03/09/2018
The Pace of Wealth-Management M&A Accelerates
UBS lost the most assets, meanwhile, with $25.71 billion leaving the firm with departing advisors, followed by Merrill Lynch, which had $25.85 billion leave, Echelon found.
Wealth and Asset Management
03/08/2018
Julius Baer and Siam Commercial Bank to enter into strategic wealth management joint venture
The joint venture will seamlessly combine SCB’s strong brand credibility and wealth management expertise with Julius Baer’s full suite of international wealth management capabilities and advisory services.
03/08/2018
Digital banking platform for wealth managers and private banks developed
CA-PBS was created in 1992 at the heart of Indosuez and has since been a pioneer in outsourced banking services.
03/08/2018
Sanlam Scours Africa for More Deals After Biggest Purchase Yet
Flush with excess cash, Sanlam has been on an acquisition spree across emerging markets
03/08/2018
Liechtenstein: The mysterious tax heaven that's losing the trust of the super-rich
The tiny principality of Liechtenstein attracts the super-rich for its secrecy and security but, as a bitter legal case shows, there's a price: all legal right are held by the trustees
03/07/2018
Indosuez Wealth Management targets expansion in Spain
Iñigo Calderón has been named head of Central Region of Indosuez Wealth Management [Spain] and will lead the wealth managers’ team in Madrid.
03/07/2018
Philanthropy the No. 2 Passion of the World’s Ultra Rich
In fact, philanthropy is the most popular passion globally for those with a net worth of at least $30 million outside of their own jobs, according to the report, UHNW Interests, Passions and Hobbies Study released in February.
03/07/2018
Citi in Dubai Wealth Push
The move by Citi reflects a growing trend for onshore professional wealth management in the region.
03/07/2018
Bonus Season: Boom Times for Ermotti, Thiam and Friends
What can Sergio Ermotti at UBS and Credit Suisse boss Tidjane Thiam expect in their red envelopes?
03/06/2018
Kathryn Shih: «As Number Two, You're the First Loser»
She is the grand dame of wealth management in Asia
03/06/2018
Thai wealth management evolving fast
This is a great development and certainly much more progressive than many other countries in SE Asia.
03/06/2018
VP Bank: Hiring Push Drives New Money Inflows
VP Bank Group reported group net income of CHF 65.8 million for the 2017 financial year. Striking progress was made in terms of market development.
03/05/2018
Consolidation ahead for private banking in Asia, says asset manager run by Liechtenstein royalty
Number of ‘sizeable’ private banks to come down, says Prince Max von und zu Liechtenstein, CEO of LGT Group
03/05/2018
KFH Best Bank for High Net Worth Clients 2018
Bank Received 3 Prestigious Awards from 'Euromoney'
03/05/2018
Goldman will add 30 percent more financial advisers
Goldman says the clock is ticking, since it must move swiftly to catch up with the growth of new business titans and the superrich.
03/05/2018
OM Asset Management to rebrand
“Working together with our high quality Affiliates as BrightSphere Investment Group, we will continue to evolve and enhance the ways we support Affiliate growth initiatives."
03/02/2018
Morgan Stanley Is Creating a Team to Help With Ultra-Wealthy Clients
Global banks including UBS Group AG and Barclays Plc have been expanding teams that serve some of their richest customers.
03/02/2018
How Swiss Banking Turned on Pierin Vincenz
He Took on Industry Titans
03/02/2018
Nikko Asset Management debuts first global corporate brand campaign
Before stepping onto a global stage, one of Asia’s largest asset managers had to distill a list of brand attributes—and find an agency willing to create the work in Japan.
03/02/2018
Former Lombard Odier Banker Clinches Major Asian Deal
Fiera didn't disclose financial details of the deal for Clearwater