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Wealth and Asset Management

09/21/2015

Julius Baer completes transfer of Merrill Lynch’s International Wealth Management business in India

By reaching this major milestone, the Group successfully concludes the global IWM integration which has considerably extended its footprint in key growth markets.

09/21/2015

Focus Partner Firm FFO Expands with Two Mergers

- FFO Opens New Office in California and Strengthens Tax Expertise -

09/20/2015

Robo-advisers mark ‘seismic’ shift in wealth management

Fund managers, banks, brokers and financial advisers all face threats to their business models from robo-advisers, which provide automated online investment services.

09/20/2015

Robo-advisers mark ‘seismic’ shift in wealth management

It is still a nascent industry but it is expanding fast.

09/18/2015

WealthBriefing Swiss Awards 2016 Now Open For Entries

Entries for the annual WealthBriefing Swiss Awards - with results due to be announced next February - are now open.

09/18/2015

HSBC Middle East to move head office to Dubai from Jersey

Move will not affect its customers or regulatory relationships in other countrie, says bank

09/18/2015

Aberdeen Asset Management wins corporate engagement award

Aberdeen Asset Management Charitable Foundation was awarded the Best Foundation accolade at last night’s Corporate Engagement Awards.

09/18/2015

HSBC could stay in UK, hints chairman Douglas Flint

Douglas Flint says Britain’s regulatory system is better suited to a global banking titan

09/18/2015

The Way of the Future: Technology and Branch Designs of the Modern Retail Bank

Many physical design and technology elements are intertwined such as drive through ATMs.

09/17/2015

Long-running Aberdeen chair passes away

A chartered accountant by trade, Irby spent 27 years at ING Barings.

09/17/2015

Independent fund and corporate services provider to open new offshore office

Plans to offer a range of governance services to the international funds community with the office, scheduled to open before the year’s end.

09/17/2015

Does SJP have a fee transparency problem?

SJP told the newspaper clients are only interested in one overall charge which covers advice and fund management

09/17/2015

Meet the Hong Kong bankers cashing in on China’s market turmoil

Hong Kong has long been a global investment gateway for rich mainlanders

09/17/2015

Families Support Scepter with $14 Billion in Discretionary Assets

The board represents the assets of a number of Gulf and Asian ruling families and ultra-high-net-worth investors

09/17/2015

Swiss site shows where Americans are welcome

Where Americans Are Welcome-Expats lists banks and a range of business-related companies in Switzerland

09/17/2015

Generation Sceptic: Millennials Unconvinced of Wealth Management Outcomes

Almost one third (29%) of the UK’s HNWIs under the age of 40 believe that recommendations from their wealth management firm have not been in line with their risk tolerance, according to new research released today.

09/17/2015

Credit Suisse Seeks to Build Luxembourg Hub as EU Gateway

Pictet and Lombard Odier, Geneva’s two largest private banks, are also expanding their base in Luxembourg.

09/16/2015

BTG Pactual Is Cleared to Acquire Swiss Private Bank BSI

BSI, founded in 1873, is one of Switzerland’s oldest banks.

09/16/2015

Why more investors are letting private banks decide what to do with their money

High-net-worth clients are increasingly choosing to let their private banks decide their investment strategies amid rising stock volatility

09/16/2015

HSBC Explores the Future of Wealth with Next Generation Family Business Leaders

Harnessing the next generation's energy and potential is a critical component of succession planning.

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Family offices back clean energy and sustainability startups in July as dealmaking holds steady

08-07-2026

Astraeus Launches AI-Native Infrastructure for Wealth Management Firms

08-07-2026

Singapore confirms over 2,000 tax-incentivised Single Family Offices in parliamentary reply

08-07-2026

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Zuckerberg’s AI vision collides with Meta’s $135bn spending reality

08-10-2026

Chinese luxury brands rise from challengers to market shapers as global houses lose lustre

08-07-2026

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08-10-2026

Oxford Financial Group Expands Grand Rapids Team With Jason Gust Appointment

08-07-2026

Citi Investor Services Wins US$380 Billion Middle Office Mandate from Aegon Asset Management

08-14-2026

Why confidence matters for entrepreneurs, investors and growth – interview with Mark Goddard

08-14-2026

City National Bank appoints two new leaders to expand Private Bank and Wealth Management capabilities and accelerate growth

08-14-2026

Yomiuri: MUFG to Strengthen Wealth Management Services in Asia, Deputy Chairman Says

08-14-2026

Affin Bank’s Wong Kok Hong: Diversification remains the foundation of portfolio construction

08-14-2026

Ellis joins Clifton Asset Management as new CFO

08-14-2026

DBS announces senior-level appointments, grooming talent from within

08-14-2026

Penny Low Joins Bank of Singapore as the Bank Continues to Strengthen Its Greater China & North Asia Franchise

08-14-2026

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