10/10/2016
UBS Wealth Management Moves Downmarket in Bid for More Clients
Other banks are turning to technology to reach investors.
Wealth and Asset Management
10/10/2016
440 Strand to remain the historical home of Coutts after purchase
Extending the long standing association that Coutts has with the Strand will help secure the prestigious brand's future and set the foundations for the bank's continued long-term growth.
10/10/2016
Is ABN Amro Next Domino to Fall?
ABN Amro has in the region of 140 relationship managers and an estimated $19 billion under management.
10/10/2016
Now the ‘merely affluent’ can pay UBS to manage their wealth
UBS is also opening its doors to the merely affluent in Germany and Taiwan, through different programmes.
10/10/2016
Stonehage Fleming acquires leading HNW adviser
London-based FF&P Wealth Planning, was launched in 2011 following a strategic partnership between Asquith & Partners and Fleming Family & Partners.
10/07/2016
Barclays losing private bankers to StanChart ahead of OCBC takeover
About 20 Barclays relationship managers are expected to join OCBC's private-banking unit in Hong Kong.
10/07/2016
Urs Brutsch: Asian Private Banking is in a Perfect Storm
The pushback on fees puts an even bigger burden on margins already under strain.
10/07/2016
Investors face losing life savings in offshore closure
Investors have been urged to contact the Channel Islands Financial Ombudsman without delay
10/07/2016
You need a wealth manager to avoid riches to rags path
We have heard stories about people who work hard for a better living and then years down the line cannot get anyone to believe that they were once swimming in riches.
10/07/2016
European Wealth acquires £120m Towry client book
The £1 million consideration will be paid in instalments.
10/07/2016
Neptune partners with Raymond James to launch wealth arm
Neptune said Equester Capital Management will be a branch of Raymond James
10/07/2016
CDH Adds Wealth Management Practice
CDH Wealth Management continues our strategy of diversifying what we are able to offer.
10/07/2016
Credit Suisse's new Swiss bank to go live on November 21
He also wants to cut costs by at least 4.3 billion francs by the end of 2018.
10/07/2016
OMGI replaces Rogge on bond fund; management brought in-house
Follows sale of Rogge to Allianz GI
10/06/2016
Barclays Private Bankers Defect Before OCBC Acquisition
More than 10 wealth managers leave for Standard Chartered
10/06/2016
Swiss private bank Falcon says not for sale
The report cited Geneva-based Banque Heritage as a possible buyer. Falcon said it had never held talks with Heritage over a possible sale.
10/06/2016
Raymond James completes takeover of Deutsche Bank's US Wealth arm
The newly rebranded entity will continue to have a strong relationship with its former owner Deutsche Bank.
10/06/2016
Gold in the Alps: Billionaires Store Wealth in Ex-Swiss Army Bunkers
Many rich people have started considering alternative ways of storing their wealth
10/06/2016
The Key to Wealth Management Success: A Smarter Type of Growth
Success is about smart growth
10/06/2016
Standard Life Investments Extends Ryder Cup Deal to Paris 2018
Standard Life Investments, confirmed that it has extended its ground-breaking sponsorship of The Ryder Cup to include the 2018 contest, which will be played at Le Golf National, Paris, France, from September 28-30 2018.