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Wealth and Asset Management

01/27/2017

Ex-Credit Suisse managers launch German boutique

Both partners have around 20 years of experience in the financial industry and most recently worked as senior portoflio managers at Credit Suisse in Zurich.

01/27/2017

Swiss private banks see asset influx after U.S. election: Baer CEO

Switzerland should not unnecessarily cut off any negotiating possibilities amid a changing political landscape

01/27/2017

UBS's Blessing says challenge in 2017 is to earn 'decent money"'

Blessing said UBS has no plans to pass on negative rates to retail clients.

01/27/2017

Ryley Wealth Management expands with acquisition

We are delighted to be part of the bigger team.

01/27/2017

UBS sees investor outflows even as it beats profit expectations

UBS launches new philanthropic portfolio to improve child healthcare in world’s most neglected communities

01/27/2017

UBS hopes Trump-led rally will help boost wealth management

We have begun to observe improved investor confidence.

01/27/2017

Sumitomo Mitsui Hiring Barclays Private Bankers as Ties End

Barclays has been paring operations in Japan and elsewhere in Asia as part of global cost cuts to boost profitability.

01/27/2017

EFG International CEO says BSI integration entirely on schedule

He hoped the bank would be able to increase revenues

01/27/2017

Lighthouse Partners backs second BlueCrest trader in two months

It is not known how much Lighthouse is giving Pace for her new hedge fund, which will be initially closed to external investors, one of the sources said.

01/26/2017

BNY Mellon Wealth Management takes a chance on North Virginia

The office has five staff members but expects to add eight more as it grows over the next couple of years, according to BNY Mellon.

01/26/2017

Raymond James' profits buffeted by $30M in rising legal costs

Record quarterly net revenues of $1.04 billion, up 19 percent over the prior year’s fiscal first quarter and 8 percent over the preceding quarter

01/26/2017

ZEDRA to attend the Corporate Jet Investor

It annually provides a valuable opportunity to network with existing contacts and make new ones.

01/26/2017

Julius Baer’s Bold Plans for its Asian Private Bank

Asia-Pacific CIO Bhashkar Laxminarayan wants to quadruple discretionary assets in five years.

01/26/2017

St. James’s Place - Record flows in final quarter drive funds under management to £75 billion

We’ve achieved strong growth across all the key aspects of the business and I believe that we are better placed today for the opportunities that lie ahead than ever before.”

01/26/2017

Brewin Dolphin momentum continues to build

Q1 discretionary funds inflow of £0.7bn driven by ongoing inflows from all channels.

01/26/2017

A resolute strategy for the Swiss financial centre

And in order to enable the sector to continue its successful operations, three current topics are of vital importance

01/25/2017

Wealthy women targeted by UBS

Bank’s wealth management arm to ‘retrain staff’ in bid to win female clients

01/25/2017

SBI wealth management product launched in Kochi

SBI Exclusif is targeted at the fast-growing affluent segment and was launched in Bengaluru and Delhi last year.

01/25/2017

AIM-listed wealth firm rockets 17% on bumper results

The company executed its purchases through the period at an average price of 1.9% of client assets.

01/25/2017

Asian wealth management is an increasingly elite business.

But a crackdown on money laundering since the financial crisis has lifted compliance costs.

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