01/12/2017
Dior exemplifies how diverse social media accounts can benefit
Dior’s new Instagram account, entitled Dior Homme, caters specifically to male demographics
Wealth and Asset Management
01/12/2017
Making a client-centric approach pay off
Its frequent claims to be one of the fastest-growing firms of its type in India were more-than-adequately supported by the results achieved by the business in 2016.
01/11/2017
J. Safra Sarasin Pulls the Plug in Germany
The bank has a little more than 80 people in Germany.
01/11/2017
Beacon Pointe Announces New Philadelphia Office
This is the second M&A transaction for BPWA in the past three months.
01/11/2017
Noah Named China's Best Wealth Manager
We will continue to focus on what we believe are the most important values long-term stability.
01/10/2017
Mercer undergoes global restructure
It's unclear at this stage whether there have been any redundancies as a result of the restructure
01/10/2017
Financial Advice Is Not Just Math
The number of student loan borrowers over the age of 60 grew
01/10/2017
Another Setback for Edmond de Rothschild
The strategy change comes after the bank launched 16 funds in the past year alone dedicated to the British market.
01/10/2017
Merrion's €200,000 minimum investment for wealth clients
Investment firms grapple with rising regulatory costs
01/10/2017
Noah Named China's Best Wealth Manager by Asian Private Banker
Noah Private Wealth Management had a landmark year in 2016
01/10/2017
BNP Paribas Wealth Management reinvents its Client Experience leveraging digital solutions
During a second step, tightly knit “pizza teams” worked in 3 factories in Europe and Asia to design and create innovations that would reflect this new client experience.
01/10/2017
Preparing clients and advisers for a volatile world
In the financial advisory space, this is getting translated into a large number of individual advisers exiting the industry.
01/10/2017
Investec W&I launches Solvency II proposition
The company said the service was developed in response to increased demand for cost-effective ways to meet additional reporting requirements
01/09/2017
SEI Announces Comprehensive Online Solution For Private Fund Investor Transaction Processing
Alternative investment managers, wealth management firms, and distribution platforms, many of which have lagged behind other financial services firms in bringing processes online, have the most to gain from this new technology, although other firms that g
01/09/2017
How Merrill Tamed Its Herd, Pushing Brokers to Pitch Bank Products
In a shift from the commission-based brokerage model, Merrill is pushing its brokers to serve as overall financial advisers
01/09/2017
BDO Private Bank one of world’s best
The winners will officially be honored during the dinner ceremony for the second annual World’s Best Private Banks Awards to be held in New York on February 7.
01/09/2017
Fine wine, fast profits
They little knew that Brunner was bringing them from one crash to another.
01/09/2017
Mattioli Woods reports 20 percent revenue boost
Total client assets at period end of over £7.5 billion
01/09/2017
Scandal Plagued 1MDB to be Closed
Malaysian government must guarantee 1MDB's creditors and holders of billions of dollars in bonds
01/09/2017
Asian private banks target next generation of super-rich
Global banks see opportunity to grow in spite of low margins and fierce competition