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Edition:
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Global Wealth Management 2016

 
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Roboadvisers weigh whether to become banks

NEW YORK Roboadvisers Wealthfront and Betterment may pose a threat to traditional bank wealth management companies, but they aren't in a hurry to get a banking license, their chief executives said this week at the Reuters Global Wealth Management Summit.

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When BlackRock calls, CEOs listen and do deals

NEW YORK BlackRock Inc is using its access and leverage as a major shareholder in public companies to strike more client-winning deals with private companies, a top executive for the world's largest asset manager said on Friday.

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Brexit could boost Europe's populist politicians: BlackRock executive

NEW YORK If Britain votes to leave the European Union next week the decision could accelerate the rise of populist political parties across the continent, a top executive at BlackRock , the world's largest money manager, said on Friday.

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Asia's heightened illicit-money scrutiny to hit small wealth managers

HONG KONG/SINGAPORE A crackdown on money laundering by Asia's main private banking centers is forcing wealth managers to spend more on compliance procedures and may prove too onerous for smaller players, industry executives said.

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Investors more cautious ahead of Brexit vote, U.S. election

NEW YORK Memories of a sharp market drop in early 2016 coupled with fresh uncertainties over votes in Britain and the United States are prompting some top wealth management executives to lay out more conservative plays for their clients.

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Wall St. watchdog to review 'best interest' disclosures

NEW YORK Wall Street's industry-funded watchdog will evaluate disclosures of securities firms in light of a new U.S. Labor Department retirement advice rule requiring them to act in customers' best interests, the regulator’s chief said on Thursday.

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Singapore OCBC's private bank unit exploring China onshore presence

SINGAPORE The private banking unit of Singapore's second-biggest lender OCBC is exploring launching an onshore presence in China either with a domestic partner or on its own, its CEO told the Reuters Global Wealth Management Summit on Thursday.

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Meet your financial adviser, the cyborg

NEW YORK When Charles Schwab Corp customers call in, there is one thing they consistently seek: Help.

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Nomura sees its Asia ex-Japan wealth assets rising 15-20 percent: executive

SINGAPORE/HONG KONG Nomura Holdings expects to grow its Asia ex-Japan wealth management assets by 15 percent to 20 percent a year over the next two to three years by tapping a wider pool of wealthy clients, a senior executive at Japan's biggest brokerage said.

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Next frontier for financial advisers: your mobile phone

Plenty of apps track your activity, food consumption, heart rate and blood sugar, to encourage you to stick to your health goals. That same model is coming to wealth management, with real-time alerts from financial firms that try to curb bad behaviors like overspending.

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Singapore start-up to launch robo adviser to tap tech-savvy rich

SINGAPORE Financial technology firm Mesitis Pte Ltd plans to launch a robo-advisory business for high net worth individuals in the next two months, its CEO said, capitalizing on a growing trend by the rich to seek online investment advice at a lower cost.

Speakers

Summit Date Category
Russia Investment 2016 Sep 12 - 16 Financial Services/Exchanges
Global Commodities 2016 Oct 10 - 14 Financial Services/Exchanges
Middle East Investment 2016 Oct 24 - 28 Financial Services/Exchanges
Global Investment Outlook 2017 Nov 14 - 18 Financial Services/Exchanges