02/08/2017
Vontobel says no sign of margin improvement in wealth management
The focus and the up-selling potential we still see we will be able to protect current margin levels.
Wealth and Asset Management
02/08/2017
ABN AMRO MeesPierson named Best Private Bank
A wonderful result and it's good to see that other private banks honor the innovative development of our services.
02/08/2017
Aberdeen Asset Management boosted by RBC Capital upgrade
RBC said the biggest risk remains a recovery in net flows.
02/08/2017
The Top Five Wealth Managers in Asia
Hong Kong and Singapore’s best private banks for HNW and UHNW individuals.
02/08/2017
WealthWise Financial Now Offers Access to Both Worlds Robo and Advisor
GWP offers the best of both worlds
02/07/2017
Signature Family Wealth Advisors Finalist For Prestigious Industry Awards
This recognition is a testament to the hard work of the team over the past 12 months.
02/07/2017
RBC captures more than a dozen wealth management wins at 2017 Euromoney awards
Industry peers recognize RBC as the best Canadian private bank for 10th consecutive year
02/07/2017
Sanlam launches instant insurance app
Insurance app was built on observations of how the digital era has transformed the way consumers buy products
02/07/2017
Nikko Asset Management Receives Three Awards from Asia Asset Management
The firm was also acknowledged as Japan's ETF Manager of the Year, for its leadership in expanding Asia's largest exchange traded fund market.
02/07/2017
Brewin Dolphin adds passives range to managed portfolio service
The team will also be able to allocate to active funds where they believe it would benefit the portfolio and passive funds might not offer effective replication.
02/07/2017
Mattioli Woods buys stake in wealth manager
There will be no change to the management of Amati funds and portfolios, which will continue to be run by Paul Jourdan, Douglas Lawson, and David Stevenson.
02/07/2017
Baltimore-area financial advisers react to Trump's hold on fiduciary rule
Advocates for the rule argue it would put everyday investors' interests ahead of the industry's.
02/07/2017
BMO Asset Management to Launch New ETFs on NEO
BMO is a true leader when it comes to embracing innovation
02/06/2017
We are beyond fighting
Fintech has exploded around the world since the financial crisis, with a proliferation of startups tackling finance with new digital tools.
02/06/2017
Lloyds to pay more bonuses than RBS for first time in a decade
Recovery underlines divergence of fortunes at the two bailed-out banks
02/06/2017
The World's last wealth management frontier?
There is no clear definition of what constitutes a middle class, and so getting a handle on exact numbers is tricky.
02/06/2017
New management structure of ABN AMRO
The new management structure thus creates a stronger client focus and explicit dedication to the business activities at senior executive level.
02/06/2017
Vontobel in First of its Kind Tie Up With Bank of Singapore
This will enable them to access to the Swiss wealth manager’s best-in-class suite of European financial products and services.
02/06/2017
We don’t manage money in response to headlines
Investment process and philosophy at the heart of long-term results – Nedbank Private Wealth.
02/06/2017
Dobell leads M&G out of Bestinvest's funds doghouse
The global equity sector had the largest number of dog funds at 15, with perennial underperformer North America holding nine funds.