06/27/2017
Oppenheimer Europe to Hire Corporate Bankers as Wealth Lure Dims
Wealth management in the U.S. generates 67 percent of the firm’s global revenue
Wealth and Asset Management
06/27/2017
Deutsche AM to Offer Training to Swiss Bankers
They won’t legally remain Deutsche Bank staff and instead become employees of Deutsche Asset Management.
06/27/2017
Nikko am wins two mandates from zurich investments
The mandates would be managed by Nikko Asset Management’s head of Australian equities, Brad Potter, and Nikko AM’s portfolio manager, Jason Kim, and would be based on the comparative value analysis strategy run by the Australian equities team.
06/27/2017
JPM cuts fee on American trust by up to 50%
The house, which currently bills investors a flat 50 basis points, will reduce this to 35bp on the first £500 million of assets, falling to 30bp on assets of between £500 million and £1 billion.
06/27/2017
INVESTOPEDIA 100 Unveils Top Influential Financial Advisors
Investopedia ranks top 100 financial advisors based on digital, social and event leadership
06/26/2017
Private banker's 'love affair' still going strong
Julius Baer's S-E Asia head relishes the challenges his role offers
06/26/2017
Wirehouse training programs are back
At one time, major brokerage houses ran large, expensive training programs for thousands of young brokers, and now it looks as if they are about to return to that model.
06/26/2017
UBS And Deutsche in Poaching Spat
People familiar with the situation told the Financial Times that UBS’s exclusion partly originated from a row over Asian hiring practices.
06/26/2017
Assessing Singapore’s wealth management positioning
Yet Singapore can remain as the centre for private banking if clients from markets around the region think the expertise is still available.
06/26/2017
Mario Bassi: «Australia – The Graveyard of Private Banking?»
Are only the local banks struggling with private banking? No
06/26/2017
Yves Robert-Charrue: WMPartners Management Committed to Stay
WMPartners integration is very doable
06/26/2017
Tata Trusts takes digital route for philanthropy
Be it efforts to empower rural women, break gender barrier in access to Internet in villages or address gaps in learning levels of students of government schools, Tata Trusts is now banking on digital ecosystem to scale up, enhance efficiency and reduce c
06/26/2017
Vontobel Asset Management unveils global equity income strategy
Vontobel’s New York-based Quality Growth boutique has CHF 33.2bn in assets under management.
06/26/2017
Globalance Bank Goes Germany
The Zurich-based company now aims to expand abroad and has opted for Germany to take a first step outside of the Swiss home market.
06/26/2017
Butterfield is now island’s biggest bank
HSBC sold its private banking to Butterfield and Butterfield is restructuring its business
06/26/2017
Gibraltar Finance in London to promote Wealth Management sector
Minister for Commerce, Albert Isola, believes the event will be a thoroughly worthwhile experience
06/26/2017
Schroders to offer wealth management services to US expats
Managing director of RBC's Americas private wealth team Martin Heale will head Schroder Wealth Management (US) team when he joins the firm in August.
06/26/2017
How to snare high-net-worth clients
The next generation of wealthy clients is going to be much more discerning, demanding and cost-centric than previous generations,” says John Bowman, Managing Director of the Americas for CFA Institute.
06/26/2017
WMPartners: Anatomy of a Downfall
Make WMPartners into Switzerland's largest independent asset manager.
06/26/2017
Regional footprints: six wealth managers on the view from Scotland
The core of our business has always been Scotland because that’s where we’re physically located.