05/29/2019
Invesco Switzerland CEO: how we adapted to the Swiss market
We’re the right size at the moment
Wealth and Asset Management
05/29/2019
NASCAR driver Parker Kligerman comes full circle with eSports team ownership
Kligerman is no stranger to simulated racing
05/28/2019
Geneva WM looks to hire bankers
The firm currently has CHF 1.5 billion assets under management, is supervised by Finma and is registered with the SEC.
05/28/2019
Landmass join forces with Monaco Wealth Management
As buyers are becoming more and more discerning, Landmass is now taking a new approach of supporting established investors and developers with improvements to their schemes.
05/28/2019
CCB, ICBC launch WM subsidiaries in China
The new wealth management subsidiaries may provide business opportunities for foreign players that have a private fund management licence in China.
05/28/2019
Lombard Odier on Raisings the Sights of HNW Clients to Focus on Genuine Succession Planning
Lee believes communication is the fundamental starting point for effective family wealth management
05/28/2019
Distinction between private and institutional clients is fading
This convergence shows in several ways.
05/28/2019
Family business wealth and protecting it on divorce
When a couple divorce and there is family business wealth in common, protecting that wealth requires special consideration. Charmaine Hast of lawyers Wedlake Bell offers some analysis
05/28/2019
New specialist finance provider appoints VAS Group
Its property financing service offers the full range of property finance facilities, and aims to build long-term relationships with clients and introducers, bringing a bespoke private banking philosophy to the specialist finance market, it says.
05/28/2019
UK wealth manager makes first foray into US
Deal will give it the ability to ‘scale and cross-sell its services internationally’
05/28/2019
Half-year Profits Surge For Wealth Management Firm
The company's revenues also jumped 61 per cent from £22.7m to £36.6m.
05/28/2019
SJP vows to stick with Woodford
Mr Woodford’s remit in managing separate funds for SJP clients differs from the way he manages the Woodford Equity Income and Income Focus funds that are available to non-SJP clients.
05/28/2019
Lu Weiding Named the Most Generous Chinese Philanthropist
Lu Weiding and his family has a net worth of US$6.5 billion, according to Hurun’s estimate.
05/28/2019
UK wealth manager seals US strategic partnership
The firm said the acquisition “creates an exciting new strategic partnership for Kingswood to scale and cross-sell its services internationally”.
05/27/2019
Phoenix Financial PR is ‘UK - Boutique Media Relations Consultancy of the Year (Asset / Wealth Management)’
This is the second successive year Phoenix has collected the ACQ5 award.
05/27/2019
Goldman Sachs to speed up push into US wealth management
Acquisition of United Capital part of effort to take on Schwab and Morgan Stanley in $28tn market
05/27/2019
Boutique Wealth Managers Attract Asia's Billionaires
The trend is gaining momentum in Asia at a time when the overall individual wealth is growing.
05/27/2019
Asian billionaires spruce up demand for boutique wealth managers
As a result, more and more private banks are also leaning on boutique managers to boost their assets in a region which is seeing the fastest billionaire population growth in the world.
05/24/2019
Brexit and beyond: wealth management in an era of political risk
A Corbyn-led government is a key concern for many clients, say managers
05/24/2019
Wealth managers adapt to appeal to female clients
Women still feel unwelcome in an industry full of jargon