05/07/2019
SunTrust opens new Private Wealth Management office
The Boston team is the latest example of SunTrust Private Wealth Management expanding into new markets.
Wealth and Asset Management
05/07/2019
The Bank of East Asia Awarded Best Private Bank in China by Global Brands Magazine
BEA has won "The Best Private Bank, Greater China", by significantly contributing to the way Banking is done by individuals.
05/07/2019
Resolving the Corporate Actions Paradox -The Case for Automation
An example of this would be reducing the risk of missing an event or improving the quality of event information by receiving notifications from more than one source.
05/07/2019
Where Are the World's Millionaires Headed?
Singapore, which welcomed 1,000 rich in 2018, was the most popular country in Asia among migrating millionaires
05/07/2019
Cantonal bank CIO: corrections are painful but necessary
This is damaging the already heavily indebted local banks and companies, Stucki said.
05/07/2019
Credit Suisse AM real estate fund now available to investors
It specifically focuses on properties primarily in the areas of retail, office and logistics, which correspond to modern and energetically sensible real estate concepts.
05/07/2019
Invesco and Franklin Templeton slash private jet budgets
Asset managers cut chief executives’ private jet allowances, following poor performance at the companies
05/06/2019
Julius Baer seeks M&A deals across Asian markets
Swiss private bank eyes targets in Middle East, India and China, CEO says, as global wealth management industry primes for consolidation
05/03/2019
Wealth Management Clients Want Simple and Connected Solutions
More people are willing to pay for financial advice, but what clients value is changing rapidly.
05/03/2019
Pictet WM eyes Indonesian and Chinese clients
Firm said its pure discretionary business in Asia is higher than the average in the region
05/03/2019
Why you can’t afford to ignore private equity professionals
So, if you’re based in London and the South East, or have clients who are based in the City, it may pay to become acquainted with what mortgage options there are for such high-net-worth (HNW) clients.
05/03/2019
UBS Advisor Frank Coiro Named to Forbes List of America's Best-In-State Wealth Advisors
Recognition of an exceptional career in Financial Services
05/03/2019
Citi Partners with Sotheby’s to Educate Art Lovers
The partnership is just the latest sign of banks and private wealth managers reaching outside the walls of the bank.
05/03/2019
An insight into HNW portfolios
Over the past six months, despite volatility in global markets, our clients have continued to increase their allocations to international equities.
05/03/2019
London jumps to second in global ranking of best cities to invest in
London has overtaken Hong Kong to take second place in a global ranking of cities with the most investment potential.
05/03/2019
WM firm relocates Zurich office as it eyes expansion
Zurich is an important hub, especially when it comes to venture capital and distribution.
05/03/2019
Global Wealth Management Market 2019 Industry Research BlackRock, UBS, Allianz, Vanguard Group, State Street Global Advisors, PIMCO, Fidelity Investments, AXA
This report isolates the Wealth Management market in view of type, competitive players, regions, and application.
05/03/2019
UBS shareholders vote against top management
UBS had the option to settle out of court but instead decided to go to court and came away with the biggest fine in the Swiss bank’s history.
05/03/2019
HSBC results show wealth unit up but private banking profits down
Adjusted operating expenses at the division increased 5% year-on-year to $3.45bn.
05/02/2019
Leaders Pledge to Change the Future of Female Finance
The WealthiHer Network, which launched on International Women’s Day this year, was formed to transform the industry’s approach to women.