08/04/2016
Why UBS's Chris Errico Is A Stockpicker Among Wealth Managers
Assets Under Management: $3.1 Billion
Wealth and Asset Management
08/04/2016
America's Top Wealth Advisors 2016: The Pros Millionaires And Billionaires Trust With Their Money
Though list members might seem to have a lot in common, there are plenty of differences too.
08/04/2016
Merseyside’s Second Largest IFA Firm Created After Deal
No figure was given for the deal, but it was described in a company statement as a “…multi-million pound acquisition.” The combined funds under management of the two wealth management firms will be over £350m. This will be managed
08/04/2016
Monthly Investment Perspective - Coutts
Global equities advanced in July as the prospect of easing monetary policy, signs of strength in the US economy and moderating concerns over Brexit fuelled ‘risk on’ sentiment. While volatility may well return to markets in the coming months,
08/04/2016
Wealth Managers Take On The Connected Generation
In a recent survey of over 1,000 high net worth individuals, FactSet and Scorpio Partnership took a look at the wealth management preferences of HNWIs by generation.
08/03/2016
How the ultra wealthy are positioning their portfolios
The question is, how do you do it?
08/03/2016
Wealth firm snaps up £16m discretionary manager
He is pleased with the deal and the breadth of clients it delivers to the company, ranging from £300,000 in size to over a million.
08/03/2016
HSBC:Reduced Client Activity as Profits Plunge
Two-thirds of HSBC's adjusted profit before tax, or $7.2 billion, came from Asia in the first half of 2016, up from 62 percent in the same period last year.
08/03/2016
Shattered Wealth Dreams
Managing the portfolios of wealthy private customer seems to be a sure-fire way to make money. But it may become the next disappointment in the global banking business.
08/03/2016
Société Générale Profit Lifted by Stake Sale
French bank makes gain from the sale of its shares in Visa Europe
08/03/2016
Standard Chartered «Improves» as Profits Fall Hard
The London listed bank reported an underlying pre-tax profit of $994m for the six months to June 30, down from $1.8bn in the same period in 2015.
08/03/2016
Another bank to shut up shop
All deposits have been returned to its private clients, and four permanent staff have accepted voluntary redundancy agreements.
08/03/2016
GAM profits slump
Underlying profit before taxes 46% lower versus H1 2015, in line with the expected reduction as communicated on 14 June 2016, and 43% lower versus H2 2015 – all largely due to reduced performance fees
08/03/2016
HNW Investors Exiting Britain Since Brexit
The survey included 770 people with investable assets of at least $1.3 million from countries across the globe, including the United States and Britain.
08/02/2016
Wealthy Investors Are Looking to Reduce UK Exposure Post-Brexit
HNW investors may actually be making the right decision in their reaction to Brexit, even if it’s for the wrong reason.
08/02/2016
UBS sees outflows from LatAm clients as tax regulations bite
As the emerging market countries implement their own amnesty programs, we will help manage our clients through those programs.
08/02/2016
Digital transformation introduces wealth management to a new generation
Robo-advice offers algorithm-based investment suggestions and options to customers based on a questionnaire that they complete, and large institutions have been looking at how they can provide this as a service to clients.
08/02/2016
Former RoboVault President Acquires Company's Fine Art Services Division
She and her team of highly experienced art handlers work extensively on private estates, yachts, corporate offices, museums, galleries, and major art fairs.
08/02/2016
Family businesses emphasise impact investing in philanthropy
As philanthropy is increasingly regarded by family businesses as a form of social investment
08/02/2016
Focusing on what you're good at - Evrard Bordier
The first half of 2016 has been transformative for Bordier & Cie in many ways.