01/22/2018
Setback for Credit Suisse in Asia
The Zurich-based bank has poured financial resources into technology and staff in the fast-growing Chinese market.
Wealth and Asset Management
01/22/2018
Lombard Odier Links Up With Bill Gates
Lombard Odier joins a growing number of banks that are tapping into the philanthropy market.
01/22/2018
RBC Wealth Management Joins Ellevate Network to Mobilize Women
RBC is also a sponsor for Ellevate’s upcoming Mobilize Women Summit in June 2018.
01/22/2018
National Australia Bank explores public float of wealth management arm
NAB’s strategic review is part of efforts to consolidate and simplify its wealth business.
01/22/2018
Asia-Pacific Dominates As World’s Richest Region
In 2015, the HNWI population in the region grew by 9.4%, while their wealth surged by just under 10%.
01/22/2018
Merrill Lynch Launches Wealth Management Banking Suite
The brokerage is also hiring more banking specialists to work with its advisors.
01/22/2018
Philanthropists donate $100 million to 2 Boston hospitals
The Hales serve on the Children's Hospital board of trustees and have chaired numerous fundraising events for Brigham and Women's.
01/21/2018
British asset manager to Open Tel Aviv Offices
The only other investment firm at this scale holding offices in Israel is U.S-based Nasdaq-listed BlackRock Inc.
01/21/2018
Lombard Odier Has Set Sights On Emerging Markets
Monier’s investment strategy seems to have worked, as Lombard Odier’s numbers have picked up.
01/20/2018
Morgan Stanley Lifts CEO's Pay 20% to $27 Million for 2017
Gorman was paid $22.5 million for 2016.
01/19/2018
Société Générale: Zurich Staff Are Upset
The banking staff association has already been involved to mediate between employees and the management.
01/19/2018
Wealth Management Awards 2018
Judging the awards is a two-step process involving a qualitative and a quantitative stage.
01/19/2018
Swiss Private Banking: Moral Is Not the Measure
Swiss wealth managers retained their rank as world leader in cross-border asset management.
01/19/2018
Rathbones sponsors the 2018 Charity Awards
The Charity Awards provide charities of all shapes and sizes with a window to showcase their efforts and the impact they have made.
01/18/2018
UBS' Crisis of Identity
The shift from profit-seeker to do-gooder lays bare conflicts of interests and contradictions that are inevitable with a sprawling multinational firm with often disparate interests.
01/18/2018
UBP Profit Soars
The Bank's prudent management of its balance sheet is also reflected in its short-term liquidity ratio
01/18/2018
Boutique wealth firm unveils online investment service
City-based boutique TAM Asset Management has launched an online investment service and signed up its first IFA partner.
01/18/2018
Financial planner launches robo-advice service
Financial planning firm Symphony has become the latest to enter the growing "robo-advice" melee, launching an online wealth management service to rival competitors such as Nutmeg, Wealthify and Netwealth
01/18/2018
DeVere returns to Latin America with ‘highly ambitious’ relaunch
“It is an entirely new operation today,” the spokesperson said.
01/18/2018
Boosting private banks with a programme of reforms and differentiated regulation
The associations explained that implementing differentiated regulation and market access in particular would boost the competitiveness and vitality of Swiss private banks.