05/03/2017
Building an all-star team to meet HNW demands
Managing these clients requires a unique set of skills.
Wealth and Asset Management
05/02/2017
EFG targets high growth post-BSI integration
Hiring new bankers will inevitably be an important component of this, although not the only path for growth.
05/02/2017
Aberdeen reports Revenue increased to £534.9 million
Interim Results for six months to 31 March 2017
05/02/2017
Lord Fink leads buyout of Signia founder's new boutique
All of the purchasing team previously served on the business’ advisory panel.
05/02/2017
Schroders adds total return fund to multi-asset range
The strategy will invest in currencies, commodities and other alternatives, as well as equities and bonds, with allocations split into three buckets.
05/02/2017
First emerging market impact trust targets $150 million
It hopes to launch its initial public offer next month and put its capital raised to work within 18 months of listing on the London Stock Exchange.
05/02/2017
Old Mutual Wealth Update on UK Platform Transformation Programme
OMW has contracted with FNZ to deliver platform and outsourcing services
05/02/2017
Redefining relevance in private banking
It is essential in today’s world of private banking in Asia to find ways to better understand HNW individuals and more closely match products and services with real needs.
05/02/2017
Impact Investing And The O'Reilly Factor
In this essay I will compare four ways to make a difference. To give away the ending, the last is the potent one. Its effect was recently demonstrated in the termination of Bill O’Reilly’s TV show.
05/02/2017
Investment Management Consultants Association Awards Recognize Outstanding Achievement in Investment and Wealth Management Industry
IMCA honors Keith Ambachtsheer with Matthew R. McArthur Industry Pioneer Award; Harold Evensky with J. Richard Joyner Wealth Management Impact Award
05/02/2017
I Never Knew How Screwed Up Global Banking Was Until I Started My Own Bank
The deeper I went, the more overwhelming my discoveries of how shockingly inept, obsolete, and out of touch the industry is.
05/02/2017
Future of ANZ Wealth uncertain amid profit slide
Given that ANZ Wealth's contribution to ANZ's first-half results declined on the second half of FY16 by 21% to $123 million, it seems more or less inevitable the business will soon see an overhaul.
05/01/2017
LGT Completes ABN Amro Purchase
The acquired business includes almost $20 billion in assets under management as well as over 300 employees, of which more than 200 are front office staff.
05/01/2017
Jersey Finance GCC Roadshow 2017 - Dubai
The lunch-time event will also offer key insights into a number of recent trends, including the launch of the joint Jersey Finance / Hubbis white paper on the “Driving Forces Behind HNW Investors” which researched the issues and thought-proces
05/01/2017
How Alexandra Lebenthal has taken on Wall Street's boys' club
She also remembers a time in the 1970s when her father faced a crisis that nearly sank the business.
05/01/2017
Bank Faces Remuneration Revolt
Standard Chartered is facing a potentially embarrassing investor revolt at its upcoming Annual General Meeting on Wednesday May 3rd in London.
05/01/2017
Aberdeen and Standard Life pay £35m to prevent stars quitting
Aberdeen and Standard Life will pay big sums to prevent star fund managers quitting during their merger, Sky News learns.
05/01/2017
Becoming A High-Net-Worth Thought Leader
Complicating the scenario is the increasing commoditization of just about all financial services, especially money management.
05/01/2017
An Inflection Point for Wealth Management?
Wealth management fintech solutions also seeing far less investment than products for other banking applications.
05/01/2017
Planting your family's giving tree
Creating one doesn’t have to feel like a formal event, either.