10/05/2015
Credit Suisse's new CEO hints at change in bank's focus
To someone who has lived through all that, the task of shaking up a global bank that is more than 150 years old might not seem so daunting.
Wealth and Asset Management
10/05/2015
Was Billionaire Jacob Rothschild Right about His Top Picks?
RIT has more than doubled its NAV and share price over the last ten years.
10/05/2015
Swiss to publish first list of dormant assets in December
The list would be published by the Swiss Banking Ombudsman after compiling information from all Switzerland- based banks
10/05/2015
Mattioli Woods buys Pension Business
Specialist wealth management and employee benefits business Mattioli Woods has bought the pension administration business of Lindley Group for just under £2m.
10/05/2015
Why Africa's millionaires choose SA
Over the last three years, South Africa has experienced inauspicious economic activity which saw subdued Gross Domestic Product (GDP) growth, unstable currency and stagnant unemployment.
10/05/2015
Canaccord Genuity Wealth Management Announces Award-Winning Range of Risk-Enhanced Multi Asset Portfolios (REMAP) Have Been Rebranded GPS Optimized Portfolios
The investment process underpinning GPS Optimized Portfolios provides investors with access to global investment ideas and opportunities, including direct equity investments.
10/05/2015
Enhance Appointed as Performance Analyst for Portfolio Adviser’s Prestigious Wealth Manager Awards
Entries are judged based on quantitative data, with awards given to companies which the independent judging panel feel are best suited to run client money over the coming years.
10/05/2015
Credit Suisse boss looks to entrepreneurs for Asian growth
Credit Suisse is currently the fourth-biggest global player in private banking
10/05/2015
Morgan Stanley Private Wealth Management Launches New Coffee Table Book: If…Stories of Philanthropy
Showcases seven remarkable philanthropists making a significant difference in the world
10/05/2015
Standard Bank launches Africa’s first Women’s Wealth Academy
Margaret Nienaber, Standard Bank Global CEO of Wealth and Investment
10/04/2015
Islamic wealth management gains popularity
Region’s significant wealth, coupled with its religious demographics, have created a demand for Islamic wealth management services
10/04/2015
Why goals-based wealth management has yet to reach its full potential
Current adviser technology needs to be pushed to its limits to help goals-based planning take off
10/04/2015
Credit Suisse receives QPAM exemption from DOL
The company, which managed $15.6 billion for U.S. institutional tax-exempt clients as of Dec. 31
10/04/2015
Credit Suisse revamp to boost Asia, cut jobs in Zurich -paper
Thiam began a strategy review after taking over on July 1 and signalled he wanted to focus on banking for the world's wealthy, particularly in Asia, and move away from riskier securities.
10/02/2015
Banks looking to attract millennials into premium services
Wealth managers are looking to attract young professionals earning more than S$6,000 a month, hoping that as their careers develop, they will eventually upgrade to more premium banking services.
10/02/2015
Old Mutual Wealth and Intrinsic launch national advice firm
To help facilitate its goals, Intrinsic has agreed to acquire the Financial Adviser School (FAS) and is in advanced talks with its current owner, Sesame Bankhall Group, over the acquisition.
10/02/2015
How Advisors Can Avoid the High Net Worth-Only Trap
To avoid the trap, advisors need to make a couple of major changes in their businesses.
10/02/2015
Working with wealth
High Net Worth can be a lucrative area for brokers who understand the market and the high end lifestyle of the HNW client.
10/02/2015
Mid-sized Italian bank says seeking new buyer for private bank
The unlisted cooperative lender, one of 13 Italian banks under direct ECB oversight, is preparing to raise up to 1 billion euros in cash from investors to strengthen its capital.
10/02/2015
Adding Wealth Management to Tax Services
Four key steps to expanding your client offerings