05/01/2018
Dubai International Financial Centre Named best International Finance Centre
DIFC offers a highly successful wealth management platform.
Wealth and Asset Management
05/01/2018
HSBC Private Banking Expands to Seattle
The Seattle market is also experiencing a sizable increase in the number of wealthy individuals and families from Asia.
05/01/2018
Stifel reports 'strongest first quarter performance' in company history
Brokerage revenue climbed nearly 10 percent year-over-year to $264 million, while investment banking revenue grew 39 percent to $176.4 million.
05/01/2018
AFL Investments rebrands as Argus Wealth
Advisory services are available to private clients who prefer to maintain control of their own investment portfolio.
05/01/2018
Chess body hit by US sanctions as UBS shuts down account
No bank willing to take Fide as client while Kirsan Ilyumzhinov remains president
05/01/2018
BNP Paribas’ Bank of the West opens private wealth management services in Manhattan
The Group is looking to put over a hundred private wealth advisors in place in the next three years.
05/01/2018
Changing Perceptions: How Private Banks Are Nurturing Young Leaders
As a result, over the past decade or so private banks have developed suites of so-called next-generation programmes with the aim of deepening their involvement with such customers.
05/01/2018
St. James's Place Academy adds 32 to its ranks
The last year has been positive for the business, recently, the company reported first quarter net inflows of £2.6 billion versus £1.9 billion in the same period of 2017.
05/01/2018
Standard Life Wealth eyes MPS platform migration
The amount of outsourced business that IFAs have passed onto discretionary managers has spiked noticeably in recent years
05/01/2018
Ex-OMGI multi-asset team makes senior hires ahead of rebrand to Quilter Investors
Follows split from single-strategy business
05/01/2018
Why this boutique rejected purchased growth for partnership
Over the years, while Denley always had a plan to rebrand the business, this finally came to fruition last year when the firm announced that it would be renamed Oakham Wealth Management.
05/01/2018
WealthSelect Managed Portfolio Service Hits £5 Billion Milestone as it Marks Fourth Anniversary
Quilter plc’s Multi-Asset business (Quilter Investors) today announces WealthSelect has surpassed £5 billion1 in client assets under management.
04/30/2018
BNP Paribas Wealth Management Honored with Three Major Awards
The jury studies the nominees with independence and integrity, ensuring that the awards reflect excellence in the private banking industry.
04/30/2018
Quilter cashflow up 14%
First quarter net client cash flow was £1.6bn, 14 per cent up on the comparable period in 2017.
04/30/2018
ERI Wins A Prestigious Award
WealthBriefing European Awards 2018
04/30/2018
Liechtenstein bank assets jump following Vontobel acquisition
The private bank has also recorded a net new money inflow of CHF 4 million and growth of CHF 165 million in 2017, which it attributes to favourable market conditions.
04/30/2018
Swiss National Bank records CHF 6.8 billion loss in Q1
The SNB also recorded a loss of CHF 3.9 billion on interest-bearing securities and interest rate instruments.
04/29/2018
Multrees wins two WealthBriefing European Awards
Winners were announced at a gala awards dinner, which was held in London on 26 April at The Guildhall.
04/27/2018
Diamond-studded venue for an award-winning Asset Management portfolio
The event, held at Gaba premises in Iklin, featured keynote speeches by Stéphane Mesnard
04/27/2018
Schwab CEO TalksFees and a Possible "Brentrance"For Advisor Platform
Fees, fintech, and conversations about expanding the RIA platform were some of the topics discussed by Charles Schwab's CEO. The company has nearly $3.5 trillion in assets under management.