03/02/2020
DBS launches portfolio review tool for wealthy clients
The tool is capable of generating a report within five minutes, allowing relationship managers to give more personalised and relevant investment suggestions, said the bank.
Wealth and Asset Management
03/01/2020
Schroders, chaired by Michael Dobson, prepares City charm offensive
The 216-year-old group, chaired by Michael Dobson and still controlled by the Schroder family, has traditionally split out its performance along the lines of retail and institutional fund management.
02/28/2020
J. Safra Sarasin Group announces robust results in 2019
2019 has seen the issues of environment and sustainability dominate the headlines.
02/28/2020
Riding the Wave of Private Wealth Creation in Thailand with iWS and 159 Capitals
Not content with iWS alone
02/28/2020
UBS cuts Sergio Ermotti's bonus
The report now says that, depending on the outcome of the proceedings, CHF 1.5 million of Ermotti's blocked bonuses would not be paid out.
02/28/2020
VP Bank receives two awards at Greater China WealthBriefingAsia Awards for Excellence 2020
The two awards are presented by WealthBriefingAsia, an Asia-focused daily news and analysis service of the WealthBriefing Network.
02/28/2020
Lombard Odier Group reports results for 2019
Client assets up 16% to CHF 299 billion
02/28/2020
Raiffeisen: CEO Heinz Huber tightened the screws
At that time, the cooperative bank announced that it wanted to save more than 100 million in the future through more efficient structures and cut up to 200 jobs in this context.
02/28/2020
UBS cuts chairman’s wage and CEO’s bonus following CHF4bn French fine
In addition, UBS’ board of directors will reduce fees for all of its members and eliminate the share price discount, effective from the 2020 annual general meeting.
02/27/2020
Millions of wealth managers are racing to lock down next-gen financial advisers as they prepare for a wave of adviser retirements
Wealth firms need to be in position to win business from younger, more digitally native customers as they inherit wealth from baby boomers that have benefited from the long-running bull market.
02/27/2020
DBS Enhances Advice and Client Engagement for HNWIs
The report will also be provided as supplements to monthly client statements.
02/27/2020
Vietnam Bank Taps on Bordier to Launch WM Arm
MB marked the occasion with the opening of the MB Private Banking Center in Ho Chi Minh City on Tuesday.
02/27/2020
EFG International Bids Farewell to 140 Private Bankers
Without Shaw, EFG employed 629 private bankers in all at year-end.
02/27/2020
St. James's Place full-year operating profit down 5%
Record funds under management and confidence in our business underpins 5% increase in final dividend.
02/27/2020
Hurun Global Rich List 2020
The Hurun Global Rich List 2020 ranked 2,816 billionaires from 71 countries and from 2,182 companies.
02/27/2020
Raiffeisen Profitability Rises on Spending Cuts
Raiffeisen in 2019 increased mortgages by 3.2 percent to 185 billion francs.
02/27/2020
IIFL Wealth Management Makes a Clean Sweep at the Euromoney Private Banking and Wealth Management Survey 2020
The wealth management landscape is undergoing significant changes and creating new opportunities as well as risks for investors.
02/27/2020
Vietnamese bank MB partners Bordier to launch wealth management unit
The new business is based at the MB Private Banking Center in Ho Chi Minh City.
02/27/2020
SJP boasts a quarter of new chartered planners
Despite this the advice firm reported "record" funds under management of £117bn last year, up from £95.6bn in 2018
02/26/2020
BNY Mellon onboards first client to new investment operations platform
The new platform encompasses the capabilities previously aligned with BNY Mellon’s middle-office solutions with a new set of modular data services