02/20/2018
Close Brothers introduces all-in fee
The changes went into effect this month.
Wealth and Asset Management
02/20/2018
HSBC boss scores bumper farewell pay package as bank profits rise
He was also awarded 4 million pounds worth of shares in a long term incentive plan
02/20/2018
UBS Breaks Even in Germany
UBS Germany had posted losses for a dozen years, with a pretax loss of 71 million euros in 2016 as the last of that series.
02/20/2018
Germany's Oldest Bank Is Pushing Into U.S., Hiring 20 Analysts
The goal is to increase the number of U.S. equities analyzed from 100 to 300 within two years.
02/20/2018
Quilter Cheviot to award £150,000 funding as part of its Dementia Initiative
From the initial applications the judging panel will select a shortlist of charities that will then be required to pitch their proposed project.
02/20/2018
Northern Trust Asset Management Introduces Northern Engage360 Fund
An Innovative and Expansive Approach to Diversity Investing
02/20/2018
BGL BNP Paribas to acquire wealth management and insurance firm
“In Luxembourg we do not see possibilities to increase to the scale necessary.
02/19/2018
Wealth managers must go digital
As wealth is passed between generations, advisers must adapt to their new target group and adopt the right technology
02/19/2018
Swiss banks collaborate to develop Hermance Capital Partners
The fund invests in non-listed assets on behalf of its private clients.
02/19/2018
Citi sees rich pickings in targeting Asia’s ‘mass affluent’
Bank to roll out tools for super-rich to wider market in drive for growth
02/19/2018
Wealth manager acquires Grennan Advisers
We have always prided ourselves on delivering a relevant proposition as well as giving clients peace of mind and are delighted that Sanlam will continue with this approach.”
02/16/2018
Credit Suisse: Deceptive Figures?
CEO Tidjane Thiam can take credit for the turnaround strategy: Credit Suisse is considerably slimmer, more efficient, and most importantly, more solid than it was when he arrived in 2015.
02/16/2018
Credit Suisse Cool on Private Banking Hiring
The formula is one increasingly employed by private banks in order to get a leg up with big, family-controlled firms.
02/16/2018
Vistra Solidifies Presence in Ireland with new Acquisition
Through Vistra Alliance, Vistra has developed a strong ten year relationship with the team and we have seen first-hand that Ireland has become a key jurisdiction for inward investment.
02/16/2018
Deutsche Bank to sell Cayman, Channel Island ops
The transaction is expected to close in stages during 2018
02/16/2018
Bank of NT Butterfield & Son posts 4Q profit
These strong results were driven by our specialized banking and wealth management businesses that generate consistent fee income
02/16/2018
Middle East Wealth Management on track for Growth and Evolution
The wealth management industry is certainly evolving.
02/16/2018
UBS aims to cater better to female clients in Asia
So what else is new? After all, as the rich get richer, and with a turbo-charged China, the fact that more of them are women is to be expected.
02/16/2018
Invesco to drop Perpetual and PowerShares names in rebrand
Invesco acquired index fund business PowerShares in 2006, which currently manages $139 billion of assets.
02/16/2018
Ecobank offers wealth planning services to customers
She commented that Nigerians were good at making money and creating wealth, but had yet to pay attention to sustaining the wealth, and passing it on to the next generation.