04/04/2017
StanChart to double minimum wealth for private bank clients
London-based bank to increase threshold of investable customer assets from $2m to $5m
Wealth and Asset Management
04/04/2017
Raymond James Riles Some Recruiters with Pay Policy
The policy has nevertheless spurred predictable outrage from affected recruiters, even as it draws applause from executives at other brokerage firms.
04/04/2017
The City of London Wealth Management Awards 2017
Results are determined by an online public vote, marking the awards out as an independent and prestigious recognition forum for the winners
04/04/2017
Credit Suisse Tax Inquiry Puts Spotlight on Private Bank Model
Swiss private banks face multiple kinds of risk, including past and future.
04/04/2017
Role Is About Community Leadership
He has a head full of ideas and the professional experience to help him meet the challenge.
04/04/2017
Coutts launches online investment service
Coutts Invest is an execution only platform enabling clients to invest with an initial lump sum from £500, and regular contributions from £50.
04/03/2017
Pictet takes top spot in R&M survey
While these are the same front-runners as in 2016’s results, both saw a dip in their scores.
04/03/2017
‘Brexit is going to be a mess for UK wealth management’
Fears rise that the £825bn industry will be cut off from European investors
04/03/2017
Citigroup’s drop in branch rankings highlights move upmarket
Lender falls out of the top 15 banks by branches in the US as it chases wealthy
04/03/2017
This small bank is now trying to hire from UBS in Asia
A bank like Sarasin, which isn’t listed, has more flexibility on pay.
04/03/2017
PraxisIFM Aquisition Will Enable Further Growth
The group has around 300 staff across 10 jurisdictions.
04/03/2017
Equiom expands into Japan
Fifteen team members from Solid Japan will join the Equiom team
04/03/2017
SJP ups maximum bonus for exec directors
Both its executive and non-executive directors have also received a 3% increase in base salary this year.
04/03/2017
Morgan Stanley Wealth Unit’s Bank Gains 80K Clients
The program will be expanded to include typical retail bank features such as a debit card with access to an ATM, direct deposit, check writing, and online bill payment, with the debit card issued by UMB Bank.
04/02/2017
Lombard Odier sees a high growth potential in Oman market
Lombard Odier is a private independent bank which is owned and managed by six partners.
03/31/2017
Philanthropists Are Pre-Qualified HNW Prospects
An alternate way of determining a person’s relative wealth is by examining the amount of money they donate to charity.
03/31/2017
Real Estate Investment from High Net Worth Individuals on the Rise in U.S.
Multifamily is Most Attractive Property Investment Type
03/31/2017
Wealth managers play ‘robo advisers’ at their own game
Automation and big data mining are helping human planners compete
03/31/2017
deVere Steps In With Expat Banking Solution
Opening the bank allows deVere to offer a complete financial and banking solution to our clients.
03/31/2017
MetLife taps JPMorgan as mammoth ANZ Wealth sale starts
ANZ will distribute an information memorandum for buyers as early as Friday, and parties are keen to finally see details around the transaction's structure and timeline.