06/05/2017
Clients Think "Goals-Based Investing" Equals Performance
Investors aren't sure what "goals-based" investing means, asset managers can't turn data into sales and a study funds that the UHNW hide 25 percent of their wealth.
Wealth and Asset Management
06/05/2017
UBS rebuilds in Brazil with acquisition of Consenso
The new wealth management operation will merge and be run by a combination of UBS management and Consenso founding partners.
06/05/2017
Among Millionaire Investors, Confidence Falls
The proposed federal budget was also cited as a factor, Financial Planning says.
06/04/2017
HNW Families Require Unique Approach to Fighting Cybercrime
Experts offer a three-step approach for HNW families that want to minimize cyber peril.
06/04/2017
Asset managers step up performance disclosures
Henderson and Premier change reporting methods after criticism of funds industry data
06/04/2017
HSBC and UBS staff among terror attack victims
Attacks at London Bridge across from the City of London left seven dead and almost 50 injured
06/02/2017
What every HNW needs to know about offshore trusts
The panel started with Hales, who gave a general introduction.
06/02/2017
Old Mutual Wealth completes buying UK wealth manager
Caerus consists of more than 300 advisers who are responsible for more than £4 billion of Assets under advice.
06/02/2017
Second acquisition in 48 hours completes £10m spending spree for wealth manager
The combined deals could eventually amount to more than £10m of investment on the part of the acquisitive AFH.
06/02/2017
Intertrust awarded best Independent Trust/Fiduciary Company
Our professional team is dedicated to providing quality and client-centric services to our private and corporate clients.
06/02/2017
Wealth Professional Awards winners revealed
Overall, the awards cut a wide swath across the financial industry, with winners in 20 categories drawn from all over Canada.
06/02/2017
Withers scoops multiple awards for wealth planning prowess across Asia Pacific
This suite of awards is the result of our team’s hard work and dedication, and we are honoured to be held in such high regard by the judges.
06/01/2017
Bank of Singapore to Raise Client Entry Threshold
The minimum amount a client must keep with the firm to qualify for its private-banking services will eventually be raised to $5 million in a few years’ time, from $2 million currently.
06/01/2017
Wealth manager makes seventh acquisition of the year
One-sixth of the initial payment is in AFH shares.
06/01/2017
Deutsche Bank to add more than 50 people to wealth management in Asia
Global banks have competed fiercely for wealth management talent in Asia in recent years as private wealth grows rapidly across the region.
06/01/2017
Hedging an edge: SYZ’s Vuignier on taking control
Vuignier believes there is plenty of growth to be had in the hedge fund space and has guided the firm to focus its attentions on the sector.
06/01/2017
7IM cash levels reach peak since Brexit
But he said UK shares have continued to rise, helped by their high exposure to overseas assets.
06/01/2017
Charles Stanley Completes Sale of EBS Management
Charles Stanley agreed to the sale on April 11, which is in line with the company's strategy to focus on its wealth investment management activities.
05/31/2017
EFG Asset Management adds global emerging markets strategy
The fund invests in high quality, large-cap companies in emerging market economies.
05/31/2017
Nedbank Private Wealth wins International Bank of the Year award
These awards are judged and selected by a balanced blend of industry experts