02/15/2017
Morgan Stanley Settles Charges Related to ETF Investments
Morgan Stanley solicited clients to purchase single inverse ETFs in retirement and other accounts
Wealth and Asset Management
02/14/2017
Bank of Singapore Hit in the Fourth Quarter
Bank of Singapore finalised its acquisition of Barclays Wealth last year, paying less that the original sticker price due to a number of bankers and clients not making the transition to the new owners.
02/14/2017
Geneva Private Banker to Advise the World's Biggest State Fund
The Saudi state fund has an estimated value of $200 billion.
02/14/2017
Heartwood IM closes in on £3bn AUM milestone
These have been further strengthened through hiring a number of talented senior individuals as well as investment in our income and ethical fund ranges.
02/14/2017
Seven Investment Management Extend Tax Efficient Dublin Fund Range
The investment house extends client options to include actively managed passive funds with a nine year track record.
02/14/2017
High Net Worth Society
High Net Worth Society, a members only club
02/14/2017
Greece plans to appoint Rothschild as debt adviser
Officials keen to make the appointment this week as tension over debts increase
02/14/2017
Data suggests Swiss National Bank intervention to trim rising franc
The SNB declined to comment on its activities, but economists said the numbers demonstrate that the central bank likely stepped in to mitigate the franc's rise.
02/14/2017
Go-lives power Avaloq revenue rise
Avaloq has largely completed its transformation from a pure play software company to an integrated service provider
02/14/2017
Credit Suisse Plans to Cut Up to 6,500 Jobs This Year After Loss
The settlement was a “game-changer for us,” Chief Executive Officer Tidjane Thiam said in an interview with Bloomberg Television.
02/14/2017
Roland-Garros and BNP Paribas remain united in their commitment to tennis
BNP Paribas will support the tournament through a period of significant growth
02/14/2017
HSBC GAM launches Asian high income product
A maximum of 45% can be allocated into high yield and non-rated bonds, and the indicative portfolio suggests a 40% allocation into these assets.
02/13/2017
Profile: Old Mutual’s Freeman on promoting advice outside the bubble
Freeman’s input to the industry goes beyond the day-to-day functions of his job title.
02/13/2017
Morgan Stanley Video Shenanigans Raised in Lawsuit
Morgan Stanley is fully committed to an inclusive and diverse work environment
02/13/2017
Tilney brings 40-year veteran out of retirement for charity
Newly created role for Tilney, appointed
02/13/2017
Eclectica slashes half its staff after AUM fall further
According to the firm’s accounts, the 13-strong staff was cut to six, with two junior members from the investment team, four from administration and one from the marketing team leaving.
02/13/2017
Auction sales slip but private sales strong
Overall sales are down 16 per cent year-on-year.
02/13/2017
UBS Said to Put Salary Increases for Investment Bankers on Hold
The decision to defer pay increases doesn’t affect bonuses.
02/13/2017
Invest in America now
Business and political leaders should be doing everything we can to listen and respond.
02/13/2017
Wealth Manager Enters Japan
Both representatives have been with GAWM since 2008 and are currently serving executive positions at the company's Hong Kong office.