07/17/2017
Zurich-based asset manager's AUM passes $10b
Strong growth in assets under management proves new management structure to be effective
Wealth and Asset Management
07/17/2017
Bruce Hemphill, Old Mutual CEO: breaking up the group
The chief executive on dismantling the FTSE 100 company and axing his own job
07/17/2017
Chinese Bank Makes Big Bet on Private Banking
The existing Hong Kong branch will then focus on providing corporate banking services.
07/17/2017
Wealth Advisers Set Up Shop With a Shared Back Office
Amazon has disrupted the retail industry by revolutionizing shopping habits.
07/17/2017
EFG International Ends BSI Haggling
The bank was in the process of being acquired by rival EFG when the scandal hit last May.
07/17/2017
ANZ Wealth launches pre-assessment tool for advisers
When using the OneCare Pre-Assessment Wizard, advisers need to ask their clients a few medical questions to receive an immediate indicative assessment.
07/17/2017
Schroders launches Climate Progress Dashboard
The Climate Progress Dashboard highlights the disparity in commitments across sectors and indicators.
07/17/2017
Lawrence Ullman-led firm targets ultrahigh-net-worth investors
Our clients prioritize wealth preservation and the minimization of volatility, regardless of market conditions.
07/14/2017
CreditEase Wealth Management Became an SEC Registered Investment Advisor
CreditEase Wealth Management provides optimal global asset allocation services to high-net-worth clients with controllable risk and expectable return.
07/14/2017
Designing for humans in wealth management
Wealth management firms must adapt their model, infrastructure, and workforce to ensure customer interaction is a low-friction, enjoyable experience, David Levi writes.
07/13/2017
Deutsche Bank Targets Saudis in ‘Massive’ Wealth Management Push
Peter Hinder is hiring relationship managers for Saudi Arabia
07/13/2017
Swiss private bank to enter blockchain asset management market with Bitcoin
Falcon Group is the first Swiss private bank to provide blockchain asset management solutions for its clients through the new cooperation with Bitcoin Suisse AG.
07/13/2017
Who has the edge in digital startups vs. traditional wealth management?
The focus needs to be on what advisers and clients really need, said Kelli Keough, global head of digital wealth management at JPMorgan Chase.
07/13/2017
Macquarie Private Wealth on rivals' watch list
This column understands Macquarie has in the past assessed its options around the private wealth advisory business, following a damaging enforceable undertaking and costly remediation process.
07/13/2017
Indosuez to buy CIC's private banking business in Singapore, Hong Kong
The acquisition is expected to close by the end of this year and remains subject to both regulatory approvals.
07/13/2017
Chinese conglomerate eyes Luxembourg bank
Supervised by the European Central Bank together with Luxembourg's Commission de Surveillance du Secteur Financier.
07/13/2017
UBS Asset Management Secures Mainland China Fund License
UBS Asset Management is the first international manager with a QDLP quota to receive a PFM license in China’s onshore market.
07/13/2017
Polar Capital funds hit £10bn mark
A third consecutive quarter of net inflows continues the encouraging trend of the final two quarters of our last financial year.
07/12/2017
UBS Wealth Management announces Advisory Board as part of five-year plan to better serve women
Currently ranked 180th on the ATP tour, she spent part of her 15-month penalty taking classes at Harvard Business School and investing in digital platform Charly.
07/12/2017
$1 Billion Merrill Lynch PBIG Team Partners With Dynasty
The Beverly Hills group caters to clients and lifestyles in the village known for Hollywood stars and UHNW families