02/13/2019
Multrees Investor Services completes platform migration for Saltus in just 3 months
A dedicated project team from Multrees worked closely with Saltus so that the business could select exactly which services were right for them.
Wealth and Asset Management
02/13/2019
Accuro wins the Wealthbriefing Swiss Awards 2019
This is the result of our team effort and is a testimony to Accuro’s private client focus and ambition to drive positive change in its industry.
02/13/2019
Business Families Consider Option As Brexit Deadline Nears
Certainly it will be influencing decisions for European family businesses about whether to continue to invest or operate a base in the UK, but we are yet to see any signs of capital flight.
02/12/2019
Credit Suisse brands blockchain a 'game changer' after successful test
Portugal's Banco Best and Luxembourg-based platform Fundsquare said in their statement after the test that it had showed cross-border distribution over blockchain was "more efficient, scalable and timely in processing."
02/12/2019
Old Mutual International launches retail bond for Middle East and Africa
The product offers a range of retail investment solutions such as stocks, shares, bonds and collective investments.
02/12/2019
Manulife Financial Q4 Earnings: Is a Beat in Store?
The fourth quarter should benefit from Manulife’s expanded distribution network across the region as well as strengthening of strategically important distribution agreements with key partners in Japan and Indonesia.
02/12/2019
UBS Forming Business to Service Independent Advisors
The decision of a conventional retail brokerage firm to expand from its core business of selling investment products through a captive brokerage force signifies the attractiveness of the independent advisory model to many advisers with large practices
02/12/2019
Vontobel boosts 2018 net profit, expects challenging market
It proposed an unchanged dividend of 2.10 francs per share.
02/12/2019
MilleniumAssociates’ founder, Ray Soudah, recognised in industry awards
The gala evening brings together industry leaders to recognise outstanding practitioners in the Swiss and international private banking
02/12/2019
PAM AWARDS: Mercer Advisors Awarded Best Private Wealth Manager Over $5 Billion
We are incredibly grateful to receive the Private Asset Management Award for Best Private Wealth Manager
02/12/2019
J. Safra Sarasin seeks new PMs in Basel
These hires continue a streak of steady hiring momentum for the banking group
02/11/2019
PAM AWARDS: Key Private Bank Awarded Best Private Wealth Manager Client Service
Key Private Bank receives its second Private Asset Management award for client service
02/11/2019
How Venezuela turns its useless bank notes into gold
Paid with the country’s near-worthless bank notes, these amateurs in turn supply the government with hard currency to purchase badly needed imports of food and hygiene products. This gold trade is a blip on international markets.
02/11/2019
Wealth concentration near 'levels last seen during the Roaring Twenties,' study finds
Overall, Zucman finds that "U.S. wealth concentration seems to have returned to levels last seen during the Roaring Twenties."
02/11/2019
Are private wealth managers digitally savvy enough?
According to their survey, more than half the respondents believe the private wealth and private banking sectors are behind retail banking in terms of their adoption of innovative technology.
02/11/2019
Ex-UBS Veteran Hints at Comeback
Zeltner has largely vanished, even after his 30-year ties to UBS formally lapsed last fall.
02/11/2019
Ghana: Stanchart Advises Investors On Wealth Management
Digitisation is at the heart of our client proposition and the end-to-end experience will remain a key priority to enable us to drive more tailored client engagements from advisory through to service.
02/11/2019
Lombard International Assurance is adapting with the Millennial wealth evolution
With the emergence of a new generation of high-net-worth individuals, wealth planners must ensure that they take a flexible approach to investing
02/11/2019
Wealth manager expands into Scotland
Based in London, Leeds and Salisbury, Progeny employs more than 35 investment professionals and more than 20 lawyers.
02/11/2019
Lloyds Set To Hire 700 New Advisers For Schroders Joint Venture
Lloyds Banking Group PLC plans to hire more than 700 financial advisers