08/30/2017
Bank of Montreal tops forecasts on retail, wealth management gains
All of our businesses are well-positioned for continued success
Wealth and Asset Management
08/30/2017
Lombard Odier: Sluggish Growth at Asset Management
Operating income for the first half of 2017 was CHF 536 million, 5% higher than the previous year, due to asset growth and increased client activity.
08/30/2017
A smarter wealth preservation strategy for the family's future
The world is in a period of global economic and political instability.
08/30/2017
JOHCM to set aside £5m to fund external research
Several large asset managers, including JP Morgan AM, Vanguard, M&G, Jupiter and Woodford Investment Management have said that they will pay for external research, but have not revealed the anticipated cost.
08/30/2017
Hargreave Hale sees bumper inflows in Norwich
The branch has also attracted over 360 clients in the two years since it opened its doors.
08/30/2017
Mirabaud Profits Perk Up
The Group has a consolidated balance sheet total of CHF 4,191.2 million
08/30/2017
Netwealth surpasses $15 billion in FUMA
Netwealth has moved past the $15 billion funds under management and administration (FUMA) mark after significant inflows into its non-institutional, private client and wealth management divisions.
08/30/2017
Pictet Profit Jumps
These figures are respectively 14%, 31% and 29% higher compared to the same period in 2016.
08/29/2017
$600M Merrill team leaves for Dynasty-affiliated RIA
The RIA specializes in serving business owners who work in the energy industry.
08/29/2017
Valartis reports significantly loss in the first half year
This loss is mainly due to follow-up costs for the group restructuring of the last years and currency adjustments on balance sheet assets.
08/29/2017
StanChart plays the numbers game in Indonesia
Although Standard Chartered has been operating in Indonesia for the past 154 years, it is only over the last 14 of these that it has been active in the wealth management space. And Simarno is anxious to make up for lost time.
08/29/2017
Wealth Managers Prepare for Coming M&A Surge
Timing can mean everything, and buyers are preparing to pounce.
08/29/2017
Van Lanschot Kempen H1 operating profit before tax rises to 74.7 million euros
Net inflows break down into €1.3 billion at Asset Management and €0.3 billion at Private Banking.
08/29/2017
Liechtenstein's Princely Bank Excels
LGT signalled its intent to expand in emerging economies last year when it bought ABN Amro's private banking operations in Asia and the Middle East, which came with $20 billion in assets.
08/29/2017
RBC Vision Fossil Fuel Free Global Equity Fund launches
"RBC Global Asset Management has offered socially responsible investment solutions to Canadian investors."
08/29/2017
Beat Wittmann Launches Investment Boutique
The two investors also were the driving forces behind TCMG asset management, a company owned by Raiffeisen Switzerland.
08/29/2017
Wealth giant tries to gatecrash £2bn Smith & Williamson merger
One insider close to the situation described the value of the two bids as "comparable", but said the Tilney offer would provide "greater certainty" because it would be entirely in cash.
08/29/2017
Wealth manager lets clients see all assets in one place
The portal safeguards data by using bank-level security and 128-bit encryption.
08/29/2017
Zollikon wealth manager changes name to avoid confusion
After the launch of his own firm he continued to manage the strategy as an external asset manager.
08/29/2017
Passing the Baton for Coram - celebrating the 325th anniversary of Coutts
Peter Flavel, Coutts CEO commented: “We wanted to mark the 325th anniversary of Coutts by giving all our colleagues around the country the opportunity to take part in something truly memorable that visits all 15 of our regional offices. I am delight