08/20/2017
Rathbones plots £2bn merger with wealth rival
A tie-up between will create a wealth manager with more than £50bn under management
Wealth and Asset Management
08/18/2017
Private Banking's Big Challenge
This is the finding of a bi-annual private banking study published by zeb consultants.
08/18/2017
Mercer's expansion picks up pace with $100M deal
The Mercer team functioning across multiple departments, such as investments, marketing, training, accounting, IT, and compliance, can relieve advisors of middle- and back-office responsibilities and provide leverage for planners to expand and service the
08/18/2017
Mideast private bankers getting hot on Saudi Arabia
The world's biggest exporter of crude showing signs of recovery
08/18/2017
Mission Wealth Recognized as one of America's Fastest-Growing Private Companies
The Inc. 5000's aggregate revenue is $206 billion, and the companies on the list collectively generated 619,500 jobs over the past three years.
08/18/2017
Westpac halts $14bn asset manager sale
Westpac has said it will continue to assess sale options
08/18/2017
Old Mutual Wealth chief: I was not prepared to announce more platform delays
I took that decision and I am responsible for it
08/17/2017
Region's economic diversification gives way to resurgence of wealth managers
The number of affluent high net worth individuals is forecast to grow by 39 per cent over the coming decade
08/17/2017
Who are Asia’s top private banks and wealth managers in 2017?
The Asset here announces the winners of The Asset Triple A Private Banking and Wealth Management Awards 2017.
08/17/2017
The importance of corporate structuring
The rise Middle Eastern superyacht owners embracing corporate structures exemplifies their significance.
08/17/2017
AUSTRALIA: Numbers and needs of female HNWs set to grow
The number of HNW women is even more likely to grow.
08/17/2017
RLAM reports 357% rise in inflows in 'more stable' 2017
Funds under management for the business reached £106 billion during the period, up from £100 billion at 31 December 2016.
08/17/2017
St. Galler KB: Buoyant Asset Management
Trading income added even 39 percent, while interest income declined slightly.
08/17/2017
Bank Linth: Strong First-Half Trading
The improvement of its performance became possible not least thanks to an improvement of interest income, higher commissions and fees as well as trading.
08/17/2017
Momentum Wealth Int’l adds ETFs to platform range
Momentum is part of MMI Holdings, the third largest listed insurer on the Johannesburg Stock Exchange.
08/17/2017
WHIreland Int’l rebrands amid bid to become ‘IoM’s largest wealth manager’
The move also underlines the international focus of the Isle of Man business and sets it apart from the WHIreland Wealth Management division in the UK, the company said.
08/17/2017
UBS Wealth raises forecasts for French GDP
UBS Wealth said high levels of business and consumer confidence will translate into higher investment and consumption.
08/16/2017
Alibaba-Backed Wealth Firm Opens
Its Ant Financial arm also offers a wealth management app.
08/16/2017
Female Clients Need Encouragement, Validation from Advisors
Women face many additional challenges when it comes to wealth management.
08/16/2017
A-share firms bank on wealth management products to boost books in slowdown
A-share firms’ holdings of wealth management products have risen from 7.1 billion yuan in 2012 to 743 billion yuan so far this year