12/11/2015
Crestone announces major partnerships
He added that Crestone's partners were selected "based on their leading market position, financial strength and specific expertise to support our offering to clients.
Wealth and Asset Management
12/11/2015
Credit Suisse Seeks Premium in Swiss Unit Sale, Illy Says
Planning is “pretty advanced,” Illy said.
12/11/2015
Grab Your Wallet: RIA Buyers And Sellers Gear Up for Busy 2016
They see the average RIA growing at 15% plus in a minimally capital intensive business, and baby boomer demographics driving the need for financial and estate planning advice.
12/11/2015
Perpetual acquires private wealth firm
The Private Practice provides education on finance and lifestyle to medical professionals
12/11/2015
Kenya Commercial Bank CEO Joshua Oigara declares his wealth worth Sh220m
Kenya Commercial Bank boss Joshua Oigara is the second chief executive to now declare his wealth.
12/11/2015
DB transfer service launches
The service is to be led by James Brooks and Peter Simes who have experience in the private banking, discretionary fund management, family office and private wealth areas.
12/11/2015
Canada's bright young minds shine at the RBC Next Great Innovator Challenge
A hundred and nine innovative minds from 23 colleges and universities across Canada. Twenty-four innovative ideas proposed in one day. But only one team can be named RBC's Next Great Innovator - or maybe not?
12/10/2015
Anthony Hilton: Wealth management clients want humans to manage their cash, but with exceptional IT
At a conference for wealth managers organised earlier this month by ComPeer, the respected research house, much of the day was spent agonising over technology.
12/10/2015
Credit Suisse Group Among Banks Bidding for Swiss Arm of Grupo BTG Pactual: Reuters
The Firm operates in three divisions: Private Banking & Wealth Management and Investment Banking.
12/10/2015
RBS pays €23.8m to settle tax evasion inquiry into Coutts' Swiss operation
Settlement with German prosecutors, which involves immunity for any current for former staff, is latest embarrassment for bailed-out bank
12/10/2015
Credit Suisse, Julius Baer eye bids for BTG Pactual's Swiss unit - sources
BSI has been put on the block after its billionaire founder André Esteves was arrested
12/10/2015
New DIFC Court Ruling Grants Al Khorafi Family in Excess of $70 Million
Bank Sarasin-Alpen (ME) and its affiliate, Switzerland's J. Safra Sarasin Ltd (formerly Bank Sarasin), ordered by Court to pay losses
12/10/2015
Bermuda's Scepter Partners looks for acquisitions to spur growth
Scepter is a standing syndicate of ruling families, ultra-high-net-worth industrialists and sovereign wealth funds. Headquartered in Bermuda
12/10/2015
Brewin to launch two new wealth services
One prong of this growth drive will be the formal introduction of services for divorcees and entrepreneurs selling their businesses.
12/10/2015
Lord North Street director joins consulting firm
She had been at the firm since 2003 and was responsible for client client investment portfolios.
12/10/2015
SYZ Asset Management strengthens its analysis and manager selection unit
As a result of the advent of alternative UCITS vehicles in particular, the traditional investment fund and hedge fund universes are now combining
12/10/2015
Four Signs a Wealth-Management Partnership Is in Trouble
Financial advisers need to be watchful and proactive, because the unraveling of a team can be ugly
12/09/2015
Almost Half of Barclays Advisors Left Before Stifel Closed on Deal
The firm did not disclose terms, underscoring the difficulty industry insiders have had judging whether the deal was worth it.
12/09/2015
Wells Fargo Targeting Wealth Management Clients At Other Firms
Wells Fargo reached an agreement in October with Credit Suisse Group AG to get the inside track on recruiting the Zurich-based company’s private-bank employees.
12/09/2015
AFH raises £6.5m to back IFA acquisitions
It is proposed that the net proceeds of the fundraising will be applied to the purchase of further IFAs and the working capital requirements of the enlarged organisation.