11/05/2015
Banque SYZ awarded Best Private Banking Boutique
Organised by PWM Professional Wealth Manager and The Banker, both Financial Times Group publications, the award ceremony was held in Singapore on 4 November 2015.
Wealth and Asset Management
11/05/2015
RBC’s Trust, Custody and Fund Administration businesses in the Caribbean changes hands
“This acquisition will establish our presence in the Caribbean region and further extend our global network,” said Steve McGowan
11/05/2015
Morgan Stanley Wealth Management Adds CreditSights to Research and Strategy Content for Financial Advisors
Providing research to the Wealth Management division is an exciting endeavor for our firm
11/05/2015
UBS sets up US$100m outbound investment shop in Shanghai
UBS is following other fund managers including BlackRock Inc , Och-Ziff Capital Management Group LLC and Man Group PLC, all of which are using their access through the QDLP programme to tap high net-worth Chinese individuals and institutional investors fo
11/05/2015
Butterfield Named Best Private Bank In Bermuda
The Bank of N.T. Butterfield & Son Limited was recently named Best Private Bank in Bermuda 2015 by both US-based Global Finance and UK-based Financial Times’ publications Professional Wealth Management and The Banker.
11/05/2015
Why Deutsche Bank’s little jewel in India was spared the axe
Deutsche Bank’s unit has the lowest bad-loan ratio of the five largest foreign banks operating in India, the latest filings to the central bank show
11/05/2015
RBC Wealth Management outlines four main pressure points currently faced by HNW investors
Although a concern, investors should accept volatility as the new norm and look for opportunities for those businesses where fundamentals remain strong
11/05/2015
CBA embeds ESG into investment, wealth management
The new framework covers CBA-owned businesses Colonial First State Global Asset Management, Colonial First State, Wealth Management Advice and CommInsure.
11/05/2015
Standard Chartered thought likely to be a takeover target
With the level of capital that the bank has, footprint to boot and the opportunities in scale, the bank is definitely a target now
11/05/2015
RBC named "Best Private Bank in Canada"
Also wins inaugural award for "Best Initiative of the Year in Relationship Management Technology"
11/04/2015
Advisers need to prepare for multi-trillion dollar wealth migration: SSGA
Advisers are being urged to prepare themselves to play a key role in facilitating the greatest intergenerational migration of wealth in history.
11/04/2015
There’s a new top robot in town
Fast-growing ‘robo-advisor’ tops $3B in assets
11/04/2015
Catholic Wealth Management: Thou Shalt Invest for Impact
Wealth management firms’ forays into faith-friendly investing has shown that not all followers of a given religion care about the same things By Carol J. Clouse
11/03/2015
Deutsche Asset & Wealth Management Acquires Class-A Chicago Residential Property
The Class-A property is a nearly 218,000 square-foot combination of residential and retail that is 95.5% occupied.
11/03/2015
Husband Charged in Wife’s 2009 Killing on Upper West Side
Mr. Covlin, 42, had been charged with second-degree murder in his wife’s death.
11/03/2015
Julius Baer acquires independent Swiss wealth manager
Started its activities in 2010, is based in Geneva, employs 19 people and manages assets of CHF 1.3 billion. In the past years, the company’s profitable business has enjoyed healthy growth.
11/03/2015
Manulife Private Wealth opens Hong Kong Office
As part of the Manulife Private Wealth offering in Hong Kong, a representative office of Manulife Bank of Canada is being launched at the same time.
11/03/2015
Barclays named “Wealth Manager of the Year” in the Middle East
The bank was awarded Wealth Manager of the Year for its service excellence over the past 12 months.
11/03/2015
International M&A and Corporate Finance Advisory firm recognised in industry awards
The company, which was founded in 2000 and is wholly owned by it partners and management, has in recent months won a number of awards including “Independent M&A Advisers of the Year – Switzerland” in Finance Monthly’s 2015 Gl
11/03/2015
Credit Suisse CEO Resisted Pressure to ‘Destroy’ Investment Bank
Credit Suisse Group AG Chief Executive Officer Tidjane Thiam said he “resisted calls to destroy the investment bank” as Switzerland’s second-largest lender seeks to focus on wealth management.