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1 min read
Induslnd Bank launches wealth management platform
New Delhi, Jan 24 () Private sector lender IndusInd Bank on Friday said it has launched its wealth …
PTI
2 mins read
Deutsche Bank is shuffling its wealth management team
Nicholls-Smith will take up a role on Deutsche Bank's Mercury Project Management team, according to…
Ben Moshinsky
4 mins read
This Startup Is Going After One Of The Last Successful Businesses On Wall Street
"Vestorly removes the testimonial risk by cutting out any likes, discussions, and commenting. It's …
Linette Lopez
2 mins read
Bank of America is looking for a few good wealth managers
Potential candidates aren't wealth managers with tons of experience. Instead, the bank is looking f…
Jonathan Marino
5 mins read
Private wealth execs at JPMorgan and UBS told us they're lending more against private shares. WeWork CEO Adam Neumann has borrowed from both.
While some big startups are staying private longer, some recent IPOs like Uber and Lyft have stumbl…
Rebecca Ungarino
1 min read
UBS investment banking co-president Robert Karofsky will become sole head following the departure of Piero Novelli
Robert Karofsky and Piero Novelli, who is retiring from banking, were named co-presidents of the in…
Shannen Balogh
3 mins read
A big bank got fined $15 million for giving internships to the 'less than exemplary' kids of Middle Eastern officials
According to the SEC, the interns were "less than exemplary employees." The SEC claimed that the so…
Julia La Roche
1 min read
Two former Bank of America wealth management trainees are suing the bank for not paying overtime
Zaq Harrison and Andrew Blum were part of the bank's "Practice Management Development" trainee prog…
Portia Crowe
3 mins read
Wall Street's trillion dollar money managers are under threat from a new breed of low-cost advisers
How startups in the wealth management arena differentiate themselves, particularly with new 'HENRY'…
Jonathan Marino
3 mins read
UBS had 2 multi-billion-dollar clients pull their money out of its massive Americas wealth business, driving overall fourth-quarter outflows
It's all an effort to expand its menu of specialized client offerings, particularly bespoke family …
Rebecca Ungarino
2 mins read
UBS smashes Q2 profit forecasts thanks to its surging wealth-management business - but expects a drop in client activity in Q3
The Swiss bank's wealth management division contributed the most to results and posted $25 billion …
Shalini Nagarajan
3 mins read
There's hardly been a better time to be a wealth manager to the ultrarich as the war for talent escalates. Here are 5 firms on the hunt.
The competition over America's wealthiest clients is almost as fierce as the fight over wealth tale…
Hayley Cuccinello
3 mins read
Customers aren't as happy with wealth management apps as they are with their other banking tools
And apps' user experience could soon become a high-stakes way to set firms apart as the major broke…
Rebecca Ungarino
4 mins read
UBS has a new group to help advisers working with the mega-rich - it's part of a plan to rake in $70 billion in assets over three years
UBS, the world's largest wealth manager, is focused on deepening ties between wealth and its invest…
Rebecca Ungarino
2 mins read
There is a new category of super rich, and JPMorgan wants their money
According to Erdoes' presentation, the bank is a major lender to the world's "major families," with…
Matt Turner
3 mins read
Wall Street is waking up to a $35.3 trillion opportunity
One-tenth of global wealth, or $16.9 trillion, is held by millennials, according to a BCG Global Cl…
Tina Wadhwa
3 mins read
JPMorgan is going through a big investment-banking leadership shakeup and 18 rainmakers have new roles keeping its biggest clients happy
For example, last year JPMorgan hired four Silicon Valley Bank execs to form a VC client coverage g…
Shannen Balogh
3 mins read
No flashy tech tools needed - inside one wealth manager's quest to dominate the industry without going fully digital
"Where we are getting more innovative is with the high-touch experience for our larger clients, bei…
Rebecca Ungarino
2 mins read
BlackRock is buying a stake in a financial technology company to reach more than 90,000 money-managers
The deal deepens an existing relationship between the firms. Envestnet already offers BlackRock's i…
Meghan Morris
1 min read
The 15 biggest wealth managers in the world
Much of this success is the result of greater wealth across the Asia-Pacific region and growing int…