03/31/2016
Schroders multi-asset manager Cunningham to exit
Schroders multi-asset manager Iain Cunningham will leave the firm in June after nearly a decade.
Wealth and Asset Management
03/31/2016
EFG Says Cost of Integrating BSI Will Amount to $263 Million
EFG International AG, the Swiss private bank controlled by billionaire Spiro Latsis and his family, said the cost of integrating BSI will be about 253 million Swiss francs ($263 million).
03/30/2016
Switzerland: Rebuilding the brand
Scandal and pressure on its banks have rocked a reputation for stability but many are bullish
03/30/2016
Thornbridge launches service to help wealth start-ups
The regulatory hosting support provides conformity functions for companies which are starting out, permitting them to gain authorisation beneath the Thornbridge umbrella.
03/30/2016
Victoria Liddle Joins Duncan Lawrie Private Banking
A business meeting at Private Bank Duncan Lawrie convinced Victoria Liddle that with its ‘can do’ attitude and culture, this was where she would choose to work if an opportunity came about.
03/30/2016
Hong Kong watch retailer to buy Liechtenstein private bank
The issuer is solely responsible for the content of this announcement.
03/30/2016
The Rise and Fall of Tim Leissner, Goldman's Big Man in Malaysia
The prime minister of Malaysia had a message for the crowd at the Grand Hyatt San Francisco in September 2013.
03/30/2016
Bordier & Cie (UK) extends SEI contract for five years
A crucial ingredient for firms wanting to meet this objective is the means to build scalability into their business models.
03/29/2016
Wealth Firm IPO Raises £13.5m For Buy Spree
Has raised £13.5 million on the AIM market fund acquisitions.
03/29/2016
Mercer Merger Creates $8B Wealth Management Powerhouse
Client-Centric Approaches and Highly Complementary Platforms Provides Additional Scale That Will Facilitate Superior Tools for Clients
03/29/2016
Edelweiss to acquire JP Morgan's mutual fund business in India
The deal include the foreign firm’s India-based onshore mutual fund business and the international fund of funds, subject to regulatory approvals.
03/29/2016
Old Mutual Wealth 'could be FTSE 100 firm’
Old Mutual has not decided how the business will be separated, although the wealth business has already attracted the attention of the private equity firms Cinven and Warburg Pincus.
03/29/2016
Mirabaud Asset Management announce European Small and Mid-Cap Strategy available to GCC investors
Mirabaud Asset Management, the investment management arm of Swiss Mirabaud Group, today announced that its “European Small and Mid-Cap Strategy” is now accessible for its GCC investors.
03/29/2016
Waverton acquires funds specialists
The purchase was made for an undisclosed sum and remains subject to regulatory approval.
03/29/2016
Old Mutual Wealth boss takes new game in his stride
The handful of conglomerates that remain on the stock market are historical anomalies.
03/29/2016
UBS Said to Mull Relinquishing Its South Korea Banking License
The Zurich-based lender informed regulators of the plan, said the person said, who asked not to be identified because the discussion was private.
03/29/2016
Wealth and fund firm heads back Vote Leave
Other big names featured include Tim Martin, chairman of pub and restaurant chain JD Wetherspoons.
03/29/2016
Wealth Management Product Assets in China Surpassed US$1.3 trillion in 2015
Mutual fund AUM also surges during the year, crossing RMB8 trillion
03/28/2016
Asset Picks From Top Wealth Management Firms
Why wealth managers are telling clients to avoid dramatic portfolio changes
03/28/2016
Sentinel AM Signs the UN-Supported Principles for Responsible Investment
Sentinel Asset Management, Inc. announced that it has signed the UN-supported Principles for Responsible Investment, known as PRI. The PRI initiative is recognized as the leading global network for investors and financial industry participants who are com