10/30/2017
Investec again best private bank in SA
The Investec Private Bank Account was the first to combine the benefits of credit card and transactional accounts.
Wealth and Asset Management
10/30/2017
Stifel to acquire wealth manager
Established in 1902 and headquartered in Chicago, Illinois, Ziegler Wealth Management has 57 private client advisors in 12 branches
10/30/2017
Pictet Trims Hedge Fund Allocation for Cheaper Quant Strategies
“One of the biggest concerns of our times is that we live in a world of lower expected returns, so we need to save wherever we can.”
10/30/2017
RBC earns five wealth management honours at industry award galas
RBC is the first Canadian financial institution to bring this type of digital enablement to investment advisors.
10/30/2017
Legacy Planning Is Changing
Lessons learned from family offices, private banks and best-of-breed independent advisors.
10/30/2017
Morgan Stanley Announces New Talent Investment Strategy to Deliver Added Value to Clients
Morgan Stanley will exit the Protocol for Broker Recruiting.
10/30/2017
Standard Life Aberdeen faces $10bn in withdrawals since merger
Its record over the first nine months of the year is also worse than any other European-headquartered asset manager, the pair found.
10/30/2017
BNY Mellon Wealth Management Named Best Private Bank in U.S. for Customer Service
The awards recognize and reward excellence in wealth management.
10/30/2017
St James’s Place announces fund shake-up
Wealth manager St James’s Place has announced a shake-up of its fund range. A new fund investing in Japanese equities, and a Global Growth fund, are to be launched. The Japanese fund will be managed by Yoshihiko Ito of Nippon Value Investors, base
10/29/2017
AllBright is launching a private members club for female founders
AllBright is now setting up a private members club called "The AllBright" for working women.
10/29/2017
China Shifts Course, Is A Global Financial Crisis Brewing?
Financial bubbles are the consequence.
10/29/2017
Confideal announces cooperation with wealthman wealth management platform
Confideal will help WealthMan increase security and reduce the costs of operations with commodities and assets by implementing smart contract templates into their platform.
10/27/2017
Old Mutual International wins 16 awards
International Investment’s International Fund & Product Awards attracted a record number of applications this year
10/27/2017
AMP on track as wealth management arm’s assets under management lift
Total Australian wealth management AUM increased A$211m to $125.3 billion, reflecting positive investment returns.
10/27/2017
UBS beats expectations with 16% rise in Q3 pretax profits
UBS confirmed as Diversified Financial Services and Capital Markets industry group leader by Dow Jones Sustainability Index for third year running
10/27/2017
RBS Private Banking Q3 2017 Results
An operating profit of £66 million, £16million, or 31%, higher than Q3 2016. Adjusted operating profit of £69 million was £15 million, or 28%, higher than Q3 2016.
10/27/2017
Edelweiss Private Wealth Management Bags 'Best Wealth Manager - Rising Star, India'
The Asset awards are Asia's preeminent recognition for those that have excelled in their respective industries.
10/27/2017
UBP Launches New Sovereign Bond Strategy
UBP Has Added To Its Emerging Market Fixed Income Capabilities With The Launch Of Emerging Market Sovereign Bond
10/27/2017
Citi Private Bank Receives Top Honours
It is an absolute honour to be recognised for these prestigious awards.
10/27/2017
OMGI makes research payment decision as deadline looms
External research remains of the utmost importance to our business.