06/18/2019
Rival Wealth Centers Eye Hong Kong's Turmoil
The two traditional private banking hubs of Singapore and Switzerland are frontline candidates to take over what Hong Kong stand to lose.
Wealth and Asset Management
06/18/2019
Wealth manager launches new investment service for American ex-pats
The announcement comes on the day that American ex-pats have to file their tax returns and pay what they owe the US Inland Revenue Service (IRS).
06/18/2019
Invesco targets wealth market with £1 per client MPS
Invesco will launch a model portfolio service (MPS) this summer which uses proprietary Intelliflo technology.
06/18/2019
HSBC to Slash 32 Jobs in Lux
Trade unions and staff delegations have negotiated a social plan including measures to support employees with a view to professional reclassification, and financial compensation.
06/18/2019
Quilter backs planned ban on platform exit fees
It wants to see fund managers carry out “in-flight” share class conversions as investments are transferred to facilitate in-specie transfers.
06/18/2019
Deutsche Bank veteran joins Italy's IWBank PI as institutional clients manager
Mei joins IWBank from Deutsche Bank
06/18/2019
Millennials and investing: a detailed look at approaches and attitudes across the globe
The study identifies wider lifestyle choices and behaviours across this age bracket that may influence their relationship with saving and financial management.
06/18/2019
Opportunities for Private Clients in the British Virgin Islands
This can be a complex and time-consuming process, typically involving a substantial degree of correspondence between those involved, as well as potential translations of key documents, together with accompanying affidavits and an affidavit of foreign law.
06/18/2019
UOB Malaysia launches Shariah wealth management solution
UOB Malaysia’s Islamic wealth management solutions have also been designed for customers who prioritise ethical and socially responsible investing.
06/18/2019
DJ Carmichael being acquired by wealth manager
The acquisition announcement comes off the back of Shaw and Partners’ recent strategic partnership with Swiss Private Bank
06/18/2019
Swiss Wealth Managers Merge, Eye Expansion
Colombo Wealth has two branches in Zurich and Geneva
06/18/2019
MAI Capital Acquires Wealth Management Practice Catering to Pro Athletes
D.C.-area acquisition strengthens MAI’s athlete client offering, broadens geographic reach
06/18/2019
WM firm merges with Lugano boutique
The merger will combine individual portfolio management, family office services
06/17/2019
Kleinwort Hambros Wins ‘Outstanding Private Bank – UK Crown Dependencies’ PBI Award
Winners are chosen by a rigorous selection process before being appointed by an independent judging panel.
06/17/2019
Hong Kong's $1 trillion wealth management industry is endangered as tycoons move money out of the city.
It’s no longer a question of whether we have assets offshore,» she says.
06/17/2019
Why the wealthy are investing directly in private companies
For individual investors, the routes into private equity have become more sophisticated and varied
06/16/2019
ZEDRA Shortlisted for Digital Brand of the Year – Citywealth Brand Management & Reputation Awards 2019
Citywealth’s Brand Management & Reputations Awards recognise the branding and public relations efforts of some of the premier companies in the financial services industry over the last 12 months.
06/14/2019
UBS apologises for 'Chinese pig' comment amid social media furore
Western companies are seeing relations with China increasingly strained at times, as the trade war with the US escalates tensions.
06/14/2019
Wealth Enhancement Group Announces Acquisition
Lightyear Capital-Backed Wealth Management Firm's Acquisition of Independent Financial Advisory Business with $1.3 Billion in Client Assets is its Twelfth in the last Six Years
06/14/2019
Mariner Wealth Advisors acquires second Houston wealth management firm
The latest acquisition is Mariner's second in Houston.