09/16/2016
Top tips for trustees to combat fraud, by David Clarke of the Fraud Advisory Panel
September issue of our Charities Briefing newsletter
Wealth and Asset Management
09/16/2016
Wealthy to dump billions into superannuation
Changes to the government's super policy, unveiled this week
09/16/2016
Waqf Foundations – A Unique Shariah-compliant Wealth Management Solution
The first private client solution incorporating the concept of Islamic charitable endowment
09/15/2016
Lights Camera Action - It’s the Oscars For Wealth Managers
In the competitive pursuit of capturing the attention of HNW and UHNW investors, wealth management is missing an opportunity. It’s a glaring miss. Almost an open goal-level miss.
09/15/2016
The top 9 skills private bankers need by 2021
The PwC surveyed 35 private wealth management organizations, of which 3,400 are front office practitioners, 2,000 are middle office and 2,200 back office practitioners.
09/15/2016
Swiss-Based Investor Enters Fray For UK's £4bn Green Bank
Contrary to earlier reports, the SDCL-led bid was not tabled ahead of a deadline on Monday but is expected to be later on Wednesday, according to Whitehall sources.
09/15/2016
Swiss privae bank still sees need for ‘high quality’ wealth managers in Asia Pacific
The bank already has more than 1,000 client advisors in this region, but the bank sees demand growing.
09/15/2016
Global search firm AP Group becomes an APSCo member
The membership was approved following rigorous application and verification process, and that reflects the firm’s commitment to highest standards of recruitment services to clients and candidates.
09/15/2016
Cim Global Business sponsors the South East Asian Private Equity Conference
Udit Gambhir, Managing Director of Cim Global Business, Singapore will moderate a session on direct & co-investments during the conference.
09/15/2016
Plenty of Work Awaits the Chairman of Bankers Association
He understands the problems of the private banks with his background as chairman of Vontobel.
09/14/2016
Merrill Lynch Broker Team With $550 Million in Assets Resigns
Ex-Merrill adviser team launches international-focused boutique
09/14/2016
Wealth manager to enter direct investing with new UK equity fund
The firm also said it would reallocate UK equity exposure from its existing multi-manager portfolios into its own offering at a “significantly reduced cost”.
09/14/2016
Heartwood launches two ethical portfolios
Managed by Benjamin Matthews, the portfolios will screen to exclude exposure to sectors such as tobacco and arms and include companies with clear social and environmental benefits.
09/14/2016
How UBS Plans to Reap 1 Billion Profit From Asset Management
The wider asset management unit is difficult for UBS' investors to grasp: management fees are usually steady
09/14/2016
City National sells off salvaged remains of Convergent Wealth Advisors
After a trifecta of traumas, Mark Hurley steps in to fund and help construct deal with Pathstone and PagnatoKarp
09/14/2016
Polin wants to boost Sanlam adviser numbers
Having restructured the company into one brand he said Sanlam would be launching a new proposition next month.
09/14/2016
$124 million payday for Wells Fargo exec who led fake accounts unit
The disturbing practices took place under the leadership of Tolstedt, who headed the community banking division of Wells Fargo for at least nine years.
09/13/2016
European Wealth buys £17m-strong asset manager
The acquisition will add a third fund to European Wealth's in-house range and broaden the equity investment styles it has available, ahead of the launch of an institutional equity service planned later this year.
09/13/2016
Vontobel Opens Digital Platform to All Private-Banking Clients
With the opening of the platform to other users, new functionalities have also been added.
09/13/2016
Former UBS Managers launch new wealth management firm
The services offered by the two range from the analysis of customer assets through the support of philanthropic projects and targeted fundraising for investment projects.