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Wealth and Asset Management

07/21/2015

Swiss Banks Rehabilitating Russia With Year’s Biggest Eurobond

Success in the sale, led by Credit Suisse Group AG and UBS Group AG, may mark the revival of a market closed to all but the biggest Russian companies since the nation’s incursion into Crimea.

07/21/2015

Morgan Stanley head count dips to record low

Largest firm by number of advisers cedes ground with 3% one-year drop; executives point to shedding of lower producers

07/20/2015

Syz: Bankers abused the Swiss label of quality

Dozens of private banks are still waiting to learn their fate.

07/20/2015

Bordier Sees Dead End for Swiss Banks Managing Under $5 Billion

Swiss private banks with less than $5 billion under management will largely disappear due to the soaring cost of regulation, Bordier & Cie said.

07/20/2015

Hans Angermueller, Once in Running to Head Citi, Dies at 90

Mr. Angermueller was the bank’s face to Washington for years

07/20/2015

Evolve Media to tap the affluent market with Martini Media acquisition

This is a very passionate audience and one with real discretionary spending power.

07/20/2015

Swiss private bank aims to build Asia presence

Private bank's March purchase of Coutts gives it 'a more normal size' in region: CEO

07/20/2015

UBS back as sponsor in massive boost for Hong Kong Open golf tournament

Bank returns as title sponsor for flagship event, with big names likely to follow as prize money increases dramatically after period of struggle

07/20/2015

Julius Baer U.S. Tax-Probe Finale May Spur Dealmaking: Real M&A

Julius Baer Group Ltd. should have cash to purchase rivals even as it prepares to settle a four-year probe into tax evasion by the U.S. Justice Department.

07/20/2015

Julius Baer U.S. Tax-Probe Finale May Spur Dealmaking

Julius Baer Group Ltd. should have cash to purchase rivals even as it prepares to settle a four-year probe into tax evasion by the U.S. Justice Department.

07/20/2015

Standard Chartered announces new regional and business structure

Africa & Middle East to form part of new regional business structure

07/20/2015

Top Swiss Bank Julius Baer Enters Mexico Predicting Wealth Surge

The current management team will continue to lead the business independently with the same staff and pursue the same client-focused strategy

07/20/2015

Independent trust compan calls on Jersey trustees to encourage clients to support local charities

Independent trust company is calling on fellow Jersey trust businesses to encourage their clients to support local charities as part of their wealth management strategy.

07/20/2015

Morgan Stanley ‘Very Comfortable’ With Size of Its Wealth Business

With head count down slightly, the pretax profit margin rose to the company’s target range

07/17/2015

What effect the end of banking secrecy?

Ending banking secrecy in Luxembourg on January 1 2015 has had a significant effect.

07/17/2015

Sticking to what you know to breed private banking success by Peter Flavel

“It probably takes five to seven years to grow a good young private banker,” he says, “and it requires deep pockets.”

07/17/2015

Vontobel Asset Management launches institutional mutual funds

Launching these institutional mutual funds is a significant initiative for Vontobel.

07/17/2015

UBS CIO Mentoring Blockchain Startups

Apart from the blockchain startups, Bussmann is guiding social media analytics firms such as Datasift and Singular Intelligence.

07/17/2015

GoldCore confirms management buyout of wealth division

Company will focus on precious metals brokerage and storage offering

07/16/2015

Leading Sydney financial adviser joins Fitzpatricks Private Wealth

We are delighted that Ross has chosen Fitzpatricks as his licensee of choice.

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