11/29/2016
Macquarie Group's New Zealand private wealth rebranded
The only thing is we've got a new name and a new brand that no one knows.
Wealth and Asset Management
11/29/2016
Pershing launches gold bullion service
GOLDRs, which may be held within a brokerage account, represent an investor's ownership
11/29/2016
Managing a wealth management firm - part 1
The road to success is like running a steeplechase.
11/29/2016
Generational Wealth: Nature or Nuture? by Annie Catchpole, Associate at Scorpio Partnership
But wealth managers need to more actively delineate between generational differences that are brought about by cultural context versus those brought about by lifecycle.
11/29/2016
St. James’s Place – “Politics looms large"
Pity the forecasters: criticised and confounded
11/28/2016
Bank of Singapore Completes Barclays Wealth Acquisition
OCBC Bank, has completed the acquisition of the wealth and investment management business of Britain’s Barclays Wealth
11/28/2016
Aberdeen Asset Management sees profits dive to £352.7m
Our investment teams have remained dedicated to following our fundamental investment processes in pursuit of consistent long term performance and we have seen a recovery in equity performance.
11/28/2016
Lombard Launches in Singapore
The Lombard International Singapore office is located at Asia Square Tower 1 in the heart of Singapore’s business and financial district.
11/28/2016
Citibank Korea expands wealth management
It will use data that includes market information of the Great Depression in the US from 1929-1939 and Black Monday in October 1987 shared among Citigroup's global research units.
11/28/2016
Reshaping fiduciary services in global wealth management
If growth rates of the last decade are sustained, Asia Pacific HNWI wealth could surpass USD42 trillion by 2025
11/28/2016
Old Mutual Wealth veteran launches boutique
Harrogate Wealth Management will offer retirement and tax planning services
11/25/2016
Where next for discretionary wealth management?
Transitioning to discretionary management has helped stabilise flows for the majority of UK listed managers
11/25/2016
Suitors Circling Australian Assets of Deutsche Wealth
The closure means the loss of 15 jobs, and sees Deutsche’s local private banking services transferred to Asia.
11/25/2016
SMP Partners confirms expansion into the Caribbean
It will operate from offices in Lyford Cay, with Stephen Turner, CEO – Caribbean Region, leading the team and Deidree Bain, Director, who is transferring from RBC, managing the operation and working with Stephen to expand the service offering.
11/25/2016
Estera executives among 50 most influential industry leaders
Estera CEO Farah Ballands and Group Director Richard Prosser both feature on the list.
11/24/2016
Mauritius Has The Fastest Growing Wealth Market In Africa
The growth in tourism and the manufacturing sector is a major diversification from decades of over-reliance on sugar exports.
11/24/2016
Credit Suisse Said Raising $2 Billion for Hedge Fund Stakes
For the hedge-fund firms, a high-profile investor can help them win institutional clients.
11/24/2016
Julius Baer said to hire Singapore private bankers from BSI
Julius Baer has stepped up its hiring of wealth managers in Asia, lured by the growing number of the region’s rich
11/24/2016
Private Banks Enhance Code of Conduct
The enhanced standards expand on the existing requirement for private banks to ensure that a client is informed of the key terms of transactions.
11/23/2016
A Review of Nedbank Private Wealth
Nedbank Private Wealth is a private bank - but it’s very readily accessible to expats, and is far from the stuffy exclusive establishment that one might expect when hearing the words ‘private bank’!