04/04/2019
Julius Baer Overseer's Goodbye Gift
Lacher's job is to figure out how the bank can grow sustainably in the next 10 years without another oil spill
Wealth and Asset Management
04/04/2019
Falcon Bank's Losses Deepen
The loss last year represents a deepening of 3.4 million francs on the year.
04/04/2019
UBS eyeing asset management merger with DWS – reports
Swiss bank could combine businesses and spin them out as separate entity
04/03/2019
Nucleus reports 33% profit jump
Nucleus' chief executive David Ferguson said the results were positive given a number of challenges facing the platform market.
04/03/2019
Bank of Singapore Officially Launches European Wealth Management Subsidiary
Europe has always been an integral part of our business.
04/03/2019
Citi to grow wealth management by 10%
The global banking giant has revealed that it is eyeing a significant expansion of its Asia-Pacific wealth management business.
04/03/2019
New York Private Bank & Trust Forms Strategic Partnership With NorthRock Partners
The release pointed out that most recently, Howard Milstein and NYPB&T have increased their holdings in the golf world, including ownership of GOLF Magazine, GOLF.com, and the Nicklaus Companies (in partnership with legendary golfer Jack Nicklaus.
04/03/2019
Middle East investors seek to hedge risk through portfolio diversification, Lombard Odier says
The Swiss private bank has seen a significant rise in its regional client-base
04/03/2019
UBS Wealth Management USA Unveils an Innovative and Award-Winning Digital Experience to Help Clients Manage Their Total Wealth
While the app goes beyond just the financial component of wealth, it also comes with new financial tools such as net-worth tracking and spending analysis tools.
04/03/2019
Vontobel acquires Swiss firm’s US private client portfolio
The duo have also entered into a cooperation agreement about recommending clients
04/03/2019
Robeco partners with Credit Suisse AM to bolster factor indices
They have an outstanding reputation for high-level precision in replicating indices and we look forward to working together as part of this partnership."
04/03/2019
Sanlam outsources custody services
The wealth management industry is undergoing huge transformation as firms seek to focus their time and attention on delivering best-in-class advice and service to their clients.
04/03/2019
Men still earning more at fund firms
Initiatives to promote boardroom diversity and flag gender pay issues have failed to resolve the issue
04/03/2019
SocGen opens German private banking office
Guido Zoeller, country manager for Germany & Austria said: "The offering of Société Générale Private Banking will complement our current portfolio of services and expertise in Germany."
04/03/2019
Fairway Group nominated in four Powerwomen categories
The awards organised by Citywealth celebrate individuals and companies who support caregiving responsibilities, female leadership, and celebrate diversity.
04/02/2019
Oman-based firm rolls out wealth management operation
The offering is part of the firm’s growth strategy to service high net worth customers
04/02/2019
Achieving the goal of total wealth planning
Wealthy individuals want digitally enabled, personalised advice on their future life goals and wealth protection needs
04/02/2019
J. Safra Sarasin to buy Lombard Odier Gibraltar business
This acquisition is another step forward in the growth strategy of the Group's private banking business and will further enhance its already strong footprint in Gibraltar
04/02/2019
Wealth Advisory Firm Halbert Hargrove Launches Refreshed Brand
The new brand reinforces the firm's focus on longevity
04/02/2019
Lombard Odier launches Abu Dhabi office
A decline witnessed in clients' assets under management in 2018 has been recovered in the first three months of 2019, chairman Patrick Odier said