05/15/2017
Lombard Odier Wins Two Prizes at European Wealthbriefing Awards
The WealthBriefing awards are held annually, to showcase the leading companies and figures in the private wealth industry.
Wealth and Asset Management
05/15/2017
A 150-year old Canadian bank is muscling in on Wall Street
Business Insider spoke with Blair Fleming, head of RBC Capital Markets US, about dealmaking and the Canadian bank's US growth plans.
05/14/2017
Q: Which two London tube stations are closest together? - find out here
As we creep towards summer, there always seems to be a flurry of events despite sudden reminders that we are not quite there yet.
05/14/2017
We complement Singapore & HK as financial centres: Labuan IBFC
Businesses based in Labuan IBFC focus on three core sectors — banking, reinsurance, wealth management and financial services.
05/14/2017
Active fund fees remained high over past decade
Competition from index trackers has not lowered costs for investors
05/14/2017
This Caribbean Bank Wants Chinese Money No One Else Will Touch
New Bank of Asia to serve 200,000 offshore companies in BVI
05/13/2017
Bank UBS in dispute with taxman over attempt to book losses from its Swiss parent in UK
The skirmish is the latest in a long-running dispute with the taxman over losses suffered by banks during the financial crisis.
05/12/2017
Keeping a broker honest in Asian HNW insurance
Every HNW client in Asia – based on the guidance of their relationship manager – must ensure they are getting the right life insurance solution to meet their needs.
05/12/2017
Henri Leimer: «LGT Isn't a Bank for Tycoons»
Now the hard work begins with the integration of the company. How’s does it go?
05/12/2017
Old Mutual replatforming leaves £330 million worth of questions
Old Mutual Wealth chief executive Paul Feeney has been actively defending both decisions in the press.
05/12/2017
Julius Baer extends partnership with Formula E
Julius Baer is very proud to extend the partnership with Formula E
05/12/2017
An Award Winning Evening At The WealthBriefing Awards
We are proud to have been recognised for the commitment to our clients across a wide-ranging proposition and the exceptional talent and dedication of our people
05/11/2017
NAB offloads private wealth business in Singapore and Hong Kong
The deal comes as banks in Singapore seek to beef up their sources of income as a subdued loan-demand outlook weighs on overall earnings growth expectations.
05/11/2017
Rathbone Brothers Funds under management up 4.7%
"Strong investment markets and continuing growth helped our funds under management reach £35.8 billion during the first quarter of 2017, up 4.7% from 31 December 2016, and 22.2% from a year ago.
05/11/2017
Standard Life platform flows soar after Elevate takeover
Standard Life outlined its development plans for the platform earlier this year.
05/11/2017
Brewin Dolphin completes purchase of Duncan Lawrie
“This transaction represents a significant endorsement of our growth strategy.”
05/11/2017
Brexit opens door for Swiss-UK banking deal: Julius Baer CEO
Non-EU member Switzerland trades with the EU through a web of more than 100 sectoral agreements
05/11/2017
Lombard Odier bank cuts a third of staff
The staff were informed at a meeting with company directors.
05/11/2017
Merrill Lynch Reveals New Plan For Commission-Based IRAs
The brokerage is rolling out a commission-based retirement account on its advisory platform for investors who do not need ongoing, annual management.
05/11/2017
Who have advisers ranked as the most popular DFM?
It will be interesting to see next year if this trend continues