09/18/2018
Wealth management firm to create 12 jobs with office move
The new headquarters in Luke Lane, Brailsford, will keep many of the historic features of the corn stores barn conversion which was the former showroom of tile company, Stoneworks.
Wealth and Asset Management
09/17/2018
Hawksford refines its offerings and its corporate personality to build its presence in Asia
The needs of highnet- worth (HNW) clients in Asia are ever more complicated, requiring intricate structuring of their business and family affairs, which require a deep understanding of concerns and the wealth planning ‘toolkit’ of solutions.
09/17/2018
Credit Suisse heralds calmer years ahead as overhaul ends
Thiam’s pitch is that the bank would use its investment-banking expertise to serve the ultra rich and their companies.
09/17/2018
Standard Chartered Private Bank integrates tech and tradition for new UK Resident non-Domiciled service
Standard Chartered’s UK RND service uses technology based safeguards to automatically segregate cashflows.
09/17/2018
Germany's Berenberg sells Swiss private bank to investor consortium
The acquired business has 100 staff in Zurich and Geneva, offering private banking, asset management and family office services
09/16/2018
Do-it-yourself deals are all the rage among rich investors
Ultrawealthy look beyond hedge funds and private equity to making direct investments in businesses
09/14/2018
Private bank of the year: Citi
Asia Risk Awards 2018
09/14/2018
Mindsets and strategies: Helping HNW clients adapt to volatility and doubt
The discussion, which took place in Singapore on an off-the-record basis, provided a forum for wealth management peers to debate their approaches to the current state of the global economies and financial markets.
09/14/2018
Evercore Relocates its Trust Company Headquarters to Delaware
Evercore Trust Company, N.A. provides fiduciary services to families, foundations and endowments across the United States, in partnership with Evercore Wealth Management, LLC.
09/14/2018
Morgan Stanley Passes $25B in Impact Assets
In the six months, Morgan Stanley has launched two programs that have helped drive its platform’s success.
09/14/2018
Absa set to woo Africa’s super-rich
Bank to roll out in-country wealth and investment solutions.
09/14/2018
DBS Avoiding ‘Crazy Rush’ to Hire Private Bankers, Tan Says
Asia wealth firms are luring talent with offers of higher pay
09/14/2018
Close Brothers sells retail lending business
Close Brothers Retail Finance provides unsecured finance to consumers through retailers at the point of sale, and has worked with companies such as Jessops, Samsung and Cotswold Outdoor.
09/14/2018
Investec plots spin-off of asset management business
Move comes amid management overhaul at the South African banking group
09/14/2018
Goldman’s former president backed the bank’s 1MDB dealings, says a new book on the scandal
The book also said that Goldman structured 1MDB debt issues to secure out-sized profits
09/13/2018
2019 Comp: UBS Leaves Plan Mostly Untouched, Retains Strings on Bonuses
The firm is the second big U.S. brokerage firm to try to control expectations about the annual pay program
09/13/2018
This Top Financial Advisor Isn't Afraid To Tell His Rich Clients 'No'
Their approach: getting clients to think very long-term.
09/13/2018
Citigroup plans to nearly double Brazil-focused private-banker team
The unit also doubled its minimum asset level invested at the bank from a previous $5mn, following new global standards at the company.
09/13/2018
Equilibrium Asset Management enjoys consecutive eighth year of growth
Founder Colin Lawson praised staff at the wealth management firm who achieved more than £150m in net asset wins
09/13/2018
SJP shuns new CII exam in favour of in-house programmes
We have a comprehensive and structured chartered programme to ensure our advisers remain highly competent