10/09/2015
M&A Deal of the Year: Vontobel
Swiss wealth adviser Vontobel – under the lead of chief executive Zeno Staub – has acted decisively to buy, and hire, investment talent.
Wealth and Asset Management
10/09/2015
Think Of Them As Super Butlers
Since pursuing estate management classes at the Starkey International Institute for Household Management in Denver four years ago, Cushwa has worked for three families.
10/09/2015
China's Fosun on the prowl for European takeovers
Europe is not the only destination for Fosun, which has invested more than $5 billion in the United States and $500 million in Japan.
10/08/2015
Profile: Coutts International's new Swiss owners have big plans
Fricker was previously chief executive of Lloyds Bank International and joined UBP when the Swiss company acquired the division in 2013.
10/08/2015
Attracting top-tier women to wealth management
A long time ago it recognized that if it wanted to change the status quo from a boys club to an all-inclusive club it needed to make it more attractive for women to make the change.
10/08/2015
Wealth managers stand by WMA as turmoil surrounds IA
A number of disillusioned fund groups, including Schroders and M&G, appear to have lost patience and faith in their trade body.
10/08/2015
PSG Konsult buys majority stake in Mauritius wealth manager
South Africans want to internationalise their assets and it’s an easier place to internationalise. What clients want is to be familiar with where their assets are," Mr Gouws said.
10/08/2015
Reyl & Cie’s branch licensed by Dubai financial services authority
The team plans to target primarily the Middle East and East African markets as those are regions with large numbers of successful entrepreneurs looking for banking services for both their personal wealth and their businesses.
10/08/2015
Six Credit Suisse Financial Advisers Leave Ahead of Overhaul
Two groups of financial advisers managing about $4.5 billion in total recently left Credit Suisse AG
10/07/2015
Morgan Stanley: Finally, Wealth Management Matters Again
In addition the compensation ratio should decline towards the target of £ 55% by 2017 on our estimates.
10/07/2015
Elian Shortlisted In GCC Region Awards 2015
Elian has been shortlisted for the best Independent Trust or Fiduciary Company in WealthBriefing’s GCC Region Awards 2015
10/07/2015
Amundi chief Yves Perrier keen to create global asset management brand
The company, formed in 2010 out of a merger of the asset management businesses of Crédit Agricole and Société Générale
10/07/2015
Independents Take On Asia’s Top Private Banks
Firms that offer private bank services but with upfront fee disclosure are taking root in Hong Kong.
10/07/2015
UBS Chief Investment Officer for Europe Hoefert Has Died
Hoefert, a Swiss national, had been with UBS since 1999, starting as a senior economist at Group Economic Research
10/07/2015
Beyond Charm: Wealth Managers Need New Skills for Digital Age
The need to navigate these new dynamics is driving demand for a new set of leadership competencies at the top of wealth management organizations across the industry.
10/06/2015
OMGI hands £77m Ethical fund to Quilter Cheviot
The Ethical fund’s mandate will remain unchanged with the managers continuing to target a combination of income and growth.
10/06/2015
Rothschild's FAPI II closes on €775m
The process led to a €493m first close in March 2015; the figure increased to €508m once Rothschild employee commitments were factored in.
10/05/2015
Credit Suisse's new CEO hints at change in bank's focus
To someone who has lived through all that, the task of shaking up a global bank that is more than 150 years old might not seem so daunting.
10/05/2015
Was Billionaire Jacob Rothschild Right about His Top Picks?
RIT has more than doubled its NAV and share price over the last ten years.
10/05/2015
Swiss to publish first list of dormant assets in December
The list would be published by the Swiss Banking Ombudsman after compiling information from all Switzerland- based banks