04/24/2017
UK Private Bank aims to double client base and loan book
The bank is currently exploring whether to accept new customers with between £1m and £3m in net wealth through offering a mixture of digital and face-to-face advice.
04/23/2017
He has been responsible for the bank’s wealthy clients in Central and Eastern Europe, and, for the past year, for Greece and Israel as well.
04/23/2017
Reuters had previously reported that Switzerland's second-biggest bank was likely to make a decision in April on how to proceed on raising new capital.
04/21/2017
Last but not least is inorganic growth.
04/21/2017
China is the only place where you see proper digital distribution of funds.
04/20/2017
Revenue from wealth management was up 6% year-over-year and up 2% from the prior quarter.
04/20/2017
Wealth manager is growing rapidly in Asia with a holistic approach and expertise with globetrotting families.
04/20/2017
The new office comes at a time when regional players are looking to increase their advisory services capabilities partnering with global managers who are able to offer a distinct set of products that can provide returns for their clients.
04/20/2017
Asset manager GAM also caved on pay, under pressure from activist hedge fund RBR.
04/20/2017
Schroders swoops on $7bn private equity firm
The acquisition of Adveq accelerates the growth of Schroders’ private assets business and complements existing capabilities and expertise in the real estate and infrastructure finance sectors.
04/20/2017
Net income applicable to common shareholders was $804 million
04/20/2017
Peter Flavel, CEO of Coutts, said: “It’s a great time for Coutts. In 2016, we grew our investment AUM by £2bn, our investment performance sits at the top quartile over 1 and 3 years and our disciplined investment process and principles c
04/19/2017
Britain is the fourth country for Credit Suisse to roll out the digital app.
04/19/2017
The Diamond Group Wealth Advisors teams up with The Financial Services Network to expand their footprint in Northern California
04/19/2017
The unit's pretax profit margin, a key metric that can show growth across business segments, rose to 27 percent from 26 percent a year earlier.
04/19/2017
Some setback for markets still seems overdue: March’s brief dip does not qualify. Several potential geopolitical flashpoints outside the US and Europe could trigger one. The calendar itself is becoming less friendly.
04/19/2017
UK wealth manager opens South Africa office
Based in Johannesburg, the new office will be led by Paul Heber, who has extensive experience in wealth management in the region.
04/19/2017
Swiss banks have often used alpine peaks as a publicity device, from a private bank named after the Clariden peak
04/19/2017
News of the fund’s increased investment in PraxisIFM follows its acquisition of Jersey-based Trust company Consortia in January
04/19/2017
Massey Quick Simon to offer expanded suite of services to high-net worth families, endowments, foundations and family offices.