Wealth and Asset Management

04/19/2016

Gresham House is on the hunt for acquisitions

The Board and the executive team are focused on growing profitability, management fees and performance fees whilst increasing assets under management, both organically and through acquisition.’

04/19/2016

What can save private banking revenues in 2016?

It seems to be the case that a broader product offering, incorporating insurance solutions, with more relevant, portfolio-focused advice to back it, is essential - if private banks want any chance of reasonable revenues this year.

04/19/2016

OMW launches flagship int’l multi asset portfolio range

The Old Mutual Compass Portfolio range is the first launch from the Old Mutual Wealth multi asset unit formed last year, which combines the best in class capabilities from Old Mutual Global Investors (OMGI) and Quilter Cheviot.

04/18/2016

Zurich adds Bordier UK Strategies to Retail Platform

“We choose our partners carefully and are scrupulous in our due diligence; a discretionary asset manager must be able to deliver not only on investment performance but offer the highest standards of service and ethics, qualities which are central to

04/18/2016

Credit Suisse to halt earnings previews in Japan following probe

The Securities and Exchange Surveillance Commission on Friday recommended that the Financial Services Agency penalise Credit Suisse's Japanese brokerage unit after finding that one of its analysts leaked non-public information on a company's ear

04/18/2016

RiverPeak Wealth sets up investment consultancy

The team at RiverPeak know that there is little market intelligence relating to industry “norm” fees and costs easily available to clients. The experience of the RiverPeak Wealth team in the private banking and investment management market mea

04/18/2016

Appleby Fiduciary Business Rebrands

The global corporate, trust, funds and accounting services company is led by Chief Executive Officer Farah Ballands, supported by Estera’s existing management team with over 150 years of combined industry experience.

04/15/2016

Private Bankers Cool on Singapore Bonds

Credit Suisse Private Banking Asia Pacific and CA Indosuez Wealth Management say investors are favoring higher-quality issuers, while UBS AG Wealth Management warns of the prospect of exchange-rate losses on local-currency bonds.

04/15/2016

AP Executive wins 2016 Offshore Excellence Award

The decision was made after a rigorous selection and judging process, focussing solely on the merit in order to honour those companies that demonstrate the highest level of professionalism and ingenuity, as well as sustained and measurable success.