06/21/2018
The event began with a group of top level private bank and associated wealth professionals who outlined their views on the key challenges facing private banks and other wealth firms in Asia as they strive to achieve their WM 2.0 business models.
06/21/2018
Products available via the service include bancassurance, investment lending, and foreign exchange transactions.
06/21/2018
SJP’s partner academy has a two-year programme for career changers looking to build a wealth management business under the group, or become an adviser in an existing practice.
06/21/2018
The Isle of Man office, Utmost Limited, currently employs 200 staff who provide support throughout the group of companies.
06/21/2018
EFG to double Chile staff in 5 years
These plans are in line with EFG’s recent growth trajectory in Chile, where the firm hired a five-person team from Banchile earlier this year.
06/21/2018
Founded in 1989 Leicester-based Greyfriars is an advice firm, Sipp and SSAS administrator and was formerly a DFM for its advisers and external IFAs.
06/20/2018
Last month, 7IM announced it has become a pension provider with the launch of a Sipp on its platform.
06/20/2018
We are working toward the changes taking effect from 1 October 2018
06/20/2018
The acquisition is estimated to cost a total of 210 million francs.
06/19/2018
Julius Baer's New Boss Breaks With Boris Collardi
It isn't the only about-face from Collardi, according to Hodler: «We've achieved growth so far by hiring private bankers and with acquisitions.
06/19/2018
Mercer Advisors Named a Three Time Finalist in the 2018…
Barton has established Mercer Advisors as one of the leading strategic RIA acquirers in the country and has built the M&A function to become a powerful growth engine.
06/19/2018
UBS Expects China to Ease Its Cash Crunch
“But I think risks are rising the further we get into this deleveraging phase.”
06/19/2018
RPT-Singapore's OCBC plans China wealth management business to boost profits
OCBC, Singapore’s second-largest listed lender, expects the launch of the wealth management business and the expansion of its banking presence in the Greater Bay Area to be a “new growth driver” for the bank, CEO Samuel Tsien said.
06/19/2018
UBS Group CEO on Puerto Rico: 'We could have done things better'
Ermotti said there were not obvious warning signs in the years prior to the UBS Puerto Rico bond funds imploding.
06/19/2018
Wells Fargo mulls combining wealth management divisions
During the bank’s investor day conference in March, Jon Weiss, head of wealth and investment management, said Wells Fargo is exploring ways to increase efficiency among the bank’s wealth businesses.
06/19/2018
Assante Wealth introduces philanthropic platform
The charitable giving program allows clients to incorporate philanthropic giving into their overall wealth plan
06/19/2018
Bravura updates wealth management platform
Sonata enables the efficient rollout of new functionality in a consistent and predictable manner that ensures our customers stay ahead of changes in the industry.
06/18/2018
UBS's Main Unit Is Upgraded at Moody's on Wealth Business
For comparison, Credit Suisse’s long-term issuer rating stands at Baa2 with a stable outlook.
06/18/2018
The predictive aspect of AI is expected to be a driver of transformative personalisation in wealth management
06/18/2018
Hawksford acquires Asian corporate service provider
This is the sixth acquisition that Hawksford has made since it was backed by private equity house Dunedin.