02/19/2019
When the Ultra-Wealthy Give, It Is ‘Almost Like Starting a Business’
It’s no surprise that the types of charitable causes the two groups support overlap, with education the top cause for both.
Wealth and Asset Management
02/19/2019
Schwarz Gehard to move private client services to Austria amid Brexit fears
Brexit has prompted several firms to relocate their operations.
02/19/2019
'Big five' lenders eye wealth unit potential
So far the regulator has accepted similar applications from multiple commercial banks, while many others are also planning to do so.
02/19/2019
Société Générale in Partnership with Rugby Africa
Rugby Africa is one of the six regional associations of World Rugby, the international body that oversees the organisation of the Rugby World Cup.
02/19/2019
Mercer Advisors Acquires Arbor Asset Management
RIA Acquisition Expands Mercer Advisors' Presence in the Mid-West
02/19/2019
Next-Generation Philanthropy
The study also found that the older generations tend to give more to “traditional” sectors such as education and health, whereas younger generations accord greater value to causes relating to the arts and culture, the environment
02/19/2019
Geneva WM: it’s merge or die for small players
Since 2013, AWAP, which started with 3 members, has grown to 22.
02/19/2019
Ten Lifestyle Signs Concierge Service Contract With Absa Bank
We are delighted to have been selected by Absa to supply their private banking clients with our services.
02/19/2019
How wealth managers get access to private equity
These vehicles are traditionally structured as limited partnerships aimed at institutional and ultra-high net worth investors, says Tilney managing director Jason Hollands.
02/19/2019
Linda Mack Named Women in Wealth Advocate of the Year at 2019 Private Asset Management Awards
To have been chosen among the other outstanding women shortlisted for this award is truly an honor.
02/18/2019
Falcon to discontinue UK operations
Falcon will continue to provide custodian services to its UK clients, whose wealth management needs will be served by Dolfin upon completion of the transaction.
02/18/2019
Rathbones makes changes to Luxembourg range to prepare for post-Brexit distribution
Changing fund structure
02/18/2019
Super reforms hit AMP wealth management arm
The move would result in about $10 million of lost earnings to AMP's wealth management business in the 2019 financial year
02/18/2019
CBIRC Green-Lights a Fifth Bank’s Wealth Management Subsidiary
The new rules for WMP subsidiaries were aimed at supporting the real economy and strengthening risk management by separating banks from their wealth management businesses to do away with implicit guarantees that could endanger the financial system if inve
02/18/2019
Exchange Bank expands wealth management business with another acquisition
Joining Exchange Bank from American Trust and Savings Bank are Senior Trust Officer Cathleen Colgan
02/17/2019
Trusts remain out of favour with wealthy families
Tax and privacy concerns result in an ‘image problem’ for planning structures
02/17/2019
Gulf millionaires now more upbeat about global, regional economy
Region’s HNWIs believe their home markets are more lucrative
02/17/2019
Everything Goes Wrong for Billionaire's Successor at Stock Fund
Markets are throwing up some pretty remarkable opportunities to buy stocks,” 52-year-old Clifford said
02/15/2019
Key Private Bank awarded Best Private Wealth Manager Client Service from Private Asset Management
Key Private Bank receives second Private Asset Management award for client service
02/15/2019
Wealth manager makes third acquisition in a week
Foster Denovo has also made a move in the UK M&A market with the purchase of a Kent-based firm