12/11/2019
The Banking Barometer 2019: UBS
With one fell sweep, the bank had reiterated its position as the industry leader, while managing to appear both humble and light-footed.
Wealth and Asset Management
12/11/2019
ANZ Private hands out $3.5b mandate
Utilising their global reach and capability DWS will provide ANZ Private and our clients with access to key investment insights and expert personnel."
12/11/2019
HSBC to pay $192m penalty in US tax evasion case
Private banking arm of UK lender admits to hiding more than $1bn from authorities
12/11/2019
Oak CEO included in 2020 eprivateclient 50 Most Influential list
Chief executive officer of Oak, Stuart Platt-Ransom has been named in the 2020 eprivateclient 50 Most Influential list.
12/11/2019
Marcuard Heritage buys stake in Geneva WM
‘Atlantis Marcuard gives us the ability to attract successful private bankers in the French-speaking region of our country who demand holistic advice for their wealthy clients’
12/11/2019
Private banking celebrated at fourth annual industry awards in Zurich
For the fourth consecutive year, the Swiss private banking sector has turned out for Private Banking & Wealth Management: Switzerland 2019, the leading industry conference and award ceremony that will bring together more than 250 banking executives, t
12/11/2019
SJP acquires advice partner
There will be no changes to business operations at PSL as a result of the acquisition and this closer alignment of the businesses gives even greater clarity for clients on their overall financial affairs.
12/11/2019
Mercer acquires $230 million wealth management firm
Acquisition of Republic Wealth Advisors (Registered Investment Adviser), expands Mercer Advisors' Presence in Texas
12/10/2019
UBS Pins Wealth Management Hope in Singapore as it Expands its Philanthropic Channel
With a massive generational shift in wealth unfolding across Asia
12/10/2019
The new radicals: a better approach to wealth technology
Additionally, for most wealth managers, the lion’s share of their available IT investment is taken up by compliance and risk.
12/10/2019
Top billionaires in the world see their wealth drop
Riding on the wave of the super-rich, 589 individuals became billionaires for the first time in this period, increasing the billionaire population by 3%.
12/10/2019
World's Best Private Banks 2020: The Tough Get Going
While rising ranks of wealthy individuals support growth in private banking, these are challenging times for the industry.
12/10/2019
Globally, Wealth Managers want complete digitisation, but buying more technology tools isn’t the solution
Rapidly increasing levels of digitisation are spanning vast swathes of the market – including wealth management.
12/10/2019
Two IQ-EQ senior leaders named among eprivateclient ‘50 Most Influential’ for fourth year each
This is the fourth time both Mark and Kevin have made the list.
12/10/2019
Combining business with humanity: Rothschild
Combining business with humanity, without neglecting either, is a core value of the Rothschild family and is illustrated in the numerous social housing projects which the family sponsored in London and Paris during the 20th century.
12/10/2019
Invesco founder and former CEO Charles W. Brady dies at 84
Charles Brady was chairman emeritus of the current Invesco corporation since May 2006.
12/10/2019
Merian hit by £670m outflows a month ahead of restructure
The firm, formerly known as Old Mutual Global Investors, was acquired by the management team in 2017 and renamed at that point.
12/10/2019
Last of China's top 6 Opens Wealth Management Unit
Digitization has brought a whole new experience to customers and changed their habits
12/10/2019
Deutsche Bank says hitting profitability target has become more ambitious
Deutsche Bank reaffirms its target of an 8% post-tax return on tangible equity
12/10/2019
Global asset allocation team arrives at Merian Global Investors
The business is targeting the launch of a long/short version of the fund in Q1 2020, subject to regulatory approval.