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Wealth and Asset Management

08/19/2016

Arab Bank to Shutter Zurich Branch

The company will offer some of them a job at the site in Geneva, but it is unlikely that many will take up the offer.

08/19/2016

European Wealth: "Bad days make good entry points”

London-based Stammers develops European Wealth’s market views and asset allocation strategies.

08/19/2016

The HNW Customer Experience: Super-prime client care and how to deliver it

In luxury design, when you get the customer experience right, it can also mean you have a client for life, says Joe Burns…

08/19/2016

Killik & Co confirms Dubai office closure

The Dubai office, which is located in the Dubai International Finance Centre , is the firm’s only branch outside of England.

08/18/2016

Asset Managers Change Direction as Index Funds Break Out

The majority of asset managers are trailing the S&P 500 so far in 2016. A big reason for that underperformance is the emergence of index funds.

08/18/2016

Wealth Adviser Daily Briefing: Dynasty Trusts, Cutting Cash

Curated news and analysis for wealth advisers and their clients from WSJ reporters and columnists and beyond

08/18/2016

Northern Trust Establishes Securities Lending and Foreign Exchange Services in Australia

Expansion of Capital Markets Business Supports Growth

08/18/2016

Economics and the alternative funds industry - Jersey Finance

At the start of the Jersey Finance Annual Funds Conference 2016, CEO Geoff Cook sets out the big issues facing alternative funds. He discusses:

08/18/2016

Four at Saffery Champness are Citywealth Future Leaders

The list recognises the study and commitment that has enabled them to advance in the industry.

08/18/2016

The CEO of mega-bank Citi is caught between regulators and shareholders

But Citigroup may be the best example of how the Fed's efforts to make the banking system safer are tying management's hands and frustrating shareholders.

08/18/2016

Cembra Money Bank H1 net revenues up 4 pct

Costs are expected to increase slightly for 2016.

08/18/2016

Ex-BSI Asia CEO Brunner Settles Singapore Bonus Suit With Bank

He’s also one of two former BSI executives the Swiss financial regulator has started proceedings against.

08/17/2016

Falcon Private Bank Banned From Acquiring New Singapore Business

A spokesman for Falcon didn’t respond to requests for comment. A spokeswoman for MAS said to finews.asia the regulator doesn't comment on supervisory dealings of banks as a matter of policy.

08/17/2016

Findings of PwC wealth-management report 2016

Let’s start with how the report is compiled.

08/17/2016

NPS: KPI Diamond or KPI Dud for Wealth Management

As the summer sun beats down, reporting season has come about once again across all industries.

08/17/2016

Lombard Odier partners with Filipino bank to grow in Asia

The deal is in line with UnionBank’s plan to offer a more customized wealth management.

08/17/2016

7IM assets grow 30% to over £10 billion

Since the acquisition in September, 7IM has made a series of hires, bolstering its team

08/17/2016

More financial stimulus is needed for long term recovery - St James's Place

Central banks are once more guiding markets’ steering wheel. The Bank of England’s interest rate cut was broadly welcome, although more financial stimulus may be needed for a sustainable, long-term recovery

08/17/2016

Chinese wealth manager sets up Jersey trust firm

A weakening yuan is increasingly pushing wealthy Chinese to try and move their investments abroad in spite of the country's strict capital control regime.

08/17/2016

Institutional and private client service provider establishes the first Jersey " Managed Trust Company" for a Mainland Chinese financial institution

The new ground-breaking licence was issued by the Jersey Financial Services Commission on 14 July 2016

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