10/02/2018
Remodelling Singapore’s wealth management industry
In the race to deliver total financial solutions and advice to clients digitally, private banks will do well to manage digital transformation as a strategic risk
Wealth and Asset Management
10/02/2018
US boutique family office breaks into London
As a result, single family office strategies are becoming excessively costly, inefficient and incapable of scaling for all but a few of the world’s wealthiest families.
10/02/2018
UK-based wealth manager selects Cybereason
"Cybereason is the only company that doesn't repurpose off-the-shelf-database technologies and generic machine learning algorithms."
10/02/2018
Andbank to close Bahamas private banking outpost
Andbank stated said the senior relationship managers and the portfolio manager of the Bahamas branch would continue working within the group.
10/02/2018
London-based investment firm becomes member of the Malta Stock Exchange
We already provide our international clients with UK investor visa solutions and plan to offer them a similar service for Malta.
10/01/2018
Macquarie Private Wealth sheds retail futures arm
Macquarie's private wealth division has proven to be a challenge for the company over the past five years.
10/01/2018
Private Banks: Where's the Loyalty?
And how do the banks perform in these areas?
10/01/2018
KW Wealth makes first acquisition since rebrand
Following the acquisition, Kingswood Holdings would have over £2.0bn of assets under advice, 20 financial advisors and more than 4,000 active clients.
10/01/2018
History-Making Deal for Acquisitive Listed Firm
For the 12-month period ended 31 March 2018, the combined businesses reported combined revenues of £3.8m and pre-tax profits of £180,000.
10/01/2018
Swiss Private Banks Urged to Partner in a `Complex' World
Swiss banking association chief spoke in a Singapore interview
10/01/2018
Hawksford opens in London following acquisition of corporate services provider
The deal comes just four months after Hawksford acquired Asian-based corporate services provider People & Projects.
10/01/2018
Brexit: What’s the Coutts investment view?
Even without Brexit on the horizon, we constantly monitor markets and our portfolios, and always stand ready to make changes if we see significant shifts.
10/01/2018
Rebranded wealth manager swallows IFA firm
Combined group will have more than £2bn in AUA
10/01/2018
Delaware Expands Investment Options for Trust Fiduciaries
The beneficiaries’ personal values may now be considered, which opens up investment opportunities.
09/30/2018
The return of the Pied Piper...
For more than 30 years, Mark Mobius has obsessed about emerging markets
09/28/2018
Bank of East Asia: expanding its wealth management offerings at home and in China
Both have a deep corporate and personal perspective on the growth of wealth in Asia and the expansion of BEA’s range of skills and services to cater for this growth, especially in the massive mainland Chinese market on Hong Kong’s doorstep.
09/28/2018
National Australia Bank's job axe swings at private bank
The job shedding is part of NAB chief executive Andrew Thorburn's plan to simplify the bank, which involves automating processes and increasingly moving to digital channels.
09/28/2018
UBS Private Wealth Advisor John Straus Named to Forbes List of Top Next-Generation Financial Advisors in 2018
The list includes 1,000 talented advisors born in 1980 or later who represent the future of the wealth management industry. John ranked number 79.
09/28/2018
The woman behind Nedbank's private banking
Zoganas holds 29 years' experience in the banking sector, and her vast expertise makes her a knowledgeable mentor to future leaders in the industry.
09/28/2018
JPMorgan Chase to Add 35 Branches in Florida in Next Three Years
Bank has doubled its branch footprint since entering Florida 10 years ago; will create 200 more jobs