01/03/2019
Wealth Management Firm Makes Acquisition of Tax and Advisory Practice
By partnering with Dakota Wealth Management, we now have the opportunity to expand the scope and value of the services we provide our clients.
Wealth and Asset Management
01/03/2019
Wealth management firm boosts revenues and slashes loss
Its first published figures revealed an adjusted EBITDA loss of £3.66m for the year to April 30, 2016.
01/03/2019
Money managers face reduced margins in 2019
The shifts to lower fees mean asset managers have had to find other ways to maintain margin.
01/03/2019
Proportion of HNWIs investing offshore rises
Senior wealth analyst, Heike van den Hoevel, said understanding why HNW investors offshore their wealth was paramount to capitalising on the rising proportion of offshore wealth.
01/03/2019
Julius Baer: All the King's Men
These are not skills that lend themselves to an investment products and services role, and the headhunter stresses Humair would be in his element back in a client-facing role.
01/02/2019
INDIA: Wealth management to become fee-based
The new generation is more receptive to new ideas and is very comfortable asking for advice.
01/02/2019
Credit Suisse to boost investments in semi-liquid funds
Credit Suisse has made a very distinct shift in strategy and has shifted more of the capabilities of the bank towards Asia.
01/02/2019
Charles Stanley’s Redwood is knighted in New Year Honours
Sir John, who has worked for many years in City-based investment firms, was awarded a knighthood for his work in both the political and public service worlds.
01/02/2019
The 'silver tsunami': Ten nonagenarians who shaped Asia in 2018
Mahathir's election made him the poster boy for 90-year-olds
12/31/2018
Who are Southeast Asia’s mass affluent and why do they matter?
We were quite surprised to see how relatively homogenous the mass-affluent consumers are
12/31/2018
Israel Is Undergoing A Female Banking Revolution, Russak-Aminoach Leads The Way
Russak-Aminoach met her husband Re’em while studying in Tel Aviv.
12/31/2018
International financial centres crucial to fintech regulation
Offshore business has grown swiftly since the 1960s. Today, international financial centres are a critical part of the global economy, providing a space for new industries to thrive
12/31/2018
How Sanlam Donates 365 Days to Charity Every Year by Penny Lovell
It was great to have raised donations in sponsorship for the event
12/28/2018
1291Group Expands in Asia
1291Group now has a group of 15 partners – it started with eight this year.
12/28/2018
Four Reasons More Families Should Invest In Private Tech
When family investment portfolios lack allocation to private tech, it's a missed opportunity both for the families and the tech entrepreneurs in need of investment capital.
12/28/2018
A Lost Year in Swiss Private Banking
That hurts private banks' revenue, which is driven in part by fees charged when clients trade.
12/28/2018
Hampden & Co adds digital banking to its services
Move comes a week after the Edinburgh-based private challenger bank was one of a group selected for the RBS Incentivised Switching fund
12/28/2018
Wells Fargo adds more EU offices in Brexit plans for fund management
Wells Fargo makes Brexit plans for its funds arm, following a new banking license in Paris in October
12/28/2018
High net worth, mass affluent offer private banks best potential
Despite volatile 2018, UBS, Bank of Singapore, Credit Suisse, HSBC and others enjoyed robust net inflows
12/28/2018
The Private Banks That Disappeared in 2018
The industry includes some 100 institutes, compared with 140 in 2013.