06/05/2019
Edmond de Rothschild launches a new fund for energy and environment
The fund is aiming for a total commitment of €250 million raised by the end of 2019.
Wealth and Asset Management
06/04/2019
Private banking enters a golden age
The total assets under management also surged 21 percent year-on-year to more than 11 trillion yuan.
06/04/2019
HORNE Wealth Advisors to Join Focus Partner Firm Buckingham Strategic Wealth
This transaction is expected to close in the third quarter of 2019, subject to customary closing conditions.
06/04/2019
The Search for Value in Asian Equity Markets and Methods to Mine those Returns
Another expert who handles the distribution of structured products and bonds as part of a global bank explained some key trends his bank is promoting.
06/04/2019
Unigestion plans wealth management push following asset gathering
Increasing UK footprint
06/04/2019
Goldman sees growth in mass-affluent advising, corporate cash deposits
The firm has said it expects about $100 million in expense savings from using a home-grown product to manage its own cash.
06/04/2019
Even high-net-worth clients are living paycheck to paycheck
Scroll through to see how clients how clients are saving and investing depending on their assets and at each stage of life.
06/04/2019
Unigestion plans wealth management push following asset gathering
Lloyd Reynolds, head of UK and Ireland at Unigestion, told Investment Week that side of the company is "quite a sizeable business in the UK".
06/04/2019
Three Zurich WMs join forces to launch new firm
The three founders are open to other wealth management firms joining Fred Financial Data, according to the statement.
06/04/2019
Wealth management firm buys two NW counterparts
Leicester-based Bankfield and Devon-based SWFP, both specialise in holistic financial planning and wealth management.
06/04/2019
Private bank welcomes 63% income growth during 2018
The capital bank also in April of this year saw shareholders invest a further £9.8m in the business.
06/03/2019
Wang Dian: «They Call Us China's Lombard Odier»
The timing couldn’t have been better, as the newly-minted Chinese High-Net-Worth Individuals (HNWI) began to appreciate the independence of investment advice amidst multiplying products and providers.
06/03/2019
Rich keeping large chunk of their wealth in UAE
More demand for lifestyle-related private banking services, private wealth solutions being witnessed
06/03/2019
Credit Suisse CEO dismisses European bank mergers as 'solution'
The failed merger talks between Germany’s two biggest lenders prompted speculation of deals with other European banks, including UBS.
06/03/2019
UBP partners with Rothschild & Co to launch private equity fund
Rothschild & Co currently manages a set of private equity and private debt funds with more than CHF 12 billion in assets.
06/03/2019
The sustainable finance revolution – your questions answered
Our expert on why banks must help safeguard the future of our planet
06/03/2019
Adviser consolidation sparks fee debate
Quilter's acquisition of the Aim listed business is expected to complete during the second quarter of 2019, with the deal voted in by Lighthouse shareholders earlier this month.
05/31/2019
EFG International launches share buyback programme
The shares will be purchased in the open market between 03 June 2019 and no later than 30 June 2020
05/31/2019
What Wealthy Clients Want From Advisors
The advisor must be able to meet those standards if he or she expects to recruit and retain those with lots of assets.
05/31/2019
The Wealth Management Industry Challenge: Enhancing the Effectiveness of RMs
There is a lot of complacency and everyone is going to be killed by a thousand tiny cuts, he warned, advising that banks need to take a radical look at their performance and the success or lack of their models and their people and adjust all at one go, no