11/18/2016
Responsible investment wealth management firm launches
These will include direct bonds and equities, through to high impact private equity investments.
11/18/2016
OMW advice business acquires third financial planning firm
The business hopes to have £1bn in assets under advice by the end of 2016.
11/18/2016
HNWI Asset Allocation 2020
They are focusing on domestic and core markets such as the UK, Switzerland and Germany.
11/18/2016
Killik to enter robo-advice market for lower-income investors
Monthly investment will start from £25 a month
11/18/2016
HSBC expands private wealth business
And having a private bank office here will complement and enhance our existing retail, commercial and investment banking businesses.
11/18/2016
Vontobel's Georg Schubiger: «We Don't Make Money By Moaning»
Chinese customers in the past were known as being happy to take risks and as dedicated traders, until they learned their lesson the hard way, Bank Vontobel's Georg Schubiger says in an exclusive interview with finews.asia.
11/18/2016
South Africa's Investec lifts H1 profit, wealth unit robust
Headline EPS is the main profit measure in South Africa that strips out certain one-off items.
11/18/2016
Close Brothers assets under management hit £8.2bn
The Banking division performed strongly in the first quarter with continued good growth in loan book and profit.
11/18/2016
Deutsche Bank has had a volatile year.
11/18/2016
The economy ain't what it used to be. So much of the world’s wealth now rests with a small, intensely networked clique of asset managers who are not accountable to the general public, that they are a potential threat to the world's financi
11/18/2016
Baker will be joined by Jersey-based Allan Stewart, Ian Blackman and Adrian Starr.
11/18/2016
Swiss private bank trains staff to spot signs of dementia in clients
Says industry needs to protect those suffering cognitive decline
11/17/2016
This growing sentiment towards impact investing comes amid global efforts to address the causes and impact of climate change on the global stage.
11/17/2016
Claimants have a year to come forward before banks must hand the assets over to the Swiss state.
11/17/2016
The firm said its new approach will make it as easy for clients to buy and sell structured products as ordinary shares.
11/17/2016
Société Générale consolidates private banking divisions
11/17/2016
HSBC plans to target existing customers of the group as well as high net worth customers using products in its retail bank
11/17/2016
Mediobanca three years ago decided to bet on traditional banking and started dismantling a portfolio of stakes in leading Italian companies that for decades had put it firmly at the heart of the country's capitalism.
11/17/2016
The wealth management business in the Ireland needed to be scaled up.
11/17/2016
Assets under advice at the group’s Saunderson House division