10/22/2017
Carlyle joins battle for OMGI fund business
Four parties eye the £25bn investment arm run by star UK manager Richard Buxton
Wealth and Asset Management
10/22/2017
Millennial Philanthropy And Family Wealth
Millennials are the nation’s largest living generation.
10/20/2017
Wealth Manager Top 100 2017: the next 25 heavyweights
We reveal in alphabetical order the second batch of 25 names in our annual survey on the most influential people in fund selection across the private client industry.
10/20/2017
Private banks coming late to the party in wealth management
How banks need to learn to offer a holistic service
10/20/2017
Geneva Management Group launches WM platform for independents
Users will have access to web-based multi-banking financial consolidation and management technology and in-house expertise.
10/20/2017
Harvard Endowment’s Rebirth
Harvard Is Pretty Unique As An Institutional Investor
10/19/2017
Schroders assets leap to new record high
In total, the assets it both managed and advised were £430.2bn, up 9 per cent over the same period.
10/19/2017
Liechtenstein Private Bank changes hands For $59.7 Million
Assets under management of over 1 billion Swiss Franc as of Sept 30, 2017.
10/19/2017
BNY Mellon Reports Third Quarter Earnings Of $983 Million
While satisfied with our progress, our leadership team is not satisfied with our performance, as we see further opportunities to drive revenue growth and increase our efficiencies.
10/18/2017
George Soros foundations now control $18 billion
The foundations already controlled billions of dollars.
10/18/2017
SocGen Eyes Wealth Growth Outside Asia
To fulfil the sophisticated needs of the world's richest.
10/18/2017
Rathbones ethical and fund units lead on asset gathering
We are well positioned for the future and will continue to pursue growth opportunities both organically and through acquisition.
10/18/2017
Millennials as global guardians of capital
The paper specifically highlights three characteristics that set millennials apart from those that came before them.
10/18/2017
Exclusive Online Club is for Very Wealthy Investors Only
The club, named Clade, is exclusively online.
10/18/2017
Societe Generale Eyes-Ultra Rich in Swiss Revamp
For SocGen, which put more emphasis on Europe after pulling out of Asia two years ago, the alpine nation sits alongside home market France as well as Monaco, Belgium, Luxembourg and the U.K.
10/18/2017
Signia Accuses Co-Founder Of Fiddling £33k Expenses
Signia Wealth VS Co-Founder Nathalie Dauriac
10/17/2017
ANZ exits a vexed advisory business
There is global consolidation occurring within the life insurance industry.
10/17/2017
Oppenheimer and Carlyle Team up for WM Platform
Venture to Focus on Global Private Credit Opportunities for HNW Investors and Advisors
10/17/2017
Standard Chartered releases digital wealth management tool
Following a conversation with their RM, a client is emailed a report with suggestions for buy/sell/hold, backed by rationale.
10/17/2017
Morgan Stanley's Earnings Rise as Wealth Management Grows
Morgan Stanley instead leans on its wealth management division, which oversees $2.2 trillion for some 3.5 million American households