09/04/2017
Private bank accused of witch hunt
She has hit the firm with a tribunal.
Wealth and Asset Management
09/04/2017
Wealth managers begin to outsource in drive to cut costs
Mid-tier companies react to tightening operating margins and rising compliance costs
09/04/2017
Switzerland commits support to India in fight against black money
India wants information from Switzerland about black money stashed away by Indians in Swiss banks.
09/04/2017
ANZ Wealth: A One Horse Race
Other Australian banks went for a more simplified disposal process.
09/01/2017
Majority of asset managers to absorb external research costs
Big fund houses to pay for analysts’ work as sector prepares for European rule change
09/01/2017
Old Mutual Wealth buys another advice firm
The deal is the latest in a string of acquisitions for the Old Mutual advice business.
09/01/2017
CIBC completes acquisition of Geneva Advisors
Extends CIBC's North American wealth management business and platform
09/01/2017
Vontobel to target US market as part of international expansion
Swiss bank’s US wealth management business looks after SFr3bn in assets
09/01/2017
Private banking battles for clients’ assets
As investors get tired of finance without a face, the industry seeks to cater to the emotional need of customers
09/01/2017
Smith & Williamson and Rathbone Brothers end merger talks
It had incurred a £5m charge for expenses related to the prospective merger.
09/01/2017
International wealth hub sets up in Australia
A new social network hub dubbed Planet of Finance has launched in Australia, set to be unveiled at next week’s IFA Convention in Sydney.
09/01/2017
JERSEY Finance: New campaign to boost finance industry image
Most people in Jersey don’t use our services and we’ve got to explain what those are
08/31/2017
MetLife likely to buy ANZ’s wealth unit
One sticking point is whether the buyer takes on a local partner.
08/31/2017
Brexit: UBS May Move Bankers to Frankfurt
The bank however had yet to take its decision.
08/31/2017
China's wealth managers look to profit from risk and capital crackdowns
Beijing’s clampdown since last year on sending capital outside the country was also opening up opportunities for domestic wealth managers in China, they said.
08/31/2017
Edmond de Rothschild Treads Water
The growth Rothschild did manage is due to healthy market conditions.
08/31/2017
Vontobel aims to quicken growth in new 2020 targets
Targets for capital and cost/income ratios were unchanged.
08/31/2017
Geneva private bank launches US equity fund
The US equity portfolio is made up of 40 holdings, all equally weighted with 2.5% in each security
08/31/2017
REYL Group reports results for H1 2017
The improvement resulted from good performance in most business lines
08/30/2017
Bank of Montreal tops forecasts on retail, wealth management gains
All of our businesses are well-positioned for continued success