03/02/2017
How Adelaide boy Peter Flavel became the Queen's banker as Coutts CEO
It led to the establishment of the mass affluent and the private bank client segments at NAB.
Wealth and Asset Management
03/02/2017
BlackRock Said to Cut Employee Bonuses for First Time Since 2011
BlackRock saw its first decline in annual revenue since 2009 as performance fees fell by more than half.
03/02/2017
Summitas Wins Private Asset Management's 2017 "Best Cyber Security Solution" Award
Similarly, HPM Partners has been consistently ranked among the top wealth managers by PAM, Forbes, Financial Times
03/02/2017
UBS managing director Barry Sharkey to take extended leave
It also comes during the week which UBS options issued to staff post the global financial crisis can be vested.
03/02/2017
Schroders ditches quarterly reports as wealth head steps down
Combined with acquired growth and market appreciation overall assets rose from £313 billion to £397 billion, while income rose 8% to £1.7 billion.
03/02/2017
Credit Suisse Asia Pacific partners fintech firm Mesitis to offer aggregation platform
The Swiss private bank is also pushing out in the region a fully front-to-back automated digital client onboarding application.
03/02/2017
Schroders pays £86m for stake in advice company
In its results Schroders said Benchmark Capital increased its assets under administration over 2016 to £11.1 billion.
03/02/2017
Yellow Brick Road to revamp wealth management ops with Rubik
Rubik also supplied digital channels software to the domestic market.
03/02/2017
Investec W&I launches two structured product portfolios
IW&I’s specialist structured products team will manage both portfolios.
03/01/2017
Multi Family Office shortlisted for two international awards
These awards will recognise the very best operators in the private client industry
03/01/2017
Alpha launches new office in Switzerland
The move is a key step in Alpha’s geographic expansion strategy.
03/01/2017
Dynamic Wealth Advisors Selects Orion to Power Its Back-Office Support and Wealth360 Platform for RIA Firms
We knew we wanted to continue to focus on our core strength of providing practice management, operational and compliance services, and didn't want to be in the portfolio management system business.
03/01/2017
Natixis Global Asset Management Launches Mirova Global Green Bond Fund
Combines Mirova’s ESG Expertise with Credit Selection to Diversify Fixed-Income Portfolio Allocations
03/01/2017
Wealth Management Sector Feels Threatened by Technological Evolution
The rapid technological change is among the four major factors causing concern for wealth management CEOs
03/01/2017
BlackRock Rapidly Expanding ESG Reach
This is why we designed our iShares Optimized suite of ETFs, which are broad market solutions that seek to align ESG and financial outcomes.
03/01/2017
Fabian Onetti: time for independent US offshore firms to take center stage
There were large international commercial banks that in many cases had local offices going back many decades.
02/28/2017
Private banking: Julius Baer’s wealth-gathering machine
Julius Baer is going head-to-head with its two larger Swiss competitors in Asia and Europe.
02/28/2017
Banks less enamoured of wealth management
The most recent market update filed by ANZ Group, which is contemplating exiting wealth management, would also have given pause for thought.
02/28/2017
Luxury Lifestyle Brand Concierge New York Launches Sister Company
We provide tailored staff management solutions.
02/28/2017
Morgan Stanley Gave Some Wealth-Management Clients Wrong Tax Information
Error caused some clients to underpay on taxes, others to overpay