12/13/2017
Desjardins and CUMIS merge to create major Canadian wealth management firm
The transaction will create one of Canada's largest independent wealth management firm
12/13/2017
Swiss banking group invests in impact investing firm Aspiration
Since its inception in 2015 Aspiration’s customers have transacted more than $2bn.
12/12/2017
The Outstanding Family Office Proposition award went to Stonehage Fleming, while REYL & Cie took home the Outstanding Boutique Private Bank.
12/11/2017
Wealth Management in a Corporate Bank
The roll-out of investments at CBD is taking a top-down cascading strategy which is quite different from the strategy that banks tend to normally take.
12/11/2017
GUEST ARTICLE: 'Bah humbug!' by Penny Lovell
so let me start with a controversial statement that contradicts perceived wisdom: money can buy you happiness.
12/11/2017
The decline of the Swiss private bank
A clampdown on tax evasion is forcing the closure of many institutions
12/11/2017
EFG International successfully concludes BSI integration
The process included six legal integrations and nine IT migrations on a global basis
12/08/2017
Millennial-Led Advisory Leaves LPL's Corporate RIA
The new structure enables WWM to advance its long-term growth strategy.
12/07/2017
The RMs stayed back when they realised that there was quite a lot of client overlaps with UBS.”
12/07/2017
These professionals are seeking the exact opposite of large financial enterprises.
12/07/2017
Recognition based upon Private Wealth Systems’ leadership in reshaping private wealth reporting landscape
12/07/2017
With the wealth industry facing some huge challenges, Capgemini highlights 10 important trends for next year.
12/07/2017
Vontobel sells Liechtenstein operation
The transaction is expected to close in the first quarter of 2018, subject to regulatory approval being granted.
12/07/2017
The project is led by Carole Millet and Manuel Terreault from the Geneva group’s advisory team.
12/07/2017
It plans to introduce programmes geared towards equipping wealth managers in Singapore with the relevant skills and expertise to meet future demands within the industry.
12/07/2017
Analysts at KBW and a second source who declined to be named said the IPO would involve 10 percent of the company.
12/07/2017
This new report analyses the background to and reasons for the growth in women's wealth at the ultra-high net worth level in Europe and forecasts how it will develop and continue to grow over the next five years.
12/06/2017
We are fast approaching the end of a truly busy year, which saw companies both expand and shrink. Here is a selection of office opening and closures that took place this year.
12/06/2017
The firm's international business fits into BNY Mellon Wealth Management, which also includes US domestic, family offices and trust businesses.
12/06/2017
Bryan joins Old Mutual International from Bank of China where he gained experience in product, distribution and proposition design.