Aussie advisers are feeling the heat
Numerous and swift regulatory changes have put the industry under massive pressure
Wealth Management
-
-
DBS bolsters Thai wealth offering with partnership
Bank wants to double its wealth assets under management to S$8bn and its relationship managers to 70
-
SJP set for price war with Schroders Personal Wealth
But it could still be cheaper to use an independent adviser
-
Private bank targets Singapore wealth management sector
‘The only way to tap it is through partnerships’
-
Wealth managers globally find it hard to ‘win’ young clients
Firms only have one shot at impressing 23 to 39-year-olds
-
Eight in 10 wealth firms fail at technology
Bad digital services risk driving future clients away
-
IFA firm snapped up by Geordie wealth manager
Acquirer hopes to achieve a greater presence regionally, nationally and internationally
-
US in the news: CIBC’s wealth arm acquires family office
A round-up of the latest people moves and M&A deals in North America
-
UK wealth manager rolls out planning service for ‘Henrys’
Those with a £200,000+ income can qualify regardless of minimum investible assets
-
US investment manager enters UK retail space
After signing a distribution agreement with London-based wealth firm
-
Freshly minted Swiss firm targets US licence
Ranks will be filled by a team of private bankers from Credit Suisse’s UK international UHNW unit
-
Under half of Canadians to switch wealth firms in next three years
Firms must engage with clients and become trusted advisers or risk them leaving