09/15/2017
Younger HNW clients ‘open for business’
The wealthiest U.S. households represent $2 trillion in total investable assets, Dovey said at SourceMedia’s Disrupt | Advice conference in New York City.
Wealth and Asset Management
09/15/2017
Vistra to Acquire Corporate Services Business from Deutsche Bank
This additional expertise in the Capital Markets sector will have a significant impact on our Alternative Investments division
09/15/2017
Raymond James Hurricane Recovery Update
All associates are being paid their regular compensation regardless of work availability during the storms.
09/15/2017
Deutsche Bank Presses On With Wealth Business Consolidation
To do that effectively and efficiently, we need to choose.
09/15/2017
UBS Wealth Management Americas Downtown Los Angeles Branch opens state-of-the-art headquarters
The office is located in a twin skyscraper complex formerly known as the ARCO Plaza Towers and renamed City National Plaza in 2005.
09/15/2017
Bids for Old Mutual's funds arm headed by Richard Buxton due in less than three weeks
Old Mutual is reportedly aiming to sell the business for at least £500m.
09/15/2017
Investec warns six-month profit unlikely to be improved
Group revenue improved while expenses grew in line with revenue.
09/15/2017
Global private banking debate: Providers serve up the best of old and new
These clients tend to be ever-more global, with family members, bank accounts, mortgages and assets distributed across the world.
09/15/2017
Troubled wealth firm hit with further FCA restrictions
This business, which holds all UK assets on behalf of Beaufort Securities, had £65 million in client money as at December 2016, according to the firm’s latest accounts.
09/14/2017
Old Mutual Wealth's Feeney on the managed separation road
It also revealed that Old Mutual had put £200 million into the wealth arm to prepare it for its planned spin-off.
09/14/2017
A royal family office: LGT’s UK connections
The royal family attracted attention last year after acquiring a majority stake in Vestra Wealth in June 2016
09/14/2017
Julius Baer Chief Sees Asia Making Up a Third of Business
Hiring spree paying off in a ‘very big way,’ CEO Collardi says
09/14/2017
Citi Goes After Next Generation
Citigold Private Client offers clients access to both Citi’s consumer and institutional businesses.
09/14/2017
A Bigger Umbrella
The Northern Trust Company, as it was originally called, was founded as a bank in 1889 by Byron Laflin Smith.
09/14/2017
Cultivating The Ultra-Affluent
Being a thought leader means you are providing a steady stream of high-value content to your intended audiences.
09/14/2017
Erste Bank Hungary to merge investment, private banking arms
The new division will offer the benefits of independent securities market services while taking advantage of its banking foundation.
09/14/2017
Funds boutique on buy hunt as revenue doubles
The launch of the Long-Term Investment Solutions platform, and the first close of BSIF on 16 June 2017 at £150 million, was a milestone for the Group.
09/14/2017
Focus Financial Catches Another Big Fish
Eton’s customized goals-based approach has won the team multi-generational relationships with ultra-high-net-worth clients in over 20 states, Puerto Rico and Canada.
09/13/2017
Two dozen bidders in fray to buy AXA's wealth management unit in HK
Interest in AXA’s unit has mainly come from some insurers, Chinese state-owned enterprises, private investment groups and property companies, the sources said.
09/12/2017
Former Gartmore owner approached about Old Mutual funds deal
Hellman & Friedman is among a group of investors being asked to look at bids for part of OMGI, Sky News understands.