03/04/2019
Lombard Odier client assets slip despite 'robust' inflows
Total client assets at end-December, 2018 were at CHF 259 billion.
Wealth and Asset Management
03/04/2019
ABN AMRO closes the acquisition of Societe Generale Private Banking Belgium
The required regulatory and merger control approvals have been obtained and the transaction was completed on 28 February 2019
03/04/2019
ABN Amro concludes Belgian private banking acquisition
ABN Amro also expects the deal to have a minor impact on its CET1 capital ratio.
03/04/2019
BMO Private Bank Asia Honoured For Excellence In Wealth Planning
This is the fourth time BMO Private Bank Asia has been honoured by the global news service and media company.
03/04/2019
Lombard Odier client assets slip despite 'robust' inflows
Amid the current global shift transforming our economies, we have made further strides in embedding sustainability into our investment processes across the Group.
03/03/2019
1825 acquires BDO Northern Ireland’s wealth management business
BDO Northern Ireland’s wealth management team specialises in all aspects of wealth planning and support from corporate to personal and trust advice.
03/01/2019
deVere CEO acquires UAE wealth adviser
It's the second acquisition in the UAE this month for deVere's Mr Green after acquiring Dubai-headquartered Prosperity and its 50-plus team earlier this month.
03/01/2019
Forbes Names Pete Ledebuhr Top Wealth Advisor in Illinois
The criteria include interviews, industry experience, community involvement, revenue trends and client retention*
03/01/2019
A Closer Look At Credit Suisse's Valuation
The bank also remains on track to scale down its trading operations, as evident from the consistent decline in the bank’s trading assets post-2008 economic downturn.
03/01/2019
Global economic slowdown prompts investors to hedge risk, Deutsche Bank says
Germany's largest lender sees sovereign bond offerings from the region rising in 2019
03/01/2019
Profits Rise at J. Safra Sarasin
The solid performance of 2018 is a testament to the consistent revenue generation of our core business and the prudence with which we manage the Group at all times.
03/01/2019
Investment company buys majority stake in Jersey wealth firm
Managing director Baker said: ‘This transaction will enable us to accelerate our ambitious growth plans to build a leading independent investment business in Jersey.
03/01/2019
Man Group's performance fees plunge as assets slip in 2018
Results for the financial year ended 31 December 2018
03/01/2019
Switzerland’s Pictet to Shake Up Pay for Private Bankers
Bank said to plan more entrepreneurial model for some advisers
03/01/2019
EXCLUSIVE: Winners Of The WealthBriefingAsia Greater China Awards 2019
Winners gathered at the Hong Kong Bankers Club last night to honour winners of these important awards for the Greater China region.
02/28/2019
Schroders Wealth Management: Fast-Tracking Asian Growth with Partnerships and Acquisitions
Simon Lints, CEO of Schroders Wealth Management in Singapore and one of the principal architects of the firm’s Asian expansion drive since he arrived in mid-2016, is passionate about the business and about the people he works with.
02/28/2019
Nedbank Private Wealth International Named As One Of Britain's Best Companies To Work For
We exist to protect our clients, advise them with integrity and make their lives easier, and we appreciate that a fully engaged workforce is crucial to achieving this.
02/28/2019
St James’s Place to buy Dublin investment firm
Ftse 100-listed wealth management firm acquires business for less than €12m
02/28/2019
JPMorgan Considering China Onshore Private Bank Business
China is home to second-biggest pool of wealthy people
02/28/2019
Women in WM: Geneva CEO plays the long game
Nicole Curti of Stanhope Capital shares insights on daily challenges, keeping a work-life balance and how her firm keeps her on her toes.