04/04/2017
We’re Not Here to Make Your Next $50 Million
He’s been in the city-state more frequently again and also across the whole of Southeast Asia.
Wealth and Asset Management
04/04/2017
Robo-advisors now seeking high net worth clients
Robo-advisors are not just for younger folks who don’t have much money to invest
04/04/2017
Local lender partners with Swiss wealth manager
Supported by Lombard Odier’s expertise in family services, UnionBank’s ultra high net-worth clients will gain access to a full suite of family services
04/04/2017
StanChart to double minimum wealth for private bank clients
London-based bank to increase threshold of investable customer assets from $2m to $5m
04/04/2017
Raymond James Riles Some Recruiters with Pay Policy
The policy has nevertheless spurred predictable outrage from affected recruiters, even as it draws applause from executives at other brokerage firms.
04/04/2017
The City of London Wealth Management Awards 2017
Results are determined by an online public vote, marking the awards out as an independent and prestigious recognition forum for the winners
04/04/2017
Credit Suisse Tax Inquiry Puts Spotlight on Private Bank Model
Swiss private banks face multiple kinds of risk, including past and future.
04/04/2017
Role Is About Community Leadership
He has a head full of ideas and the professional experience to help him meet the challenge.
04/04/2017
Coutts launches online investment service
Coutts Invest is an execution only platform enabling clients to invest with an initial lump sum from £500, and regular contributions from £50.
04/03/2017
Pictet takes top spot in R&M survey
While these are the same front-runners as in 2016’s results, both saw a dip in their scores.
04/03/2017
‘Brexit is going to be a mess for UK wealth management’
Fears rise that the £825bn industry will be cut off from European investors
04/03/2017
Citigroup’s drop in branch rankings highlights move upmarket
Lender falls out of the top 15 banks by branches in the US as it chases wealthy
04/03/2017
This small bank is now trying to hire from UBS in Asia
A bank like Sarasin, which isn’t listed, has more flexibility on pay.
04/03/2017
PraxisIFM Aquisition Will Enable Further Growth
The group has around 300 staff across 10 jurisdictions.
04/03/2017
Equiom expands into Japan
Fifteen team members from Solid Japan will join the Equiom team
04/03/2017
SJP ups maximum bonus for exec directors
Both its executive and non-executive directors have also received a 3% increase in base salary this year.
04/03/2017
Morgan Stanley Wealth Unit’s Bank Gains 80K Clients
The program will be expanded to include typical retail bank features such as a debit card with access to an ATM, direct deposit, check writing, and online bill payment, with the debit card issued by UMB Bank.
04/02/2017
Lombard Odier sees a high growth potential in Oman market
Lombard Odier is a private independent bank which is owned and managed by six partners.
03/31/2017
Philanthropists Are Pre-Qualified HNW Prospects
An alternate way of determining a person’s relative wealth is by examining the amount of money they donate to charity.
03/31/2017
Real Estate Investment from High Net Worth Individuals on the Rise in U.S.
Multifamily is Most Attractive Property Investment Type