02/04/2019
Rothschild takes on corporate brokers with new unit
Move comes as companies try to deal effectively with more vocal investors
Wealth and Asset Management
02/04/2019
Geneva WM to launch wealth transfer programme
Families can choose to take either the whole course or just one of the modules.
02/04/2019
Quilter soft launches fund platform with employee cash
Quilter's long-running replatforming project has reached a ‘big milestone’ with the company now beginning the soft-launch point of the migration project. This soft launch will see Quilter’s staff testing the functionality of the n
02/04/2019
Vistra Completes Rebrand of US Global Growth Expert
Vistra Completes Rebrand of US Global Growth Expert Radius
02/01/2019
Ameriprise Commits to Wealth Management Growth After Flat Hiring Year
Ameriprise’s Columbia Threadneedle asset management division lost assets during the quarter due to equity market depreciation that prompted clients to withdraw $4.7 billion.
02/01/2019
Schroders acquires independent Asian wealth manager
The financial terms of the acquisition are not disclosed. The transaction is expected to complete in Q2 2019.
02/01/2019
Kingswood Holdings swoops on Oxfordshire based advisor
The company is paying £3.3mln in two tranches for Thomas & Co, which has 500 clients and £150mln of assets under advice
01/31/2019
Quilter buys another two advice firms
The firm’s financial planning director, Nick Heys, will stay with Quilter as a financial planner.
01/31/2019
UBS bets on investment banking, wealth tie-up in bid for growth
Prior to taking on the bank's regional leadership in wealth management last year, Novakovic headed the Zurich-based lender's Swiss investment banking and corporate client businesses
01/31/2019
Hart Pacific to Open an office in Singapore Within 2 Years
Singapore is uniquely placed to become a major fixed income hub in South east Asia
01/30/2019
Santander Puts UBS on Notice
Santander had long been a key client of Orcel
01/30/2019
2019 Wealth Management Trend Watch By Kendra Thompson
A rich hybrid experience is emerging, with more sophisticated digital tools available for advisors.
01/30/2019
Zurich boutique announces 2018 preliminary results & board changes
At the 2019 Annual General Meeting, the currently serving directors Veit de Maddalena, Daniel Sigg and Rupert Hengster will be standing for re-election and Katrin Wehr-Seiter and Urs Schenker will be proposed for election as new members of the board.
01/29/2019
How to #InvestForGood and motivate women to #TakeCharge and #OwnTheirMoney
DSP Group has rebranded with a renewed focus on social responsible investing and providing advice to women
01/29/2019
Private Wealth Management in Hong Kong : Part 2 of our SURVEY 2019
There is a broad consensus that the whole industry must become more professional and invest in more technology and digitalisation.
01/29/2019
That’s rich: sales of £15m-plus properties surge as super-wealthy pick up ‘bargains’
In 2017 there were just 51 sales in this price bracket, with a total value of £1.4bn, Savills said.
01/29/2019
AllianceBernstein to bring private wealth group to Nashville, considers local investment team, CEO says
Portfolio managers, along with high net worth business and sell-side research team, were expected to stay in New York, officials said at the time.
01/29/2019
Credit Suisse expands external asset management business
Kogler joined Credit Suisse in the autumn of 2018.
01/29/2019
Hargreaves Lansdown eyes £1 trillion wealth opportunity
Hill believes the business is well positioned to continue to prosper despite the market uncertainty.
01/29/2019
Canaccord Genuity buys Midlands adviser
Canaccord Genuity expands its regional UK coverage with the addition of an award-winning financial advisory firm