12/29/2016
Wealth management is growing, and struggling to hire
The parts of the industry that are growing are having trouble finding qualified candidates.
Wealth and Asset Management
12/29/2016
Saft-On-Wealth-When it comes to mergers, it is all about market power
In other words, the merger that sails closest to the line of being rejected by regulators as anti-competitive.
12/28/2016
Global Finance names BDO Private Bank as ‘one of world’s best’
Global Finance said it selected the winners making use of entry submissions, market research, input from industry analysts and executives, and other users of private banking services.
12/28/2016
Philanthropy shifts its course towards financially impactful giving
High net worth South Africans should be mindful of their philanthropic efforts
12/28/2016
Africa's Entrepreneurs - Strong but Struggling
There is very little information on informal MSMEs in Africa, and yet these constitute approximately 90% of the MSMEs on the continent.
12/27/2016
CreditEase Wealth Management Wins China's "Best Non-Bank Private Wealth Product" Award
The award was set up for the first time by the Asian Banker
12/26/2016
Italian firms take direct route in quest for better returns
Italy has an impressive collection of family wealth for an economy that has barely grown in 10 years. It was six times larger than the nation's annual gross domestic product, according to Italian central bank data for 2014.
12/23/2016
Italian family firms take direct route in quest for better returns
Italy has an impressive collection of family wealth for an economy that has barely grown in 10 years.
12/23/2016
1MDB a big test for Singapore's private banking
Insiders say that the level of scrutiny private banks in Singapore receive from MAS, already high, is escalating, and that this is far more relevant than the fines.
12/23/2016
UBS France to buy Banca Leonardo's French private banking arm
Why make an exception to the rule for such a tiny company?
12/23/2016
Nikko Asset Management says Donald Trump will deliver strong returns for stocks in 2017
The group is forecasting that the US S&P 500 index will close the first half of 2017 at 2,478, up 10.7% from its current level, before rising to 2,533 by this time next year.
12/23/2016
Asia still offers rich pickings for private banks
S'pore players have snapped up businesses of those exiting the competitive industry
12/23/2016
Italian family firms take direct route in quest for better returns
Italy has an impressive collection of family wealth for an economy that has barely grown in 10 years.
12/23/2016
Jersey Finance: latest newsletter
As 2016 ends, I am looking forward with confidence to the year ahead. In this newsletter, you can read about some of the activity undertaken this year.
12/22/2016
Raymond James says Nov financial AUM reached $77.8 billion
Client assets under administration reached a record of $608.1 billion, reflecting growth of 20 percent over November 2015 and 1 percent over October 2016.
12/22/2016
Wall Street holiday parties are back...but don't tell anyone
Some investment banks stopped sponsoring corporate holiday parties altogether, advising individual teams to use their own budgets for more intimate gatherings.
12/22/2016
Justin Urquhart Stewart's share tip for 2017 and why he backs the banks
He also has his 2017 tip of the year, advice for income seekers and FTSE 100 prediction.
12/22/2016
Voices 5 megatrends that are reshaping wealth management
This number is projected to increase, spurred by the powerful U.S. economy
12/22/2016
ZEDRA announces the acquisition of Luxembourg corporate trust service firm
The acquisition will increase ZEDRA’s size to nearly 380 staff worldwide.
12/22/2016
IHT Wealth Management and US Wealth Management Announce Partnership and Strategic Transition Plan to Combine Firms
Phased Process to Position Combined Firm for Continued Growth through Enhanced Scale, Resources and Expertise