06/11/2019
Basel WM eyes team expansion with new hires
The firm recently expanded its Zurich office
Wealth and Asset Management
06/10/2019
Van Lanschot Kempen completes share buy-back programme
The programme was announced on 21 February 2019.
06/10/2019
UAE gold prices soar by nearly Dh8 per gram in over a week
Latest rate is highest since August 2018
06/10/2019
Why bankers can’t stop running
What is it about the world’s simplest form of exercise that so appeals to Wall Street?
06/10/2019
Targeting the Global Wealth Community with QUO’s New ‘One-Stop’ Execution Platform
As the fund and wealth management sectors converge,” Lawton explains
06/10/2019
Wealth Management Expands Rapidly as the Onshore Market Evolves Apace
The delegates learned how the wealth management industry is adapting as the onshore proposition expands and as more international private banks and other players enter the local market.
06/10/2019
Asian wealth moves to discretionary management and ESG investments
The momentum to move wealth into financial assets that covet ESG themes is gathering pace, especially as a more environmentally-aware generation starts to place investments
06/10/2019
Hargreaves Lansdown apologises to customers locked in Woodford fund
Woodford Equity Income Fund was on investment platform’s favourite funds list
06/10/2019
Clifton Asset Management makes wealth manager acquisition
The first to join, Plan For Life was described as “the ideal advisory business” Clifton is looking to attract to its regional network.
06/10/2019
WHIreland Wealth Management wins further Wealth Adviser award
The annual Wealth Adviser Awards recognise excellence among wealth managers and service providers from across the UK and its Crown Dependencies in a range of categories covering the entire wealth management sector.
06/07/2019
Five Ways Securities-Based Lending Unlocks Opportunities for Advisors and Clients
By definition, high-net-worth and ultra-high-net-worth clients have enough assets to fund their lifestyles and meet their financial goals.
06/07/2019
Vying To Serve Asia’s Rich
Private-banking assets in East Asia will soon outpace Europe, but competition is fierce.
06/07/2019
Meet the Money Whisperer to the Super-Rich N.B.A. Elite
Who’s the guy Klay Thompson and other N.B.A. stars trust to manage their wealth?
06/07/2019
UBS and Sumitomo Mitsui Trust Bank strike partnership
Japanese lender to sell Swiss group’s wealth management products as part of alliance
06/07/2019
Goldman Sachs CFO Eyes Wealth Management Acquisitions in Europe
Executives at Goldman Sachs have been sketching out more details of how the firm plans to expand beyond its investment-bank division into more stable sources of revenue.
06/07/2019
Kingswood partners with Flagstone to launch new cash platform proposition
Kingswood believes the flexibility and accessibility of choice coupled with the compensation protection will act as a strong incentive for clients to move their savings into accounts paying higher rates of interest.
06/07/2019
UBS recruits two dozen brokers. Will it hire more?
In 2016, UBS pulled back on recruiting, citing high costs.
06/07/2019
Africa: New Frontier For Private Banking
A rising entrepreneurial class is fueling the growth of African private banking, and competition is heating up.
06/07/2019
$17B gone: The biggest-ever advisory team exit and the bank that lost it
If all that wasn't enough, only seven years have elapsed since the bank paid a groundbreaking $125 million to the advisors to acquire the RIA, Luminous Capital.
06/07/2019
Are you richer than you think? How to calculate your net worth by Penny Lovell
‘Your net worth is usually determined by what remains after your bad habits are subtracted from your good ones.’ – Benjamin Franklin