11/03/2015
Family Office Association Expands Resources Through Harvest Exchange
The FOA is a membership organization that caters to the world’s wealthiest families and the single-family offices that oversee their assets.
Wealth and Asset Management
11/03/2015
Swiss bank UBS lowers profit guidance and pushes back targets
Net profit at the bank for the three months ended September rose to SFr2.1bn £1.5bn from SFr762m a year earlier
11/03/2015
Credit Suisse Shows How Banks Couldn’t Lose in Pre-Crisis CMBS
A collapse in real estate prices following the sell-off saw property values drop to less than outstanding debt, spurring losses for noteholders.
11/02/2015
Fidelity Offers Envestnet Workstation To Retirement Planners
Retirement advisors with have single sign-on access to Retirement Solutions through their existing Fidelity WealthCentral and Streetscape platforms.
11/02/2015
RBC looks to expand reach of ‘Hollywood’s banker’
The biggest acquisition of a US bank for almost four years was announced in January and is expected to be completed on Monday.
11/02/2015
Credit Suisse Brokers Fret over Wells Fargo Recruitment Deal
As Credit Suisse offloads the business, Wells Fargo has stepped in to offer its brokers a sign-up deal of 300% of annual fees and commissions — with two major caveats
11/02/2015
EFG International formally launches business in Cyprus
Costas Stylianou works very closely with London-based Demetris Pisiaras, who is the market coordinator for Cyprus.
11/02/2015
London's wealth managers have missed their chance to reshape the profession
Josh Spero speaks to founder of Lord North Street, William Drake, about London's wealth landscape and his new property venture RFR
11/02/2015
John Spiers' wealth firm unveils digital service
They will also be able to access EQ's discretionary managed portfolios.
11/02/2015
Rothschild to bring European flagship funds to UK and develop alternative UCITS range
Part of expansion plans
11/02/2015
London's wealth managers have missed their chance to reshape the profession
Josh Spero speaks to founder of Lord North Street, William Drake, about London's wealth landscape and his new property venture RFR
11/01/2015
Wealth management industry in the ME region is evolving
A global asset exposure makes for a sound decision
11/01/2015
HSBC squeezes recruitment in cost-cutting drive
The giant bank is saving money as its bet on Asian growth is derailed by Chinese slowdown
10/30/2015
ANZ cutting back on trade finance in Asia as profit growth slows
Net loans at its international and institutional banking businesses fell by 1 percent in the six months ended Sept. 30
10/30/2015
Financial Intelligent Assistance Is Here And It's Going To Be A Game Changer For Wealth Management
It’s a market expected to rack in billions – Opus Research says they expect just North American spending on ‘Enterprise Intelligent Assistants’, or ‘EIAs’ to surpass $1 billion by 2020.
10/30/2015
China Banks Enter Eye of Storm Adding Risky Debt to Wealth Funds
Banks are piling into riskier debt despite warnings of a leverage-fueled bubble from local brokerages
10/30/2015
St James’s Place launches two funds targeting income
The fund will target a 5 per cent yield by investing across global fixed interest markets and has been classified as lower to medium risk.
10/30/2015
Labuan IBFC To Continue Focusing On Wealth Management, Islamic Finance Solutions
The conference was held as part of Labuan IBFC's 25th anniversary as a financial centre that connects the economies of Asia.
10/30/2015
Preparing for Next-Gen Advisors and Investors: A New Approach to Talent for Reaching Next-Gen Investors
An independent broker-dealer nurtures Next-Gen advisors to support Next-Gen investors
10/30/2015
Credit Suisse to boost staff for Asian assault
Credit Suisse’s Asia-Pacific operations will go against the trend of job cuts at rival banks in the region and at its own head office