05/05/2017
Intesa Sanpaolo Profit Rises as Wealth-Management Fees Climb -- Update
The bank's shares rose 2.8% to EUR2.84 in afternoon trading.
Wealth and Asset Management
05/04/2017
Knight Frank Wants Ultra High Net Worth Clients
To meet the growing demand Knight Frank Australia has now established a Prestige Residential Division to serve the ultra high net worth clients (UHNW) and added newly-created roles.
05/04/2017
NAB Wealth growth steady
The division comprises independent third-party advice, including mortgage brokers as well as more than 1800 aligned financial planners.
05/04/2017
UBS breaks ranks with push for mid-tier Asian millionaires
"For us, the sweet spot is high-net-worth clients with investable assets of between $2 million and $50 million," Jean-Claude Humair
05/04/2017
HSBC Sees Profits Fall
In February the London based but Asian centric bank, reported a much worse than expected set of full year results for 2016, marred by hefty writedowns and costs from its restructuring efforts.
05/04/2017
"UBS SmartWealth"
The film by Publicis London depicts the moments behind significant numbers in a man’s life, from birth to present day and beyond.
05/04/2017
UBS Aiming Lower?
The Zurich headquartered wealth giant has been here before.
05/04/2017
Tom Kalaris' boutique reveals board line-up after FCA gives green light
The business will operate as an independently regulated company.
05/04/2017
7IM reports tenth year of consecutive AuM growth
The firm also posted a 24% increase in the AuM on its platform but lost £340m of assets as a result of its decision to stop running institutional money.
05/04/2017
Profile: Rathbone's Glasgow boss on the road to £1bn
The firm’s move into Scotland’s second city followed rapidly on the heels of a major expansion in north east England, with the opening of an office in Newcastle.
05/04/2017
Challenges Facing Asia Pacific Families Tackled Singapore Event
In short, on getting the keys to the kingdom what needs to be updated, professionalised, bought or sold according to family risk tolerance, cost of funding and desire to retain control? And where do families need help?
05/04/2017
UBS CEO wants clarity at last on banking rules
Bankers don’t expect progress until at least the autumn
05/03/2017
JM Finn's discretionary AUM approach £6bn milestone
Chairman James Edgedale described 2016 as a year of two halves, with the majority of profits coming in the second half as market uncertainty was replaced by a quick pick-up in the wake of June’s Brexit vote.
05/03/2017
Top investment mistakes made by high-net-worth executives
Ultimately, your investments should help you achieve your goals and dreams.
05/03/2017
Lombard Odier leads an impact revolution
Lombard Odier may be a traditional Swiss private bank, but its investment in technology and impact investing has made it an example of a next generation wealth manager.
05/03/2017
Investec Private Bank launches BTL fixes and links trackers to base rate
Applicants can apply for a buy-to-let mortgage either as an individual or via a limited company structure.
05/03/2017
Chase de Vere profits increase as legacy compensation falls
National IFA’s bottom line benefits from a drop in historic compensation payouts
05/03/2017
Financial dream teams put wealthy clients front and centre
With complexity comes a need for more specialized services.
05/03/2017
The emerging markets paying off for JO Hambro’s Syme
James Syme, fund manager on the JOHCM Global Emerging Markets Opportunities fund, explains how performance bounced back following a bottom quartile return in 2016.
05/03/2017
Building an all-star team to meet HNW demands
Managing these clients requires a unique set of skills.