11/22/2017
No ‘threat’ in focusing on HNW clients
The fact is that providing traditional advice is expensive, and people with a higher net-worth have more complex circumstances that are less suitable to be addressed by technology.
Wealth and Asset Management
11/22/2017
Secretive Wealth Manager Wants to Be a Buyout Shop
Raises the specter of possible conflicts with some of its clients
11/22/2017
Singapore Wealth Firms Weather Tax Transparency, Minister Says
Firms in Singapore haven’t seen a ‘significant’ outflow: Rajah
11/22/2017
Charles Stanley warns 'major regulatory change' may impact third and 'hardest step' of turnaround
Hopes for higher levels of trading activity
11/22/2017
Raymond James' Scout Investments Buyout to Boost Earnings
Record client assets under administration of $703.8 billion increased 17 percent compared to October 2016 and 2 percent compared to September 2017.
11/22/2017
Insurance key to structuring Asian wealth
He believes that it’s when the market isn’t performing well that the insurance sector sees a surge in interest from advisors and their clients.
11/22/2017
CIBC becomes a signatory of the United Nations-supported Principles for Responsible Investment Français
The PRI is the world's leading proponent of responsible investment, bringing together a global network of asset owners, investment managers and service providers.
11/21/2017
UBS Raises Fees for Wealth Management Clients
The brokerage currently charges an annual fee of $150 to $500 to clients with $1 million or less in total assets held at UBS, the publication writes.
11/21/2017
WMA merger with Apfa cost £61k
The WMA accounts, which cover the year ending in May 2017, showed the trade body making an operating profit of £17,660.
11/21/2017
UBS looking to expand wealth management services for women
Swiss bank's initiative also targets growing female affluence in Asia
11/21/2017
Coutts, the Queen's bank, to cut as much as a tenth of its workforce
The bank will inform staff of its next step in December.
11/21/2017
Ex-OMGI multi-asset managers back with boutique
Soft launch this week
11/21/2017
Culture Is Raymond James’ Middle Name
It was a rare moment in which a powerful CEO was able to show that they understood exactly what type of challenges their clients face.
11/21/2017
Wealth manager buys Scottish financial advice firm
"We’re now looking forward to a new chapter in our growth following the acquisition and look forward to working with our clients across Scotland."
11/21/2017
Asset & Wealth Management Revolution
Embracing exponential change
11/20/2017
Assets Surge at Julius Baer
Momentum was particularly strong in emerging markets and the Asia Pacific region.
11/20/2017
UBS Asset Management Launches Onshore Equity Fund in China
The fund will invest primarily in the A-share market and is available to both qualified institutional investors and high-net-worth individuals based in China.
11/20/2017
Morgan Stanley nixes protocol pact, blocking brokers’ exits
The feeling is the same for many advisers at the other major wealth management houses, The Post has learned.
11/20/2017
Globaleye Poaches UAE Wealth Management Director From DeVere
A Former DeVere Group Area Manager Has Been Named Director Of Wealth Management Services For Globaleye In The UAE
11/20/2017
In response to HSBC and UBS announcing moving fewer jobs than expected, the CEO of Pilatus Bank predicts that the UK will remain a dominant financial hub regardless of Brexit
Brexit has prompted a lot of uncertainty, especially in the financial services industry.