All articles by PBI Editorial
PBI Editorial
Exclusive: Client investment in equities on the rise
PBI speaks to some of the world’s leading private banks who have stated that investment in equities is on the rise, suggesting wider implications that the global economy is improving. Holly Parmenter reports.
Mizuho Securities appoints Asian fixed income trading head
Mizuho Securities Asia has hired Damian Rowe as managing director and head of fixed income trading for Asia Pacific excluding Japan.
Brooks Macdonald names intermediary sales manager
Brooks Macdonald Asset Management (BMAM) has named Lisa Brown as intermediary sales manager, who will be based out of the company’s London office.
HNWI Analysis: Fashion and Luxury
PBI has drawn on WealthInsight’s research to analyse a specific industry which plays a major part in driving high net worth wealth creation. This month PBI looked at Fashion and Luxury goods in France, the USA, UK, Italy and Switzerland.
J.P. Morgan investor confidence index continues to show optimistic signs in Hong Kong
J.P. Morgan Asset Management (JPMAM) today released the results of its 28th quarterly survey conducted for the J.P. Morgan Investor Confidence Index (JPMICI) in Hong Kong. The Index is designed to reflect local investor sentiment towards the Hong Kong market over the next 6 months.
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Woodbury Financial launches Advisor Groups VISION2020 Wealth Management platform
Woodbury Financial today has launched Advisor Groups proprietary VISION2020 Wealth Management Platform to advisors. The platform is a web-based solution with leading portfolio management and trading tools, four unique investment options and simplified account administration that seamlessly integrates into the firms open architecture technology.
A foot in the future, a foot in the past
As befi ts a 341-year-old institution, C. Hoare & Co likes to depict itself as a genteel, old school bank, adhering to all the virtues of yesteryear, such as service and probity. While it stresses continuity over the centuries, in reality the bank is nowadays the essence of wealth management modernity
Lloyds sells international business to UBP for £100m
Lloyds is to sell its international private banking business to Union Bancaire Privée (UBP) for £100 million.
Private bankings final great frontier
For most private banks, great swathes of the wealth management maps of Africa have long been client terra incognita. Now they are gearing up to attract business across much of the continent as private African super-wealth exceeds the $1 trillion mark.
Client dissatisfaction on rise across Greater China: McKinsey
Private banks in Greater China are failing to capture all of the potential market because of growing client dissatisfaction and lack of trust.