08/21/2017
Investcorp Agrees to Acquire an Interest in a Swiss Private Bank
Completion of the transaction is subject to various regulatory approvals
Wealth and Asset Management
08/21/2017
Client Service For High Net Worth Individuals: When Every Customer You Support Is A VIP
PURE Group of Insurance Companies, a member-owned insurer established in 2006 by President and CEO Ross Buchmueller and two other insurance industry veterans.
08/21/2017
Italian Managed Wealth: Why Are Italian Investors Abandoning Fixed Income Assets?
Coming back to the three main points highlighted above, it’s worth trying to understand why these three patterns occurred, and why they are so significant in Italy, relative to other countries.
08/21/2017
Vontobel Buys Client Portfolio in Eastern Europe
The bank will invest in its business where it sees the best conditions for working profitably.
08/21/2017
AGF Responds to Media Reports
While these discussions are ongoing, there can be no certainty these will lead to a transaction.
08/21/2017
European Wealth revamps fund to attract clients in Far East
The changes are in response to growing demand for more defensive structures from IFAs and wealth managers in the Far East, group chief exeucitve John Morton said.
08/21/2017
Deutsche Bank eyes wealth management expansion in London
Deutsche Bank wants to significantly grow the number of private bankers it employs in London.
08/20/2017
Rathbones plots £2bn merger with wealth rival
A tie-up between will create a wealth manager with more than £50bn under management
08/18/2017
Private Banking's Big Challenge
This is the finding of a bi-annual private banking study published by zeb consultants.
08/18/2017
Mercer's expansion picks up pace with $100M deal
The Mercer team functioning across multiple departments, such as investments, marketing, training, accounting, IT, and compliance, can relieve advisors of middle- and back-office responsibilities and provide leverage for planners to expand and service the
08/18/2017
Mideast private bankers getting hot on Saudi Arabia
The world's biggest exporter of crude showing signs of recovery
08/18/2017
Mission Wealth Recognized as one of America's Fastest-Growing Private Companies
The Inc. 5000's aggregate revenue is $206 billion, and the companies on the list collectively generated 619,500 jobs over the past three years.
08/18/2017
Westpac halts $14bn asset manager sale
Westpac has said it will continue to assess sale options
08/18/2017
Old Mutual Wealth chief: I was not prepared to announce more platform delays
I took that decision and I am responsible for it
08/17/2017
Region's economic diversification gives way to resurgence of wealth managers
The number of affluent high net worth individuals is forecast to grow by 39 per cent over the coming decade
08/17/2017
Who are Asia’s top private banks and wealth managers in 2017?
The Asset here announces the winners of The Asset Triple A Private Banking and Wealth Management Awards 2017.
08/17/2017
The importance of corporate structuring
The rise Middle Eastern superyacht owners embracing corporate structures exemplifies their significance.
08/17/2017
AUSTRALIA: Numbers and needs of female HNWs set to grow
The number of HNW women is even more likely to grow.
08/17/2017
RLAM reports 357% rise in inflows in 'more stable' 2017
Funds under management for the business reached £106 billion during the period, up from £100 billion at 31 December 2016.
08/17/2017
St. Galler KB: Buoyant Asset Management
Trading income added even 39 percent, while interest income declined slightly.