12/11/2019
Marcuard Heritage buys stake in Geneva WM
‘Atlantis Marcuard gives us the ability to attract successful private bankers in the French-speaking region of our country who demand holistic advice for their wealthy clients’
Wealth and Asset Management
12/11/2019
Private banking celebrated at fourth annual industry awards in Zurich
For the fourth consecutive year, the Swiss private banking sector has turned out for Private Banking & Wealth Management: Switzerland 2019, the leading industry conference and award ceremony that will bring together more than 250 banking executives, t
12/11/2019
SJP acquires advice partner
There will be no changes to business operations at PSL as a result of the acquisition and this closer alignment of the businesses gives even greater clarity for clients on their overall financial affairs.
12/11/2019
Mercer acquires $230 million wealth management firm
Acquisition of Republic Wealth Advisors (Registered Investment Adviser), expands Mercer Advisors' Presence in Texas
12/10/2019
UBS Pins Wealth Management Hope in Singapore as it Expands its Philanthropic Channel
With a massive generational shift in wealth unfolding across Asia
12/10/2019
The new radicals: a better approach to wealth technology
Additionally, for most wealth managers, the lion’s share of their available IT investment is taken up by compliance and risk.
12/10/2019
Top billionaires in the world see their wealth drop
Riding on the wave of the super-rich, 589 individuals became billionaires for the first time in this period, increasing the billionaire population by 3%.
12/10/2019
World's Best Private Banks 2020: The Tough Get Going
While rising ranks of wealthy individuals support growth in private banking, these are challenging times for the industry.
12/10/2019
Globally, Wealth Managers want complete digitisation, but buying more technology tools isn’t the solution
Rapidly increasing levels of digitisation are spanning vast swathes of the market – including wealth management.
12/10/2019
Two IQ-EQ senior leaders named among eprivateclient ‘50 Most Influential’ for fourth year each
This is the fourth time both Mark and Kevin have made the list.
12/10/2019
Combining business with humanity: Rothschild
Combining business with humanity, without neglecting either, is a core value of the Rothschild family and is illustrated in the numerous social housing projects which the family sponsored in London and Paris during the 20th century.
12/10/2019
Invesco founder and former CEO Charles W. Brady dies at 84
Charles Brady was chairman emeritus of the current Invesco corporation since May 2006.
12/10/2019
Merian hit by £670m outflows a month ahead of restructure
The firm, formerly known as Old Mutual Global Investors, was acquired by the management team in 2017 and renamed at that point.
12/10/2019
Last of China's top 6 Opens Wealth Management Unit
Digitization has brought a whole new experience to customers and changed their habits
12/10/2019
Deutsche Bank says hitting profitability target has become more ambitious
Deutsche Bank reaffirms its target of an 8% post-tax return on tangible equity
12/10/2019
Global asset allocation team arrives at Merian Global Investors
The business is targeting the launch of a long/short version of the fund in Q1 2020, subject to regulatory approval.
12/10/2019
UBS tweaks advisors' net new business award for 2020
The award adjustments aside, the core of the comp plan will remain unchanged, but the wirehouse said it will "increase grid band thresholds to align with today's broader business environment," the memo says.
12/10/2019
Top Investment Bank Slashes 1,500 Jobs
The decision to scale back was made when the bank saw its stock price surge 25% higher this year and reported strong earnings and corporate growth.
12/09/2019
Catherine Taylor Named in Citywealth’s International Powerwomen Top 100 list
Catherine has over 20 years experience in the finance industry, qualifying as a Chartered Accountant with Deloitte in 2000.
12/09/2019
Vontobel set to become a client-centric investment manager
Vontobel is taking these steps in anticipation of the growing demand for professional investment solutions and for individually tailored expert investment advice across all client groups.