10/08/2015
The team plans to target primarily the Middle East and East African markets as those are regions with large numbers of successful entrepreneurs looking for banking services for both their personal wealth and their businesses.
10/08/2015
Two groups of financial advisers managing about $4.5 billion in total recently left Credit Suisse AG
10/07/2015
In addition the compensation ratio should decline towards the target of £ 55% by 2017 on our estimates.
10/07/2015
Elian has been shortlisted for the best Independent Trust or Fiduciary Company in WealthBriefing’s GCC Region Awards 2015
10/07/2015
The company, formed in 2010 out of a merger of the asset management businesses of Crédit Agricole and Société Générale
10/07/2015
Firms that offer private bank services but with upfront fee disclosure are taking root in Hong Kong.
10/07/2015
Hoefert, a Swiss national, had been with UBS since 1999, starting as a senior economist at Group Economic Research
10/07/2015
The need to navigate these new dynamics is driving demand for a new set of leadership competencies at the top of wealth management organizations across the industry.
10/06/2015
The Ethical fund’s mandate will remain unchanged with the managers continuing to target a combination of income and growth.
10/06/2015
The process led to a €493m first close in March 2015; the figure increased to €508m once Rothschild employee commitments were factored in.
10/05/2015
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.
10/05/2015
RIT has more than doubled its NAV and share price over the last ten years.
10/05/2015
The list would be published by the Swiss Banking Ombudsman after compiling information from all Switzerland- based banks
10/05/2015
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
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
The investment process underpinning GPS Optimized Portfolios provides investors with access to global investment ideas and opportunities, including direct equity investments.
10/05/2015
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 is currently the fourth-biggest global player in private banking
10/05/2015
Showcases seven remarkable philanthropists making a significant difference in the world
10/05/2015
Margaret Nienaber, Standard Bank Global CEO of Wealth and Investment