04/26/2017
We'll be The Largest Private Bank in Asia
He expects to see growth of the Ultra High Net Worth clients in China to remain robust this year.
Wealth and Asset Management
04/26/2017
Brooks Macdonald boosts discretionary funds under management
Over the quarter our net new business improved to over 3% while performance for clients was positive on both relative and absolute bases.
04/26/2017
Number of Relationship Managers Stalls at Credit Suisse
There was no great influence noticeable on the bottom line
04/26/2017
StanChart doubles first-quarter profits as bad debts fall
Performance boosts hopes for turnround of emerging markets bank
04/26/2017
Santander to grow financial advice arm
Its digital customer base continued to grow
04/26/2017
Innovation, Market Disruption and Combatting Financial Crime on Agenda at Annual Jersey Private Wealth Conference
Whilst political change, particularly Brexit, continues to be a key issue
04/26/2017
15 Poorest States With The Fewest Millionaires Per Capita
Liquid financial assets are cash and all other assets that can be easily turned into cash.
04/26/2017
Northern Trust and Carey Olsen Support GMT Communications Partners' Launch of Innovative Private Investment Fund
Working collaboratively with Northern Trust, Guernsey law firm Carey Olsen advised on the launch.
04/26/2017
Schroders faces shareholder rebellion over executive pay
Fund company has failed to win support of two proxy advisers ahead of today’s AGM
04/25/2017
UBS looks to sell the Quin hotel
The company rebranded and renovated the property, formerly known as the Buckingham Hotel.
04/25/2017
Providing competitive asset and wealth management with in-memory computing
The investment services provider landscape itself has significantly evolved.
04/25/2017
Inflows at St James’s Place jump almost 50%
Group assets under management reached £79.84bn – up almost 30 per cent compared to figures posted at March 31 2016.
04/25/2017
St. James’s Place – “When politics pushes sterling rapidly in one direction, so the FTSE 100 travels the opposite way”
Neil Woodford on why the snap election “removes much of the political risk that could otherwise have been present in the Brexit negotiations” and why he sees “a lengthy period of improving economic stability in the UK”.
04/25/2017
Credit Suisse Chairman Faces Calls to Resign Amid Big Losses and Bonuses
Its decision to pay 78 million francs in bonuses to top executives and raise board compensation.
04/25/2017
Speirs & Jeffrey cuts small wealth clients as regulation bites
A helpline is available for those who wish to discuss the various options available to them.
04/25/2017
Schroders' Parbrook to hand over $4bn Asian Opportunities fund as he relocates to London
Will continue to run Asian Total Return fund
04/25/2017
UBS targets rich kids of Instagram with inheritance guide
UBS estimates that 65% of European billionaires have a family office
04/25/2017
Canaccord Genuity Announces Stronger Than Expected Outlook
Two significant advisory transactions outside of Canada during the quarter contributed to an increase in advisory fee revenue.
04/25/2017
St. James's Place says first quarter net inflows 2 billion pounds
They were underpinned by strong retention of clients funds at 95 percent, it said in a statement.
04/24/2017
OCBC Indonesian Wealth Unit Approved
The most visible distribution is to government bonds.