10/04/2015
Why goals-based wealth management has yet to reach its full potential
Current adviser technology needs to be pushed to its limits to help goals-based planning take off
Wealth and Asset Management
10/04/2015
Credit Suisse receives QPAM exemption from DOL
The company, which managed $15.6 billion for U.S. institutional tax-exempt clients as of Dec. 31
10/04/2015
Credit Suisse revamp to boost Asia, cut jobs in Zurich -paper
Thiam began a strategy review after taking over on July 1 and signalled he wanted to focus on banking for the world's wealthy, particularly in Asia, and move away from riskier securities.
10/02/2015
Banks looking to attract millennials into premium services
Wealth managers are looking to attract young professionals earning more than S$6,000 a month, hoping that as their careers develop, they will eventually upgrade to more premium banking services.
10/02/2015
Old Mutual Wealth and Intrinsic launch national advice firm
To help facilitate its goals, Intrinsic has agreed to acquire the Financial Adviser School (FAS) and is in advanced talks with its current owner, Sesame Bankhall Group, over the acquisition.
10/02/2015
How Advisors Can Avoid the High Net Worth-Only Trap
To avoid the trap, advisors need to make a couple of major changes in their businesses.
10/02/2015
Working with wealth
High Net Worth can be a lucrative area for brokers who understand the market and the high end lifestyle of the HNW client.
10/02/2015
Mid-sized Italian bank says seeking new buyer for private bank
The unlisted cooperative lender, one of 13 Italian banks under direct ECB oversight, is preparing to raise up to 1 billion euros in cash from investors to strengthen its capital.
10/02/2015
Adding Wealth Management to Tax Services
Four key steps to expanding your client offerings
10/02/2015
How much SA cash is ‘hidden’ in Swiss banks
SwissLeaks Reviewed was a joint project by the FTC and Christian Aid.
10/01/2015
Deutsche Bank Would Cut Yuan Risk From China Stocks With ETF
The fund, which will track a hedged version of the CSI 300 index, will mitigate its exposure to the Chinese currency using one-month forward contracts on offshore-traded yuan.
10/01/2015
Rathbones snaps up IFA
Our decision to acquire the Vision Group is a reflection of its proven ability to grow and the strong relationship we have built up in the last five years.
10/01/2015
Private bank to merge Jersey and Guernsey operations
63 people are employed by them in Jersey, and 92 in Guernsey.
10/01/2015
Asset Protection Planning Increasingly Appeals To The Ultra-Wealthy
There are three main reasons for the greater attention and resources the ultra-wealthy are committing to asset protection planning.
10/01/2015
Donating air miles to charity
Looking for a worthwhile way to spend your unused air miles, or just want to make a difference by donating to charity?
10/01/2015
Rathbones to acquire Vision as part of its continuing growth strategy
It was vitally important to us that any future partner understood the unique Vision culture and ethos that exists within our business
10/01/2015
Julius Baer CEO Says He’s Confident About Asia After China Trip
Julius Baer is Switzerland’s third-largest asset manager behind UBS Group AG and Credit Suisse Group AG
10/01/2015
BMB Refocused as Specialist Advisor and Investor for Forbes 500 Families
The BMB Group, founded in 2006 by members of Asian and Gulf based ruling families, has refocused its business to provide capital and specialist advice exclusively for Forbes 500 families.
10/01/2015
Old Mutual Wealth eyes online simplified advice service
Old Mutual Wealth is piloting an online simplified advice service for advisers to white-label.
09/30/2015
Brokers Managing $3.3 Billion Take Flight from Merrill Lynch
Seven Merrill advisers will form their own independent practice