06/02/2017
Wealth Professional Awards winners revealed
Overall, the awards cut a wide swath across the financial industry, with winners in 20 categories drawn from all over Canada.
Wealth and Asset Management
06/02/2017
Withers scoops multiple awards for wealth planning prowess across Asia Pacific
This suite of awards is the result of our team’s hard work and dedication, and we are honoured to be held in such high regard by the judges.
06/01/2017
Bank of Singapore to Raise Client Entry Threshold
The minimum amount a client must keep with the firm to qualify for its private-banking services will eventually be raised to $5 million in a few years’ time, from $2 million currently.
06/01/2017
Wealth manager makes seventh acquisition of the year
One-sixth of the initial payment is in AFH shares.
06/01/2017
Deutsche Bank to add more than 50 people to wealth management in Asia
Global banks have competed fiercely for wealth management talent in Asia in recent years as private wealth grows rapidly across the region.
06/01/2017
Hedging an edge: SYZ’s Vuignier on taking control
Vuignier believes there is plenty of growth to be had in the hedge fund space and has guided the firm to focus its attentions on the sector.
06/01/2017
7IM cash levels reach peak since Brexit
But he said UK shares have continued to rise, helped by their high exposure to overseas assets.
06/01/2017
Charles Stanley Completes Sale of EBS Management
Charles Stanley agreed to the sale on April 11, which is in line with the company's strategy to focus on its wealth investment management activities.
05/31/2017
EFG Asset Management adds global emerging markets strategy
The fund invests in high quality, large-cap companies in emerging market economies.
05/31/2017
Nedbank Private Wealth wins International Bank of the Year award
These awards are judged and selected by a balanced blend of industry experts
05/31/2017
UBS to Shift Service Jobs to Smaller Cities
One of the new service centers, where IT and other back-office duties are performed, will be opened in Schaffhausen this fall, with some 500 work stations.
05/30/2017
Old Mutual security breach
The company has notified the regulators about the security breach, and it is “cooperating closely with the SAPS and the investigation is ongoing”.
05/30/2017
Lombard International signs joint venture in Mexico
We are delighted to be working with Lombard International.
05/30/2017
The beauty of trusts for real estate investing clients
The more flexible buckets in which clients’ assets are stored, the more opportunities to plan.
05/29/2017
A symbiotic relationship within independent wealth
These would include addressing the complexities that clients face, as well as having more flexibility in meeting compliance requirements.
05/27/2017
Brooks Macdonald duo named in Citywire Top 30 Under 30 list
Having qualified as a private client manager in 2014, Oliver joined Brooks Macdonald two years ago.
05/26/2017
A new chapter for wealth management in the Philippines
These include more investor-friendly regulation, education of customers and advisers alike, and a greater take-up and acceptance of technology.
05/26/2017
Old Mutual may have to touch UK cash reserve
The company was updating the markets ahead of its annual general meeting held yesterday in the UK.
05/26/2017
Old Mutual shareholders rebel against executive pay
Following public discussions about a possible vote against the plans Old Mutual presented a revised plan which was passed with 93% of votes at last year's AGM.
05/26/2017
UBS announces philantropy partnership with the royal welsh college of music and drama
But also to audiences, the local community and to the Welsh creative and cultural industries.