on their assets and at each stage of life.
06/04/2019
Unigestion plans wealth management push following asset gathering
Lloyd Reynolds, head of UK and Ireland at Unigestion, told Investment Week that side of the company is "quite a sizeable business in the UK".
06/04/2019
Three Zurich WMs join forces to launch new firm
The three founders are open to other wealth management firms joining Fred Financial Data, according to the statement.
06/04/2019
Wealth management firm buys two NW counterparts
Leicester-based Bankfield and Devon-based SWFP, both specialise in holistic financial planning and wealth management.
06/04/2019
Private bank welcomes 63% income growth during 2018
The capital bank also in April of this year saw shareholders invest a further £9.8m in the business.
06/03/2019
Wang Dian: «They Call Us China's Lombard Odier»
The timing couldn’t have been better, as the newly-minted Chinese High-Net-Worth Individuals (HNWI) began to appreciate the independence of investment advice amidst multiplying products and providers.
06/03/2019
Rich keeping large chunk of their wealth in UAE
More demand for lifestyle-related private banking services, private wealth solutions being witnessed
06/03/2019
Credit Suisse CEO dismisses European bank mergers as 'solution'
The failed merger talks between Germany’s two biggest lenders prompted speculation of deals with other European banks, including UBS.
06/03/2019
UBP partners with Rothschild & Co to launch private equity fund
Rothschild & Co currently manages a set of private equity and private debt funds with more than CHF 12 billion in assets.
06/03/2019
The sustainable finance revolution – your questions answered
Our expert on why banks must help safeguard the future of our planet
06/03/2019
Adviser consolidation sparks fee debate
Quilter's acquisition of the Aim listed business is expected to complete during the second quarter of 2019, with the deal voted in by Lighthouse shareholders earlier this month.
05/31/2019
EFG International launches share buyback programme
The shares will be purchased in the open market between 03 June 2019 and no later than 30 June 2020
05/31/2019
What Wealthy Clients Want From Advisors
The advisor must be able to meet those standards if he or she expects to recruit and retain those with lots of assets.
05/31/2019
The Wealth Management Industry Challenge: Enhancing the Effectiveness of RMs
There is a lot of complacency and everyone is going to be killed by a thousand tiny cuts, he warned, advising that banks need to take a radical look at their performance and the success or lack of their models and their people and adjust all at one go, no
05/31/2019
How wealth management firms can prepare for turbulent times
Family offices vary hugely in their size and scope, however irrespective of this they should prioritise agility as well as streamlining their service, rather than trying to be experts in everything.
05/31/2019
Winners Of WealthBriefingAsia Awards 2019
Congratulations to all involved from the WealthBriefingAsia team.
05/31/2019
How Tech Opportunities Are Connecting Wealthy Chinese Investors to U.S.
People fail to understand that China is actually an emigration-friendly nation and about half of high-net-worth individuals in the country want to leave,” says Andrew Henderson of Nomad Capitalist
05/31/2019
2019 Wealth Professional Awards winners announced
Hundreds of standout industry professional attended the event to recognise their peers and celebrate their achievements over the past 12 months.
05/31/2019
Charles Stanley restructuring to cost £9.5m
But the company stated the restructure should yield "immediate cost reductions" expected to build up annualised savings in excess of £4.5m from the financial year 2022 onwards.