09/21/2017
Bellpenny boss: Consolidation is just starting
My belief is that consolidation is just starting.
Wealth and Asset Management
09/20/2017
UK manager targets US wealthy
UK-based James Hambro & Partners has launched a new investment management service for American clients.
09/20/2017
Surviving Asia’s streamlined private banking landscape
From some perspectives, this is long overdue.
09/20/2017
Crossinvest joins CHF 59 bn wealth manager alliance
The group opened an office in Zurich and this year incorporated Crossinvest Locarno.
09/20/2017
Syz WM & Geneva boutique strike deal
WS Partners was launched by HSBC Private Bank’s former head of fund selection Hervé Croset in August 2016.
09/20/2017
UK’s JH&P launches wealth management service for American clients
The move also comes as many UK firms that have traditionally provided wealth management services to American investors “have begun retreating from the market”, JH&P added.
09/19/2017
LLB Set to Go Shopping
We are growing above-average in both dimensions.
09/19/2017
One of Asia's largest asset managers: 'Find fast lanes in slow moving traffic'
Investors should look for high growth sectors when stock-picking, the head of Nikko Asset Management said at the Singapore Summit over the weekend
09/19/2017
Canaccord Genuity completes acquisition of UK wealth manager
It is one of the UK's leading independent investment and wealth management businesses, with more than £8.0 billion (C$13.5 billion) in assets under administration, management and management contract.
09/19/2017
Depth, breadth and quality of Guernsey's financial services lauded
Eighty attendees learned about the benefits and solutions provided by Guernsey structures for their businesses or clients during a panel discussion at ‘Ganbei Guernsey’ – held at the Hong Kong Bankers Club.
09/19/2017
Vontobel: moving forward with a clear position
The company is already an attractive employer and wants to continue its global expansion across all its businesses in the future.
09/19/2017
St James’s Place eyes up Dublin boutique investor Harvest
Possible link-up in the offing as FTSE 100 investment giant looks to expand into Republic
09/19/2017
Zug adviser sets up alternative investments desk
Another member of the new desk is Julian Gretzinger, who started at Lexinta in October 2016 as an associate director for capital markets.
09/19/2017
Raymond James enters distribution deal with Alliance Bernstein
The wealth manager's parent company Raymond James Financial already has a relationship with AB in the US.
09/18/2017
AIB’s €1.5bn push on rich pickings
AIB Private Banking is currently recruiting 10 staff to add to its headcount of 75 in Dublin, Cork and Galway.
09/18/2017
Harrods Bank closes after years of losses
Harrods Bank found favour with wealthy clients from the Middle East, in particular rich Saudis, who held accounts to fund their shopping sprees on their annual summer visits to London.
09/18/2017
Eased rules help Citibank’s wealth unit
Citigold customers are those who invest Bt5 million or more.
09/18/2017
SMP Partners to expand in Cayman
We will work closely with CNT to ensure a smooth transition of the book of business over to SMP.
09/18/2017
ANZ responds to report it is selling wealth management unit
The Australian Financial Review on Sunday reported the banking group had received at least one offer “in the high [A$]4 billions” for the wealth management unit ahead of a Friday deadline and that MetLife and Zurich had both submitted bids.
09/18/2017
Four Core Strategies For Cultivating Affluent Investors
The most powerful way to source new affluent investors and what is regularly the only way to source the extremely wealthy is by getting referrals