02/25/2019
CreditEase Wealth Management Receives Three Best Wealth Manager Awards
Our "Three Golden Principles for Asset Allocation" remain a cornerstone for our wealth management business
Wealth and Asset Management
02/25/2019
Julius Baer eyes wealthy clients in Russia with local entity
Plans are on to hire six to eight relationship managers in this regard and win business in locations far from Moscow.
02/25/2019
Acquisition helps Rathbones assets reach £44bn
Wealth managers have had a difficult period.
02/25/2019
Economic Perspectives by Ruth Lea CBE
In this Perspective Ruth Lea, Economic Adviser to the Arbuthnot Banking Group, discusses the latest UK data
02/25/2019
Focus Financial to buy New York-based investment manager
“The transaction will contribute to the success of the combined entity by expanding the scope of investment and planning services, and allowing Atlas to better service and expand their client base.
02/25/2019
M&G rolls out sustainable multi-asset fund
Fund will use an exclusionary ESG process and invest up to 20% in impact assets
02/22/2019
Will the Lloyds-Schroders tie-up become the next SJP?
Commentators say it could rival SJP for drawing the ire of the advice industry
02/22/2019
The future of private banking in Switzerland
Private Banker International asks what is the future of private banking in Switzerland in 2019 and beyond.
02/22/2019
Singapore bank earnings disappoint on wealth, trading slump
OCBC’s net income unexpectedly fell 11 percent to S$926 million in the three months ended Dec. 31
02/22/2019
Julius Baer Is Hunting for Cautious Millionaires Within Russia
Bank is hiring staff in Russia after founding local entity
02/22/2019
Swiss banks still relevant in era of greater transparency, says UBP boss
UBP's emerging markets push into the Middle East and Asia has been helped by the acquisition of former Lloyds and Coutts businesses
02/22/2019
Aviva Investors' Flockhart buys into SJP in UK Listed Equity Unconstrained fund
Turned over 40% of fund
02/22/2019
Bahamas Financial services sector rebranded as “Clear Choice” for wealth management
“For international wealth planners, there is no doubt that IFCs will continue to play a very important role in the delivery of wealth planning tools to meet the needs and objectives of HNW individuals who seek to diversify investments.
02/22/2019
Rothschild Dynasty Targets Rich in Bid to Rebuild German Arm
French company to create second pillar at its German business
02/22/2019
RBC Wealth Management reports unchanged income for Q1 2019
RBC however concedes that these factors were held in check by the headwinds mentioned above.
02/21/2019
$1.3 Billion Top Financial Advisor Expects More Market Lows In 2019
Early within his career as a financial advisor, Condron found his talents in generational planning.
02/21/2019
LGT opens wealth management office in Thailand for high net worth investors
Located in downtown Bangkok
02/21/2019
Discretionary Accounts Gaining Popularity Among Asia's Millionaires
Asia's wealthiest are becoming more open to giving banks discretionary mandates in managing their wealth
02/21/2019
Comment: New law on validity of wills in Cayman offers 'far greater flexibility'
This is a welcome piece of legislation that expands the ways in which someone can validly execute a will governed by Cayman Islands law.
02/21/2019
Van Lanschot Kempen: 2018 net profit of over €80 million
Next steps in wealth management strategy defined