02/14/2018
Bank of Nova Scotia Makes a Big Push Into Wealth Management
When the deal closes, Bank of Nova Scotia will have upwards of $160 billion in assets under management
Wealth and Asset Management
02/13/2018
Royal commission: opening salvo puts big banks on notice
The financial system will achieve this goal if it operates in a manner that is efficient, resilient and just.
02/13/2018
DBS, NTU partner to train next generation of Singapore wealth managers
The programme will begin accepting students from August this year, and aims to accept up to 50 students per academic year.
02/13/2018
Credit Suisse Is Expected to Report a Third Annual Loss
U.S. tax changed expected to push bank to third annual loss
02/13/2018
PAM AWARDS: InvestEdge Named Best Reporting Solution
The PAM Awards, organized by Private Asset Management magazine, are designed for investment professionals and wealth advisors, operating within the private asset management industry and are held annually.
02/13/2018
PAM AWARDS: Dynasty Financial Partners Wins 2018 Award
The PAM Awards are a much sought-after industry accolade, and Dynasty has now won seven PAM Awards since 2012.
02/13/2018
Indosuez Wealth Management goes digital but stays personal
Retail banking is the heart of Crédit Agricole, and the group really wants to develop in markets that are really close to its own culture and geographical reach, so going to Greece was a bit far away.
02/13/2018
Regional Stars Awards 2018: North shortlist revealed
We reveal the five offices to make the North of England shortlist in our annual regional wealth manager awards.
02/12/2018
Amundi targets place in top-tier global asset managers
French group reports strong profits growth and raises 2020 targets
02/12/2018
PAM AWARDS: Key Private Bank Awarded 'Best Private Wealth Manager Overall'
The judges consisted of an independent panel of industry experts, who evaluated a mixture of qualitative and quantitative performance indicators to select the winners.
02/12/2018
The best private banks and wealth managers in South Africa
Private banking is defined as financial services targeted at individuals who have over $1 million in investable assets, Euromoney said.
02/12/2018
Mumbai 12th richest city globally; total wealth at USD 950 billion
Mumbai, also features among the top 10 cities in terms of billionaire population.
02/12/2018
DBS Seals ANZ Wealth Deal
DBS acquired the Australian bank's wealth management arm inSingapore, Hong Kong, China, Taiwan and Indonesia 16 months ago.
02/12/2018
When HNW clients have vastly different approaches to money
Challenges surface because couples tend to have different risk tolerances.
02/11/2018
Milken left red-faced by own goal
In contrast, Milken, 71, put his foot in it while trying to be obsequious.
02/10/2018
IBQ named ‘Best Private Bank in Qatar’ by Global Finance
The bank managed to build an innovative portfolio of investment solutions and product offerings for the benefits of influential high net worth and ultra-high net worth families in Qatar.
02/10/2018
Per Neil Shekhter, The Foreign Investment In The U.S. Luxury Real Estate Market Explodes
Report from this organization also revealed that 5 foreign countries contributed most to investment into the residential arm of United States real estate.
02/09/2018
Old Mutual launches excess income trust and calculator
Old Mutual Wealth and Old Mutual International have both launched a new innovative Excess Income Trust solution and online tool to help clients benefit from the ‘normal expenditure out of income’ exemption, providing a simple and tax efficient
02/09/2018
Wealth structures: Are they still in favour?
In a tougher regulatory world and one where our digital footprints appear largely indelible, the theory is that tight, professionally honed structures are the way forward.
02/09/2018
Raymond James Rolls Out Tool for Gathering Client Asset Data
Everplans’ primary business is now wealth managers who offer the platform to their clients, and the company already works with more than 50 advice firms, WealthManagement.com writes.