09/14/2017
Focus Financial Catches Another Big Fish
Eton’s customized goals-based approach has won the team multi-generational relationships with ultra-high-net-worth clients in over 20 states, Puerto Rico and Canada.
Wealth and Asset Management
09/13/2017
Two dozen bidders in fray to buy AXA's wealth management unit in HK
Interest in AXA’s unit has mainly come from some insurers, Chinese state-owned enterprises, private investment groups and property companies, the sources said.
09/12/2017
Former Gartmore owner approached about Old Mutual funds deal
Hellman & Friedman is among a group of investors being asked to look at bids for part of OMGI, Sky News understands.
09/12/2017
South-African Asset Manager Shutters Zurich Bureau
This was the case with Foord Asset Management, a South-African firm that opened a representation in Zurich at the beginning of 2016.
09/12/2017
Schmidt Financial Group joins Dynasty Financial Partners
Firm Has Client Assets of More than $300 Million and Demonstrated Strength in Working with Clients in the Technology Space
09/12/2017
Partners Group Profitability Surges
Revenue increased by a quarter to 565 million Swiss francs and IFRS profit added 42 percent to 359 million francs.
09/11/2017
Australian Banks May Exit Wealth Management Without Being Forced
The government’s response, based on its 2016 inquiry, is closer scrutiny on how retail interest rates are being set, Coleman said.
09/11/2017
A more meaningful role for insurance in meeting client needs
Critical illness and health insurance are also rising in demand as people live longer.
09/11/2017
Wealth Managers in Hong Kong Face Falling Margins
Although private wealth is surging, managers face stiff competition and new regulations
09/11/2017
Creating a more meaningful wealth management market in Vietnam
By comparison, therefore, wealth management is difficult, costly and time-consuming. Not many local banks yet have a clear affluent or HNW strategy.
09/11/2017
'Loud wake-up call' for private banks as profits tumble
The report also suggested tougher regulation to stop private banks helping the wealthy evade tax has hit earnings.
09/11/2017
Sell warriors; buy wizards by Tim Price
“You think the odds look right, that they are in your favour ?
09/11/2017
Taylor Vinters awarded ‘Gold Employer Partner’ by STEP
Members of STEP assist families in all aspects of future planning, including wills, inheritance, the vulnerable and estate management.
09/08/2017
Up to 70 Swiss private banks fighting for survival
But many of the affected banks will ultimately have to exit the market, the study concluded.
09/08/2017
Take a peek into the world of ultra luxury credit cards; these are definitely not for the faint-hearted
Super premium credit cards are provided to a select few Ultra High Net Worth individuals, who can not only afford the high joining and renewal fee, but can also spend several lakh rupees with every swipe.
09/08/2017
HSBC Referring Latin America Private-Banking Clients to UBS
The London-based bank is now focusing on the core countries of Argentina, Brazil, Chile and Mexico in Latin America.
09/08/2017
Old Mutual Wealth boss on replatforming lessons and ‘controlled advice’
He discusses the company’s approach to distribution, managing conflicts of interest, and ensuring suitability at restricted advice network Intrinsic.
09/07/2017
Meeting the succession needs of business owners in India
The next generation needs to accept the additional responsibilities.
09/07/2017
RBC Launches Women-Focused Initiative
RBC Wealth Management U.S. targets women advisors, SS&C is offering an online fiduciary course, and a rare blue diamond hits the auction block.
09/07/2017
Managing Risk and Adding Value for HNW Real Estate Investors
A compelling case is made for investing in secondary and suburban markets, which remain below peak valuation and present protection against a possible market correction.