02/13/2017
Charles River Wins “Best Portfolio Management Solution” at WealthBriefing Swiss Awards 2017
Charles River’s wealth management solution supports the entire investment lifecycle
Wealth and Asset Management
02/13/2017
Butterfield Reports Full Year 2016 and Q4 2016 Results
Butterfield’s business model produces high risk-adjusted returns relative to our US regional bank peers.
02/13/2017
Old Mutual said to receive approaches for asset management stake
The company plans to separate into Old Mutual Emerging Markets, Old Mutual Wealth, Nedbank Group and OM Asset Management.
02/12/2017
Sanctum Wealth Management embraces the long view
Sanctum Wealth Management is off to a flying start
02/12/2017
Enabling the growth of wealth advice in India
Technology will then serve as a real enabler to reduce the labour intensity of many processes
02/10/2017
DBS wealth management clients get all-in-one mobile app
DBS Bank unveiled a new feature of its platform for its wealth management clients
02/10/2017
Key Private Bank Advisors See More Millennials Initiating Family Financial Conversations, Poll Reveals
One-third of advisors say children more proactive than parents in financial discussions
02/10/2017
Blackstone Said to Get $1.5 Billion to Seed New Hedge Funds
The firm’s second fund for the strategy finished collecting $2.4 billion in 2011.
02/10/2017
Global Alliance Wealth Management strengthens global presence with opening of new office in Tokyo
Leading alternative asset manager and wealth management provider expands global platform with approval to commence Japanese operations.
02/10/2017
RPT-Banks take bigger role in Latin America fight against tax evasion
If the banks are not involved, there's nothing the government can do or say to convince people to participate
02/10/2017
Julius Baer served with 306 million euro claim in embezzlement case
Baer is contesting the claim and taking further appropriate measures
02/10/2017
European Wealth bucks Brexit vote to post sharp increase in FUM and revenues in 2016
The company highlighted that the encouragingly strong performance came post-Brexit.
02/10/2017
Double silver win for Equiom at Citywealth’s Powerwomen Awards
The Powerwomen Awards, which champions women in the wealth sector, was held last night at London’s Rosewood Hotel
02/10/2017
Wealth managers weigh tough Brexit relocation decisions
This included whether to grow or reshape their presence in different locations
02/10/2017
Banque SYZ voted "Best Private Bank - Investment Management Platform" at WealthBriefing Swiss Awards 2017
The award ceremony was held in Geneva on 9th February 2017 and organised by ClearView Financial Media.
02/10/2017
Canaccord Genuity Group Inc. Reports Third Quarter Fiscal 2017 Results
Excluding significant items, third quarter earnings per common share of $0.03(1)
02/09/2017
HSBC Said to Seek Wealth Management Asset Acquisitions This Year
The bank is set to report full-year results later this month.
02/09/2017
Abu Dhabi fund Mubadala opposes Witkoff’s bid to lead sale of Low’s Park Lane stake
Sovereign wealth fund wants to put whole project on the block
02/09/2017
AMP announces $500m buyback as wealth division leads to $344m annual loss
In October last year, Australia's largest listed wealth company announced $1.3 billion of write-downs and losses as it grappled with issues in its life insurance division.
02/09/2017
Pictet: Dark Clouds Gather
It is the second consecutive fall in profits at Pictet