06/30/2017
Matthew Butcher moves on as Neptune abandons wealth plan
Cliff has also ended his link with Neptune and it is not known whether he has taken up another post in the industry.
Wealth and Asset Management
06/30/2017
How Singapore’s wealth professionals could fall victim to the march of the machines
This could mean serious disruption for Singapore’s massive wealth management industry.
06/30/2017
UBS Uses Star Pull to Promote Philanthropy
Damon wants to open Water.org to investors and plans to establish a fund that will collect an initial $50 million in the U.S. and in Europe.
06/30/2017
Charles Stanley's plan to become UK's 'leading' wealth firm
Abberley noted that growing revenue and building operational efficiency will also be a central focus.
06/29/2017
Sluggish demand for Bank of Ireland Private-KKR fund
Previously the unit offered a separate, stand-alone service to wealthy clients.
06/29/2017
Tenures in Asian private banking tumble by 40%. Here’s why
This is partly a demand and supply problem.
06/29/2017
RBC Global Asset Management invests $20 million to establish in-house Innovation Lab
RBC GAM has committed initial funding of $20 million over the next five years to establish the Innovation Lab and fund its initiatives.
06/29/2017
Consolidator's assets near double on hectic year of buyouts
Assets under management rose 41% to £819 million, while headcount rose from 90 to 112 over the year.
06/29/2017
Nomura’s approach to wealth solutions in Asia
He believes such an approach creates an advantage amid a growing need to address issues around inter-generational wealth transfer, tax compliance and protection.
06/29/2017
swissQuant and Avaloq create innovative advisory solution
The technology enables banks to automate their offerings and integrate them fully in the core banking system
06/29/2017
Trading places
David brings to bear a wealth of experience across markets and segments which is ideal for a large commercial bank such as BNP Paribas.
06/29/2017
Private client assets pass £800bn for first time
Wealth management assets climb £49bn in a year
06/29/2017
Multrees releases new interfacing platform
Simple, automated and real-time integration with other B2B and B2C applications
06/29/2017
Regional IFA completes MBO after £8m private equity investment
The firm has previously set its sights on £1 billion of assets.
06/29/2017
20-something entrepreneurs twice as likely to aim to make a positive impact
What about personal wealth?
06/29/2017
Eyeing scale to target families in Greater China
His goal now, is to beef up his local team to take a tilt at the China market (and others) in tandem with QL.
06/28/2017
BNP expects to be among top five private banks in Asia in 3-5 years
"Our goal is to grow faster than the market," said Mr Lecomte, but added that the bank will focus on organic growth.
06/28/2017
Wealth Manager Expands Footprint
He also served in the delegation that won the 2012 London Olympics.
06/28/2017
Standard Bank takes top spot for wealth services
Standard Bank beat Sanlam Private Wealth and Nedbank Private Wealth for the overall award.
06/28/2017
OCBC is divesting its non-core businesses, investing in wealth management
UE has attracted many suitors as its core businesses comprise property development, hospitality, engineering and distribution.