05/04/2018
One-size-fits-all will not meet high net worth expat demands
Many providers have developed dedicated offerings aimed at particular diasporas.
Wealth and Asset Management
05/03/2018
UBS Says Don't Fret After Emerging Bond Exodus Tops Taper Tantrum's
The global economy is stronger and EM external vulnerabilities much less significant," said Czerwonko, who is overweight emerging-market sovereign bonds.
05/03/2018
Seven new things to know before you interview with Standard Chartered in Asia
The bank currently has 475 vacancies in Singapore alone.
05/03/2018
National Australia Bank to sell MLC as another bank flees wealth management
The scandals bubbling up from wealth management and financial advice divisions at the banking royal commission has only hastened the bank's decision to retreat.
05/03/2018
Indosuez Wealth Management completes acquisition of Italian wealth manager
The acquisition, which was initially announced in November 2017, further strengthens the bank's presence in Italy.
05/03/2018
Why Even U.S. Wealth Managers Should Care About GDPR
The implementation of GDPR may seem scary, but it really isn’t all doom and gloom.
05/03/2018
Private Bank Cuts Jobs in Overhaul
The review has hit Baumann's headcount, as the bank confirmed for the first time.
05/03/2018
Expersoft Awarded Best Front Office Solution at European Awards
Specifically, in awarding Expersoft the Best Front Office Solution, the judges referenced Expersoft's "holistic software offering which covers all named functions and open view of the financial services world."
05/03/2018
Schroders acquires pan-European hotels investment and management business
The acquisition of Algonquin accelerates the growth of Schroders’ Real Estate business and complements its existing capabilities and expertise.
05/03/2018
How to attract high-net-worth clients
For advisors looking to attract HNW clients, it is vital that they have a plan set in place instead of hoping for them to walk through the door.
05/03/2018
Old Mutual Wealth resumes TVAS report service with £150 charge
Old Mutual Wealth is relaunching it transfer value analysis service (Tvas), a month after it was suspended following changes to the UK regulator’s rules concerning pension transfers.
05/03/2018
Wealth and addiction: inside the troubled HNW mind
‘One in four people will experience a behavioural or mental health condition in their lifetime, and wealth certainly can’t buy immunity from that statistic,’ says Jonathan Edgeley.
05/02/2018
Finalists Chosen for Envestnet & Investment Advisor Annual Asset Manager Awards
Strategist of the Year and Other Best-in-Class Firms to be honored at Envestnet Advisor Summit in New Orleans, May 16-17
05/02/2018
Private Wealth Systems names top FinTech solution
The company’s private cloud-based system reduces the technology costs for private banks and investment managers, while allowing for global scale in a highly secure environment.
05/02/2018
Standard Chartered closes in on turnaround target as profits rise
Standard Chartered posted the highest revenue under the leadership of Mr Winters, who became chief executive in June 2005, while limiting cost increases.
05/02/2018
Lloyds' private bank tells its wealthy clients that emerging markets are 'THE asset class to watch'
On the flip side, Mexico is holding a general election this summer and with the leftist candidate surging, its government could be subject to political change.
05/02/2018
Investors may get Old Mutual break-up bonanza
The group, which held what is expected to be its last annual general meeting in London on Monday, was on schedule and below budget with the managed separation strategy it embarked on just over two years ago, Old Mutual plc chairman Patrick O’Sulliva
05/02/2018
How these wealth firms replaced their CEOs
Knight says that the process was facilitated by the fact that Macdonald, who led the business for 25 years since its founding in 1991, informed him of his decision to retire long before.
05/02/2018
Successful completion of POC ERI-Riskifier
The proof of concept shows how Riskifier’s solution can streamline investor risk profiling, as well as enable financial institutions to improve their investment decision-making on behalf of their clients by using additional behavioral and social ins
05/01/2018
Thailand - recent developments in wealth management
There have been a number of recent legal and regulatory changes in Thailand that have impact from a wealth management perspective.