07/03/2017
Duo of deals boost growth at Fairstone
Our national presence is continuing to grow as our portfolio of advisory businesses expands.
Wealth and Asset Management
07/03/2017
Chinese wealth enters a crucial decade
Theistic threads run through the seam of the firm
07/03/2017
Cains fiduciary business changes hands
Integration of the two businesses will start in August.
06/30/2017
Breaking through the bank barrier
While banks can also adapt to this changing world, the greater numbers of senior practitioners now embracing a new advisory model will lead to the type of shift in client loyalties that Ho expects.
06/30/2017
SJP dismisses shift to quant strategies
Key to the change, which resulted in some fund manager redundancies, was the claim the move to more automated strategies would help lower charges on the products.
06/30/2017
Arner Bank: Strong Growth In Assets Under Management And Private Banking
The year just ended was also marked by the aftermath of the international financial crisis.
06/30/2017
Dutch private bank rebrands with name change
Our new brand reflects our ambition to create quality, value and growth for our clients and other stakeholders.
06/30/2017
European Wealth goes global with Singapore deal
European Wealth had originally entered into exclusive talks to buy the firm, but that eventually fell through.
06/30/2017
Matthew Butcher moves on as Neptune abandons wealth plan
Cliff has also ended his link with Neptune and it is not known whether he has taken up another post in the industry.
06/30/2017
How Singapore’s wealth professionals could fall victim to the march of the machines
This could mean serious disruption for Singapore’s massive wealth management industry.
06/30/2017
UBS Uses Star Pull to Promote Philanthropy
Damon wants to open Water.org to investors and plans to establish a fund that will collect an initial $50 million in the U.S. and in Europe.
06/30/2017
Charles Stanley's plan to become UK's 'leading' wealth firm
Abberley noted that growing revenue and building operational efficiency will also be a central focus.
06/29/2017
Sluggish demand for Bank of Ireland Private-KKR fund
Previously the unit offered a separate, stand-alone service to wealthy clients.
06/29/2017
Tenures in Asian private banking tumble by 40%. Here’s why
This is partly a demand and supply problem.
06/29/2017
RBC Global Asset Management invests $20 million to establish in-house Innovation Lab
RBC GAM has committed initial funding of $20 million over the next five years to establish the Innovation Lab and fund its initiatives.
06/29/2017
Consolidator's assets near double on hectic year of buyouts
Assets under management rose 41% to £819 million, while headcount rose from 90 to 112 over the year.
06/29/2017
Nomura’s approach to wealth solutions in Asia
He believes such an approach creates an advantage amid a growing need to address issues around inter-generational wealth transfer, tax compliance and protection.
06/29/2017
swissQuant and Avaloq create innovative advisory solution
The technology enables banks to automate their offerings and integrate them fully in the core banking system
06/29/2017
Trading places
David brings to bear a wealth of experience across markets and segments which is ideal for a large commercial bank such as BNP Paribas.
06/29/2017
Private client assets pass £800bn for first time
Wealth management assets climb £49bn in a year