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Wealth and Asset Management

10/22/2015

Swiss private banking group to issue perpetual tier 1 subordinated bonds

Julius Baer Group Ltd. has requested Moody’s to rate the bonds.

10/22/2015

Signia’s restructure looks to draw line under £3.1m loss

The loss followed a pre-tax profit of £164,000 in 2013.

10/21/2015

Credit Suisse to cut 30% of London headcount, what you need to know about its new strategy

6,600 people work in its London office.

10/20/2015

Nedbank Private Wealth wins International Banking Service award

The Best International Banking Service award recognises banks that provide services to expatriates

10/20/2015

Amid realty slump, vacation homes going strong fuelled by HNI demand

This is because this market follows a different dynamics and is immune to slowdown affecting the real estate sector in general.

10/20/2015

Singapore HNWI Wealth to Reach US$1.1 Trillion by 2019 Says 2015 Wealth Management Market Report

This report reviews the performance and asset allocations of HNWIs and Ultra HNWIs in Singapore.

10/20/2015

Forbes Middle East launches ‘Business Leaders Inspiring The UAE’

Revealing the top entrepreneurs who are shaping the future of the region

10/20/2015

Standard Bank Wealth and Investment honoured at international global wealth summit

The event, the 25th Private Banker International Global Wealth Summit and Awards brought together private banks, family offices, independent wealth managers and intermediaries in an active discussion of the key issues facing the industry across the world

10/20/2015

The Impact of Millennials on Values Based Investing

At present impact investing remains on the fringes of the asset management world but this looks set to change as an increasing number of millennials start investing.

10/20/2015

Chinese Family Offices Diversify Into Alternatives

They are now putting nearly half their fortunes into less liquid investments like private equity and real estate.

10/20/2015

BNP Paribas Wealth Management wins six accolades

BNP Paribas Wealth Management had a strong showing at the 25th annual PBI Awards held in Singapore

10/20/2015

How this Scottish wealth firm is playing the consolidation game

When MacDonald featured on the cover of Wealth Manager in 2010, he was aiming to grow the business organically.

10/20/2015

South Africans: save by investing abroad – Sable Wealth

Investment fee prices in the UK seem to be half of those in SA – Mike Abbott.

10/20/2015

Wells Fargo and Credit Suisse U.S. Private Banking Announce Exclusive Recruiting Arrangement

The wealth management business is a major area of growth and focus for Wells Fargo, and over the last decade, we’ve grown in size and stature.

10/19/2015

Isle of Man named Best International Finance Centre

Last week saw the 16th Professional Adviser International Fund and Product Awards.

10/19/2015

New Citi Wharton Global Wealth Institute to launch in Philadelphia and Beijing

Wharton School Dean Geoffrey Garrett said the global nature of this program exemplifies their goal to be the best business school for the world.

10/19/2015

In difficult quarter, Morgan Stanley wealth makes its mark: CEO

In a difficult trading quarter, wealth management contributed almost 47 percent of Morgan Stanley's total revenue, up from about 43 percent a year earlier.

10/18/2015

Credit Suisse's Thiam set to show hand as CEO

Expectations remain high for Thiam after news of his appointment in March sent the bank's shares soaring almost 8 percent.

10/16/2015

Swiss Investment Banks Pushing Out Russian Clients – Report

UBS denied to Forbes that it had imposed a fee on any Russian clients, but said its guidelines stipulated a minimum deposit of $5 million to ensure profitability.

10/16/2015

Tycoons To Back Wealth Firm Amid Legal Row

Ms Dauriac-Stoebe and Signia are now suing each other following her sudden exit from the firm nine months ago.

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