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Wealth and Asset Management

12/20/2016

Steward Partners And Raymond James Welcomed 40 New Partners In 2016: End Year With New Advisor To Join $150 Million Bethesda Team

Banner 2016 for Steward Partners in New Assets, Revenue and Locations; Firm Boasts $2.75 Billion in Recruited New Assets

12/20/2016

Wealth manager bemoans "one of the toughest industry environments" since 2008, but is hopeful for 2017

WH Ireland said that during the course of the year assets under management and administration in its wealth management division have risen to around £3bn.

12/20/2016

Pushing that Boulder Up the Mountain

The way to overcome this trap is to provide value to the client

12/20/2016

Randomness, Rocks & Wealth

Lisette Cooper ministers to the ultra rich

12/19/2016

Liechtenstein private bank mulls further Asian acquisitions

Expects to see its assets under management in Asia rise

12/19/2016

Lombard Odier’s Patrick Odier on the future of private banking

The chairman and senior managing partner of one of Switzerland’s largest private banks talks investing in 2016

12/19/2016

Diversifying life insurance choice for Asia's HNW

The UK government is introducing legislation that creates a look-through for all tax structures

12/19/2016

Bank of Singapore eyes London foothold

Asian private bank weighs UK branch in light of pound’s slide following Brexit vote

12/19/2016

Rolls-Royce turns to rock ‘n’ roll icons for altruistic automobiles

There has always been this fascinating synergy between Rolls-Royce and those artists who create music

12/19/2016

BNP Paribas navigates choppy Brexit waters

Bank’s wealth management arm says the UK will remain a very important offshore centre

12/19/2016

The Ex-UBS Banker Whipping Credit Suisse's Swiss Unit into Shape

She made Managing Director one month before the bank was forced to take a $60 billion government bailout in 2008.

12/19/2016

Brewin Dolphin to buy asset management business for £28m

Brewin said it expected the addition to enhance earnings after the first year, while, on a pro forma basis, its funds under management is anticipated to increase to £36.1bn.

12/19/2016

WH Ireland cautiously optimistic about year ahead

The majority of the exceptional costs associated with this change will be taken in 2016, and as such will be fully disclosed within the annual results.

12/19/2016

Thomas Piske: «The Job Profile for Private Bankers is in a State of Flux»

Private banking has been undergoing an adjustment process for a number of years now

12/19/2016

World-first listing on CISE for global bitcoin fund

GABI was launched in 2014 as the world’s first regulated bitcoin fund when it received certification as an Expert Fund from the Jersey Financial Services Commission.

12/19/2016

The EM story is not finished yet: Ken Peng, Citi Private Bank

This year emerging markets have underperformed. Developed markets continue to outperform. Are you telling your clients that they should remain underweight on EMs?

12/19/2016

Arbuthnot Latham snaps up Duncan Lawrie loan book

The loan portfolio is mainly secured against residential property and has a total balance of approximately £44.9 million with 83 customer accounts.

12/19/2016

Arab Bank Switzerland ditches FIS/Sungard core system for Avaloq BPO

By partnering with Avaloq, the bank will benefit from the Avaloq Banking Suite, a state-of-the-art solution that includes a fully integrated component for upcoming legal and regulatory requirements.

12/19/2016

Robo-advisers not plagued by profitability challenge

Robo-advisers will be snapped up on the cheap by the big traditional player

12/18/2016

A bionic boost for a new private banking landscape

At the UHNW level, it’s bionic advisers, not robo-advisers, that could have a greater impact

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