12/12/2016
Private Client | December 2016 -
A round-up of topical tax and personal finance issues affecting individuals and families
Wealth and Asset Management
12/12/2016
Intro International Rebrands to Vistra
The rebrand will see the teams from Intro International relocate to Vistra’s existing offices in Singapore, with no changes to the services provided and the same teams supporting their existing clients.
12/12/2016
Citi debuts new features on app for upper-level investors
The new mobile features will expand to additional clients and markets over time.
12/12/2016
OMGI's Buxton: We are not over-earning as an industry
Defends active management
12/11/2016
Bordier UK core strategies made available on 7IM platform
The initiative enables intermediaries to tap a wealth of investment experience and offers a high quality, cost-effective means of managing client assets, with minimum investments from £1,000 lump sum and £100 per month. The strategies, which
12/09/2016
In-depth - hign net worth: Moving on up
It is often hard to persuade the client what they must do.
12/09/2016
US Home Price Gains Lift Household Wealth to $90.2 Trillion
The rise suggests that Americans' finances are improving, with more families building equity in their homes.
12/09/2016
Delivering discipline in portfolios
The potential for such a shift has become increasingly viable as more and more HNW clients appreciate both the value of advice.
12/09/2016
Restructuring to cost Swiss private bank 450 jobs
Jobs will be shed at a rate of 100-150 per year between 2017 and 2019
12/09/2016
US investors champion UK but global wealth managers look to reduce exposure post Brexit
The majority of international investors intend to invest less in the UK as a result of the Brexit vote
12/09/2016
In-depth - high net worth: Higher ground
Brokers need to guide clients through the confusing process of changing their cover
12/09/2016
Women run fewer than 5% of hedge funds for large investors
Underrepresentation of females worse in alternatives than mainstream asset management
12/09/2016
UBS may take back 60% of work in-house soon
The Swiss lender has always been a large spender on IT and BPO services.
12/09/2016
SYZ Asset Management strengthens its presence in Germany with the opening of a Munich office
This development follows on from the opening of the Italian office branch in Milan and several hiring and specific product launches, which confirm SYZ Asset Management's commitment and growing success in Europe. A branch of the London h
12/09/2016
Caerus in talks over sale to Old Mutual Wealth
Only two of the talks with buyers in the past few years have gone to the stage of advanced negotiations.
12/08/2016
Northern Trust Wins Award for Hedge Fund Administration
This award validates our emphasis on client-driven innovation and solutions to meet the complex and evolving needs of the hedge fund industry.
12/08/2016
Swiss private bank to close Hong Kong operations
"This is part of a return to Europe strategy due to rising cost pressures," said one of the people familiar with the matter who declined to be named.
12/08/2016
Most wealth managers adopt strategy segmentation lite
As an industry, we profess to be highly client-centric. Yet often, our approach to identifying, understanding and managing client behaviours isn’t comprehensive enough, which means we don’t always live up to the rhetoric.
12/08/2016
Swiss private bank to close Hong Kong operations - sources
Hong Kong operation would close by the end of December with its asset management arm
12/08/2016
Casey Quirk: Fee pressure, slow growth will force managers to cut costs and evolve
In “Survival of the Fittest: Defining Future Leaders in Asset Management,” Casey Quirk outlines how money managers must change to compete in a new age.