03/09/2017
Wealth management goes digital with Bambu
Bambu provides an innovative, cost-effective, and efficient entry point into the world of investing and wealth management
Wealth and Asset Management
03/08/2017
The wheel of fortune
The discretion and poise that are characteristic of wealth-management companies.
03/08/2017
Neuberger Berman Places Eight Wealth Advisors On Barron's Top 1,200 Financial Advisors List
He heads a wealth advisory team with $2.5 billion in client assets.
03/08/2017
Tiedemann Wealth Management Wins Prestigious Best Outsourced CIO Award from Family Wealth Report
Tiedemann was selected for the award by an independent panel of experts drawn from private banks and trusted advisors/consultants.
03/08/2017
Indices you can measure your portfolio against
The WMA's independently calculated indices are designed to benchmark diversified portfolios of more than just shares.
03/08/2017
Asia Investors Put Aside Trade War Fears to Bet on Reflation
Investors are more confident governments can boost growth via fiscal policies and that inflation is picking up after a long period of highly stimulative global monetary policies.
03/08/2017
UBS marketing boss on why its tie-up with Vanity Fair and Vice is a blueprint for successful content marketing
UBS wants to be more relevant to younger generation and Vice is an opportunity to do that.
03/08/2017
Succession Group acquires Independent Women
'National' service launched
03/08/2017
Progeny Group plans to grow after merger
Managing director Neil Moles said the company is looking to hire lawyers and advisers, but is also looking to acquire other wealth management firms.
03/08/2017
Canaccord Genuity aims to build Middle East business
Canaccord Genuity says also in talks about potential investments in Saudi Arabia, the UAE and India
03/08/2017
Numis retracts 'disingenuous' criticism of Schroders performance
Numis said the presentation undermined the company’s claim that it was well shielded against the price threat of low-cost passive products.
03/08/2017
Mirabaud opens UK private banking branch
The branch is located in the same office that houses the company's asset management, brokerage and corporate finance operations in the UK.
03/07/2017
How can we really deliver value to our clients?
Giving clients what they want is far easier said than done when dealing with Asia’s wealthy.
03/07/2017
PAM AWARDS: Northland Wealth Management Named - Best Family Office in North America - Client Service
This year's award recognizes Northland Wealth's continuous efforts to build on its proven track record of superior client service and success.
03/07/2017
Envestnet Wins Private Asset Management 2017 Best Outsourced CIO Solution Award
Envestnet continues to advance its products, services and platforms through technology innovation while meeting fiduciary standards.
03/07/2017
After the Aberdeen-Standard tie-up, could these asset managers be in play?
The two will be able to cut costs faster and offer existing clients a broader range of products.
03/07/2017
UBS Said Seeking to Pay Below $317 Million in French Tax Case
The Swiss bank is looking to pay less than what it cost to resolve the German case
03/07/2017
Bank J. Safra Sarasin (Deutschland) will no longer offer private banking services
This decision has no impact and does not affect the Institutional and Wholesale Business in Germany, to which the J. Safra Sarasin Group remains fully committed.
03/07/2017
Freshfields, Maclays and Slaughters lead on Standard Life and Aberdeen Asset Management merger
Magic circle duo and Scots firm take top roles on merger of fund managers
03/07/2017
Julius Baer eyes UK acquisition but puts London hub on hold
Swiss private bank says Brexit has hit plans but sterling’s fall opens up opportunities