05/09/2017
LPL Financial Welcomes Long Island-Based Wealth Management group
LPL was the right partner because we have been able to evolve our offering while continuing to operate as a boutique wealth management firm.
Wealth and Asset Management
05/09/2017
Credit Suisse to slash 35 positions in Asia’s equities business
The Zurich-based bank is also seeking the shrink the Asian equities unit’s balance sheet
05/09/2017
French bank Natixis' Q1 net income climbs 40 pct on trading surge
The investment banking-focused company said quarterly net income rose to 280 million euros ($304.9 million) driven by stronger revenue in fixed income and equities trading, as well as asset management.
05/09/2017
UBS FAs Score First Access to BlackRock Platform
BlackRock and UBS didn’t disclose the financial terms of the deal in the press release.
05/09/2017
Old Mutual to scale back its global footprint
Old Mutual is set to boost the existing executive team with a few high profile appointments as it returns back to home base with a new strategy.
05/09/2017
Tideline Deepens Impact Investing Expertise with Strategic Hire
Amy Bell joins impact investing strategy consultancy as Senior Director
05/08/2017
Standard Chartered Inks Zurich Deal
We are pleased to partner with Zurich to introduce best-in-class insurance solutions for our clients across the network in the Middle East.
05/08/2017
EFG: Skirmish in Italy
The bank rebranded itself following the deal, doing away with the BSI brand, a 144-year-old Swiss bank which was disgraced by its deep involvement in the 1MDB scandal.
05/08/2017
Why portfolios are paramount for good advice
But wealth managers and investment advisers must not lose sight of investment returns on the portfolio overall.
05/08/2017
Wealth and business service firm eyes £1bn London float
It offers a number of services.
05/08/2017
UBS in Asian Asset Breakthrough
Asia is without doubt one of the most important sources of new business opportunities for UBS.
05/08/2017
HSBC PB strikes strategic deal with 25 fund firms
It has sought out companies covering a diverse range of asset classes, geographies and styles.
05/08/2017
Philanthropy: The mainstreaming of impact investing
New marketplace for impact investments; industry in need of institutional clout.
05/07/2017
'Nobody picks on a strong man' – Charles Atlas
He now stands on the verge of becoming one of the most significant sportsmen of his generation.
05/07/2017
GAM plans to leave London’s upmarket St James’s
Area has become too expensive for Swiss asset manager under pressure to cut costs
05/07/2017
Women Play Critical Role in Managing Family Wealth
High-net-worth women increasingly are in charge of family finances.
05/07/2017
How to Get a Straight Answer About Adviser Fees
If you get a complicated explanation of how much you’re being charged on your investment account, it’s time to walk away, experts say
05/05/2017
Dutch trust company operator TMF again eying IPO
The company issued a similar statement in 2016 naming Goldman Sachs as adviser, but an IPO never materialised.
05/05/2017
Estera marketing team shortlisted for prestigious awards
The Citywealth Brand Management & Reputation Awards are due to be held in London on 15 June.
05/05/2017
Nordea Private Bank Shutters Zurich Office
The reasons for the closure are rising regulatory and IT costs in Zurich