11/17/2014
The list was compiled by the Bloomberg Rankings team based on a survey of more than a thousand firms worldwide, and using a database obtained from the Portland, Oregon-based Family Offices Group.
11/17/2014
State Street to Sell Hedge Fund Business in Management Buyout
State Street Corp. (STT) is selling its hedge fund investing business to the unit’s senior management.
11/14/2014
Peter Sands says conversations on shareholder trip to Asia have not focused on management's future
11/14/2014
The new regional base adds to AP Executive offices in London, Guernsey, Jersey, Switzerland and Cyprus. Through this network, the company services clients and candidates in more than 55 jurisdictions globally.
11/14/2014
Bahamas 'Hub' On Swiss Private Bank's Latam Expansion
Top executives yesterday said they planned to use their Bahamas operation as “a hub” to support further expansion into Latin America, adding that this nation’s financial services industry was likely to join global consolida
11/14/2014
WEALTH and asset management company Peregrine intends growing its newly acquired corporate advisory business, Java Capital,
11/14/2014
European Wealth makes double acquisition
European Wealth has acquired two firms in order to boost its onshore and offshore wealth management services.
11/14/2014
When Luis Vieira and about 100 other small Portuguese investors put money in Grupo Espirito Santo’s Swiss affiliate, they thought the Helvetian nation’s renowned safety protected them.
11/14/2014
The survey of UK 80 wealth managers and multi-managers, conducted in September and October this year, found 95% were positive about boutique investing, and 41% said they plan to increase their asset allocation to boutiques in the next 18 months.
11/14/2014
The bonds have been hit hard in recent years due to a general weakening in emerging market currencies, many of which have lost a substantial amount of value relative to developed world currencies.
11/13/2014
I’ve found high-net-worth (HNW) individuals to be generally ahead of the curve when it comes to investing.
11/13/2014
Consultant says the wirehouse's overhaul of its managed accounts platform fits “fiduciary era”
11/13/2014
Fitch Ratings has released a statement saying that U.S. banks are moving in the right direction expanding their wealth management divisions and offerings.
11/13/2014
Swiss Private Bank to invest in Israeli startups
The bank seeks new opportunities for the affluent clients of its wealth management business
11/13/2014
Puilaetco Dewaay to buy UBS private bank in Belgium
The Swiss bank manages more than 3 billion euros in assets and employs 60 staff, including 20 private bankers
11/12/2014
In the recent past we have seen dramatic changes in the tax environment potentially affecting Russian and French private clients with wealth outside their home territories.
11/12/2014
UBS launched the share-swap programme in September.
11/12/2014
Swiss private bank restructures insurance-linked securities operations
To provide a clear separation between the actively managed ILS fund management work,
11/12/2014
Clarkson Wayman Ball managing director Graham Clarkson says the firm’s clients benefit from his team’s skills and services, but the better investment management expertise of Brooks Macdonald will improve the IFA business further.
11/12/2014
More than 200 high net-worth investors have descended upon Las Vegas to hear pitches for marijuana companies hopeful to cash in.