02/09/2017
How to deliver a better experience for Indian investors
Penetration remains relatively low in India, given the fondness individuals feel for physical assets such as real estate and gold.
Wealth and Asset Management
02/09/2017
BoC Best Bank for Private Banking for second consecutive year
It also confirms the lender’s successful strategy in offering bespoke solutions and integrated products and services in the area of wealth management.
02/09/2017
Bullish on consumer discretionary, industrials
The house is upbeat on consumer discretionary on back of retail demand and industrials too.
02/09/2017
Rathbones launches private office
The private office offers clients a range of specialist private banking products, services and lending solutions.
02/08/2017
Nikko AM planning to launch active ETFs
Nikko AM planning to launch active ETFsNikko Asset Management is looking to expand its presence in the retail market in 2017 by launching ASX-listed versions of its actively managed funds.
02/08/2017
RBS Curtails Self-Rule at Queen’s Bank Coutts With Referral Plan
Coutts is focusing on the U.K. market after RBS sold its international business as financial scandals in recent years underscored the risks of operating a global private bank.
02/08/2017
Wealth management marketplace raises funding to connect rich people to more opportunities
The funding comes from investment firm Vulpes and fintech company Privé Holdings
02/08/2017
Vontobel says no sign of margin improvement in wealth management
The focus and the up-selling potential we still see we will be able to protect current margin levels.
02/08/2017
ABN AMRO MeesPierson named Best Private Bank
A wonderful result and it's good to see that other private banks honor the innovative development of our services.
02/08/2017
Aberdeen Asset Management boosted by RBC Capital upgrade
RBC said the biggest risk remains a recovery in net flows.
02/08/2017
The Top Five Wealth Managers in Asia
Hong Kong and Singapore’s best private banks for HNW and UHNW individuals.
02/08/2017
WealthWise Financial Now Offers Access to Both Worlds Robo and Advisor
GWP offers the best of both worlds
02/07/2017
Signature Family Wealth Advisors Finalist For Prestigious Industry Awards
This recognition is a testament to the hard work of the team over the past 12 months.
02/07/2017
RBC captures more than a dozen wealth management wins at 2017 Euromoney awards
Industry peers recognize RBC as the best Canadian private bank for 10th consecutive year
02/07/2017
Sanlam launches instant insurance app
Insurance app was built on observations of how the digital era has transformed the way consumers buy products
02/07/2017
Nikko Asset Management Receives Three Awards from Asia Asset Management
The firm was also acknowledged as Japan's ETF Manager of the Year, for its leadership in expanding Asia's largest exchange traded fund market.
02/07/2017
Brewin Dolphin adds passives range to managed portfolio service
The team will also be able to allocate to active funds where they believe it would benefit the portfolio and passive funds might not offer effective replication.
02/07/2017
Mattioli Woods buys stake in wealth manager
There will be no change to the management of Amati funds and portfolios, which will continue to be run by Paul Jourdan, Douglas Lawson, and David Stevenson.
02/07/2017
Baltimore-area financial advisers react to Trump's hold on fiduciary rule
Advocates for the rule argue it would put everyday investors' interests ahead of the industry's.
02/07/2017
BMO Asset Management to Launch New ETFs on NEO
BMO is a true leader when it comes to embracing innovation