09/01/2017
Private banking battles for clients’ assets
As investors get tired of finance without a face, the industry seeks to cater to the emotional need of customers
Wealth and Asset Management
09/01/2017
Smith & Williamson and Rathbone Brothers end merger talks
It had incurred a £5m charge for expenses related to the prospective merger.
09/01/2017
International wealth hub sets up in Australia
A new social network hub dubbed Planet of Finance has launched in Australia, set to be unveiled at next week’s IFA Convention in Sydney.
09/01/2017
JERSEY Finance: New campaign to boost finance industry image
Most people in Jersey don’t use our services and we’ve got to explain what those are
08/31/2017
MetLife likely to buy ANZ’s wealth unit
One sticking point is whether the buyer takes on a local partner.
08/31/2017
Brexit: UBS May Move Bankers to Frankfurt
The bank however had yet to take its decision.
08/31/2017
China's wealth managers look to profit from risk and capital crackdowns
Beijing’s clampdown since last year on sending capital outside the country was also opening up opportunities for domestic wealth managers in China, they said.
08/31/2017
Edmond de Rothschild Treads Water
The growth Rothschild did manage is due to healthy market conditions.
08/31/2017
Vontobel aims to quicken growth in new 2020 targets
Targets for capital and cost/income ratios were unchanged.
08/31/2017
Geneva private bank launches US equity fund
The US equity portfolio is made up of 40 holdings, all equally weighted with 2.5% in each security
08/31/2017
REYL Group reports results for H1 2017
The improvement resulted from good performance in most business lines
08/30/2017
Bank of Montreal tops forecasts on retail, wealth management gains
All of our businesses are well-positioned for continued success
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.