08/05/2014
Wealth management division changes hands
The firm has purchased the company for an undisclosed sum
Wealth and Asset Management
08/05/2014
SEB Wealth invests pension funds in Baltic private equity
SEB Wealth Management has committed €16.4m from 10 of its pension funds in Estonia, Latvia and Lithuania to investment in small and medium-sized enterprises in the Baltic region via the BaltCap Private Equity Fund II
08/04/2014
Private Banks need to adapt to changing needs of the region
Regional and local banks are fast emerging as serious competition to global private banks operating in the region
08/04/2014
Rise of the new philanthropists
I'm excited less by financial donation and more with how we can give back to communities
08/04/2014
Leading Swiss Private Bank plans wealth management expansion
The Zurich-based firm ranked as the world’s biggest wealth manager for a second straight year
08/04/2014
Wealth Managers Enlist Spy Tools to Map Portfolios
Some of the engineers who used to help the Central Intelligence Agency solve problems have moved on to another challenge: determining the value of every conceivable investment in the world.
08/04/2014
New generation wealthy wants more than wealth management
Credit Agricole Private Banking books assets from both Switzerland and Singapore due to the top class financial infrastructure and regulatory compliance of these two booking centres.
08/04/2014
HSBC wealth arm profits drop as PPI bill increases by £66m
Chairman Douglas Flint said the results showed "a suitably well balanced financial performance" at a time of low interest rates and reduced financial market volumes.
08/04/2014
Swiss Wealth Manager launches wealth platform in Taiwan
New wealth management unit that the Swiss bank is launching in Taiwan.
08/04/2014
HSBC chairman warns of wealth management risk aversion
HSBC embarked on a strategy two years ago
08/04/2014
BNP Paribas acquires Credit Suisse's fund administration arm
One industry expert said the deal would enable Credit Suisse to refocus its resources on its burgeoning prime brokerage business.
08/03/2014
Suitability Standards and the World of Wealth Management
Recently, a UK wealth manager announced a suitability-related review of historic account records.
08/01/2014
Switzerland's Financial Identity Crisis: The Slow Death of a Secretive Tax Haven
Once was a time when what was Swiss was as clear as an alpine lake.
08/01/2014
Natixis Second-Quarter Net Rises 29
“Our results are ahead of schedule laid out in the strategic plan,” Chief Executive Officer Laurent Mignon said in the statement.
08/01/2014
Here Are The 7 Current Investing Ideas Credit Suisse Is Giving To Private Clients
Credit Suisse has crunched a mid-year update on its top investment ideas for 2014.
08/01/2014
Rothschild private bank forgoes dividend after loss-making year
Rothschild is a so-called second category bank, which also include Geneva-based Lombard Odier and Zurich firm EFG International. These banks will escape prosecution if they detail their wrong-doing with U.S. clients and pay fines under the programme agree
08/01/2014
AXA Wealth Sipp sales soar as platform assets rise 30%
AXA Wealth’s overall funds under management grew by 10% from £24.3 billion to £26.7 billion over the first six months of the year.
08/01/2014
Robin Hood fund robs rich of fees
Making money while helping a charity is the aim of a unique fund to list on the sharemarket.
08/01/2014
Skandia confirms September deadline for Old Mutual rebrand
Under the rebrand, the popular adviser platform Skandia Investment Solutions will not be replaced by an alternative brand name.
08/01/2014
Ashcourt Rowan CIO: We are raising the bar for active management
The list is made up of investment managers that do not look the same but that can give exposure that we can change throughout the cycle, based on our view of the world,’ he said.