06/05/2018
Praemium signs wealth management heavyweight
Morgan Stanley head of institutional equities and wealth management Ian Chambers said managed accounts are becoming an increasingly important part of MS's financial product suite.
Wealth and Asset Management
06/05/2018
Credit Suisse Adds Fintech to Hong Kong Digital Push
The Zurich-bank is releasing Canopy's technology in both traditional and simplified Chinese for the Hong Kong market – a nod to Credit Suisse's biggest market in Asia.
06/05/2018
Julius Baer successfully closes acquisition of Reliance Group
This acquisition significantly strengthens Julius Baer’s strategic position in Brazil
06/05/2018
SGG Group launches offices in the Cayman Islands
The opening of the Cayman office strengthens the group’s position as a leading global service investor firm
06/05/2018
Bermuda restructuring options remain strong, international trusts forum told
Carey Olsen Bermuda opened in late 2017 and Carey Olsen is a sponsor of the conference for the first time.
06/05/2018
BBVA Compass Adopts SEI Wealth Platform
Unified Platform Supports Firm's Digital Strategy, Continued Relationship Fosters Mutual Growth
06/05/2018
Future giving Engaging the next generation
How will you build philanthropy into the DNA of your own family?
06/04/2018
Northern Trust named as custodian for HKBU’s endowment fund
Northern Trust had approximately US$10.8 trillion of assets under custody or administration globally as of March 2018.
06/04/2018
Jeff Prestridge: Invesco is putting its financial interests above those of shareholders - it should let 'Enhanced Income' go to the investors
There to defend the interests of shareholders (investors), they are persuading investment managers to reduce their charges.
06/04/2018
Morgan Stanley eyes bigger presence in Chinese market
With more than two decades in China, Morgan Stanley is still expanding from equities to asset management.
06/04/2018
Citi launches currency product, targets HNW investors
Machet said in recent years the mix of customers' investment transactions would be roughly one-third international, two-thirds Australian.
06/04/2018
AFH hunts for bigger IFAs to buy
AFH had cash reserves of £23.7m at the end of April, while the amount it is required to hold for regulatory purposes is just £2.5m.
06/04/2018
Millions in Baltic Scandal Frozen at Julius Baer
The bank was privatized in an emergency measure in 2011.
06/01/2018
Growing Hong Kong wealth market faces major talent shortage
Hong Kong is a key private banking hub having $800bn of AuM in bookings according to the Hong Kong-based Private Wealth Management Association.
06/01/2018
Private Banks Pin Hopes on Formula E Race
Two banks are at the forefront of the event
06/01/2018
International wealth boutique buys into UK IFA
London-based wealth manager Dolfin has formed a strategic partnership with the advisory group Alexander House Financial Services.
06/01/2018
European private banks are heavily investing in Asian footholds
“We observe that all rated private banks reported significant net assets inflows in 2017. Indeed, also in previous years some banks managed to more than offset outflows by inflows in new markets, especially in Asia,”
05/31/2018
Julius Baer Moves to New Office Launched by Najib Razak
The Zurich-based bank is not leaving the city-state though but is moving to even larger premises located close by.
05/31/2018
Thomas Chin: «It Allows Wealth Managers to Do More With Less»
This is where automation comes in.
05/31/2018
Union Bancaire Privée to acquire Luxembourg private bank
UBP has the necessary capacity to further develop the products, services and operations in Luxembourg, while Carnegie can focus on its domestic markets