02/03/2017
Wealthfront Puts More ‘Robo’ Into Financial Planning
Robo advisors automatically create and manage portfolios made up of low cost exchange traded funds
Wealth and Asset Management
02/03/2017
Rothschild & Co bulks up in private banking
The only area of the business where we could in principle consider to do acquisitions is in private banking.
02/03/2017
Adaptive Grand Slam team of disabled adventurers halfway to making history
The Adaptive Grand Slam takes that theme forward and we are hugely proud to be associated with it.
02/03/2017
Evli - Best Private Bank Provider of Structured Products in Europe
In this category, won by Evli, other nominees included big and well known banks such as BNP Paribas, ING, SEB and Nordea.
02/03/2017
BankThink Millennials aren't the mystery they're made out to be
Millennials are characterized as “entitled,” “sheltered” and “narcissistic”
02/02/2017
Regulation drives wealth industry's costs up to £4.5 billion
Private banking and wealth management industry has seen assets jump 57% over the last five years
02/02/2017
Julius Baer's singular model gets one up on UBS
The bank run by Chief Executive Boris Collardi has some similarities with UBS.
02/02/2017
Scoring Additional Sources of Returns Through Lombard Loans
Perhaps they would like to take advantage of a short-term investment opportunity or bridge a financial shortfall.
02/02/2017
HighTower Welcomes Billion-Dollar Team in New York
Cognetic Capital's co-founders have almost 50 years of collective capital markets and family wealth advisory experience.
02/02/2017
JPMorgan Asset Seeks $10 Billion Slice of Aussie Pension Funds
Powered by a mandatory employer-funded savings plan for workers.
02/02/2017
Deutsche Bank posts $2 billion loss in fourth quarter as litigation costs weigh
Deutsche Bank announces 2016 loss
02/02/2017
Aberdeen Asset Management remains upbeat despite fund outflows
A further £2.4 billion is scheduled to be withdrawn from lower-margin portfolios during the current quarter, in addition to the normal level of structural outflows.
02/02/2017
Old Mutual Global Investors launches positive skew managed futures strategy
OMGI currently manages over USD8.7 billion in the liquid alternatives space.
02/02/2017
Fund Finance in Luxembourg : the Essentials
Luxembourg seized the opportunity to implement a modern security interests law
02/02/2017
Private banking: ABN Amro gets back onto the front foot
Leaner, more transparent and definitely more modern, ABN Amro may have retreated to Europe, but its private bank chiefs’ sights are fixed firmly on growth.
02/02/2017
A Private Bank Approach to Investing In Wine
Cult Wines offers custom-made wine portfolios for investors keen on alternatives to stocks and bonds.
02/02/2017
Western Europe: Rothschild & Co bulks up in private banking
CEO seeks to ease regulatory hit; merger doubles French business.
02/02/2017
Western Europe: Rothschild & Co bulks up in private banking
CEO seeks to ease regulatory hit; merger doubles French business.
02/02/2017
Brazil’s locals consolidate and fight for offshore
The two dominant wealth management operations, Itaú and Bradesco, bought the Brazilian banks of Citi and HSBC respectively.
02/01/2017
UBS’s Rich Clients Worth $2.1 Trillion Warm to Emerging Markets
Unprecedented central-bank stimulus sparked a global hunt for higher returns last year, driving demand for developing-nation assets.