Tidjane Thiam Fights to Defend His Identity
The bank is now in the process of being taken over by arch-rival UBS.
Wealth and Asset Management
15616 articles found
New mortgage club launches for HNW clients
Private Banker Finance primarily specialises in sourcing mortgages for £1m and over.
Wealth manager celebrates record year, despite volatile markets
Net inflows in the second half of the year were £0.887bn, an average of £148m per month, maintaining the strong performance delivered in the first half of the year of £0.907bn.
Liontrust among suitors for Zurich-listed asset manager GAM
A combination of London-listed Liontrust Asset Management and GAM would create a fund manager overseeing roughly £100bn in assets, Sky News learns.
Deutsche Bank Targets Asia’s Rich as Credit Suisse Clients Flee
The bank is targeting entrepreneurs with investible assets
Emerging markets in the era of friend-shoring
Five years ago the US and China began imposing tit-for-tat customs duties, adding friction to global trade.
Objectway in the Wealthtech 1000 for the Fifth Consecutive Year
The Advisory Board and FinTech Global team set out to find the best and brightest companies that are solving the industry’s most significant problems, raising capital, generating revenue, and gaining customer traction.
BNP Paribas' wealth management unit to launch in Thailand
BNP Paribas named Daniel Peter as chief executive of the wealth management unit in Thailand.
DFM's assets trapped after FCA shuts down WealthTek
Collapsed wealth firm was custodian for Stellar Asset Management, meaning client money is stuck while special administrators complete their task.
Julius Baer Opens New Hong Kong Office
The new space will complement its existing office in the central business district’s International Finance Center (IFC) building.
How the wealthy borrow cheap cash to pay their taxes
Wealth management clients with hefty stock and bond portfolios have long used their holdings as collateral for loans to bankroll their dreams
For These Morgan Stanley Advisors, Having a Big Team Is a Must
Along with partners Mary Guza and Diana L. Chaney, Ricca explains how their group’s structure benefits both clients and younger colleagues, and what investors should look for in an advisor.