02/11/2019
Wealth concentration near 'levels last seen during the Roaring Twenties,' study finds
Overall, Zucman finds that "U.S. wealth concentration seems to have returned to levels last seen during the Roaring Twenties."
Wealth and Asset Management
02/11/2019
Are private wealth managers digitally savvy enough?
According to their survey, more than half the respondents believe the private wealth and private banking sectors are behind retail banking in terms of their adoption of innovative technology.
02/11/2019
Ex-UBS Veteran Hints at Comeback
Zeltner has largely vanished, even after his 30-year ties to UBS formally lapsed last fall.
02/11/2019
Ghana: Stanchart Advises Investors On Wealth Management
Digitisation is at the heart of our client proposition and the end-to-end experience will remain a key priority to enable us to drive more tailored client engagements from advisory through to service.
02/11/2019
Lombard International Assurance is adapting with the Millennial wealth evolution
With the emergence of a new generation of high-net-worth individuals, wealth planners must ensure that they take a flexible approach to investing
02/11/2019
Wealth manager expands into Scotland
Based in London, Leeds and Salisbury, Progeny employs more than 35 investment professionals and more than 20 lawyers.
02/11/2019
Lloyds Set To Hire 700 New Advisers For Schroders Joint Venture
Lloyds Banking Group PLC plans to hire more than 700 financial advisers
02/11/2019
Harwood Wealth Management acquires independent financial advice business
The acquisition of Castleton is our second this financial year
02/10/2019
UBS Brings in Fixed Bonuses for 10,000 Corporate Center Staff
The corporate center includes functions such as human resources and information technology.
02/08/2019
Credit Suisse freezes bonus pool after tough year of rebuilding
Swiss bank boosts senior executives’ pay after share price falls 30%
02/08/2019
Understanding Elizabeth Warren’s Wealth Tax
Governments confiscate purchasing power from the private sector with taxes to offset the inflationary impact of public spending.
02/08/2019
Adrian Kuenzi: Tech Isn't Everything
The private banker joined UBP last March, after stepping down as CEO of Notenstein following that wealth manager's acquisition by Vontobel.
02/08/2019
Channel Islands: Euromoney banking winners announced
Best Private Banking Services Overall – Affinity Private Wealth
02/08/2019
WMs drive quant expansion: ‘If you don't evolve, you die’
Three wealth managers reveal how they use quant analysis to boost returns.
02/08/2019
Winners Of The WealthBriefing Swiss Awards 2019
Winners of the awards were announced last night in Geneva.
02/08/2019
Liechtenstein's VP Bank eyes further Luxembourg acquisitions
Search for new CEO continues after abrupt departure of Alfred Moeckli
02/08/2019
NAB's Phil Chronican doubles down on the vision Andrew Thorburn couldn't sell
the Australian CEO of British private bank Coutts, Peter Flavel
02/07/2019
Envestnet goes after the richest investors: Q&A with CEO Jud Bergman
Several software add-ons break down client assets into a single portfolio dashboard, according to an Envestnet spokeswoman.
02/07/2019
Private banking architects: Tan Su Shan – leading the charge for Asia’s wealthy
Tan Su Shan has led DBS’s efforts to become the leading home-grown bank for wealth management in Asia, during a decade in which the number of billionaires in the region has soared.
02/07/2019
Banco do Brasil private bankers launch Rio-based wealth manager
The wealth manager has a contract with XP to distribute the products on the broker's platform.