12/17/2018
Why India's Wealthiest Families are Setting Up Family Offices
However, the family office space is still quite nascent in the region.
Wealth and Asset Management
12/17/2018
UBS Asset Management UK real estate debt fund reaches conclusion of investment period with over GBP338 million of completed lending
In line with its stated strategy, UBS-PREMF has lent to a wide range of borrowers across a diverse mix of asset classes.
12/17/2018
In Asia, Rockefeller Foundation wants to invite 'unusual actors' to the table
With only two people in the Asia regional office, Rockefeller doesn’t plan to expand its staff size to deliver on ambitious plans.
12/14/2018
WGC Wealth looks to break into the top 5, says CEO Atul Singh
Singh maintained that being a late entrant into the wealth management space was not a handicap for WGC Wealth as there is still a big market for “high quality financial advise” in the country.
12/14/2018
State of the Family Wealth Industry Report Released
This new publication, which is our 25th Alliance Research report, chronicles the ecosystem of the family wealth industry.
12/14/2018
Scotia Wealth Management receives Global Private Banking honour
The Private Bank Awards were selected by Global Finance's editorial board with input from executives and industry insiders.
12/14/2018
Two-thirds of European UHNWIs believe market still has room to grow
Whilst many ultra-high net worth clients have become less confident about the outlook for global stock markets since JP Morgan Private Bank’s Spring Private Client Survey, many still see late-cycle opportunities.
12/14/2018
Private wealth in Australia booms to $6.1 trillion and $279,000 per Aussie
This makes Australia the world’s ninth largest wealth market according to total wealth held
12/13/2018
UBS expands with new partnership
CBRE Clarion will now incorporate our property securities fund and we are entering into a new partnership with Yarra Capital management who, as of today, will be taking over the management of our large caps funds and small cap funds on behalf of UBS clien
12/13/2018
Ambitious expansion plans for Singaporean wealth manager
For wealth managers to stay ahead of the curve a unique selling point is a must, this could be access to superior technology, cost advantages or a broader, smarter product range
12/13/2018
Pictet Wants Bomb Makers Cut Off From Finance
The weapons targeted by the initiative cause indiscriminate or disproportionate harm and their use is banned or restricted under international conventions, Pictet said.
12/13/2018
Nordic group sheds half of wealth unit in strategic deal
Catella’s ownership in the joint venture structure is expected to generate positive cash flow
12/13/2018
Calamos Wealth Management Expands New York Office
He was previously a senior vice president and wealth advisor at Neuberger Berman
12/13/2018
Re-Engineering the Wealth Management Offering in Asia: Products and Platform
Another expert noted the evolution of wealth management towards what he called a much more convenient and client-centric model.
12/13/2018
Chilean financial services firm launches family office
It will advise on products ranging from securities to alternative investments, as well as access to global managers through BNY Mellon's Pershing.
12/13/2018
Credit Suisse announces 1-1.5 billion Swiss franc share buyback
As a result of known actions that are under our control, we expect to achieve at least a 10 percent return on tangible equity in 2019.
12/13/2018
Brewin adds to south east exposure with Basingstoke buy
'In future, you will benefit from the broader support and resources of Brewin Dolphin including the insight of their in-house research team.'
12/13/2018
GAM reports AUM drop and expects 2019 to be worse
As GAM continues to simplify the business, the Board of Directors has decided to reduce the size of the GMB from nine to seven members.
12/13/2018
China's Savings pot teases Global Wealth Managers
Global asset managers are spotting opportunities in China’s savings culture as the country opens up its investment sector.
12/13/2018
Investec AM senior management look to increase stake to 20% ahead of spinoff
Listing as a separate business