09/19/2019
Sarasin & Partners reported profits down 15% as a combination of ‘difficult’ investment performance and client outflows chipped away at its assets under management (AUM).
09/18/2019
‘The only way to tap it is through partnerships’
09/18/2019
The firm rankings expanded to 50 spots in 2019 (from 40 in 2018 and 30 in 2017) because “the independent-advisory business is simultaneously growing and consolidating,” Barron’s wrote.
09/18/2019
Although Credit Suisse has cut down on its trading operations, its business model remains much more diversified than UBS.
09/18/2019
Recognition of an exceptional career in Financial Services
09/18/2019
The wealth management industry is on the rise globally.
09/18/2019
The CRS provisions, as they have been adopted and implemented, have led to an evolution in how countries are adapting their fiscal policies in tandem with CRS.
09/18/2019
Agressive fee strategy puts pressure on rival St James’s Place
09/18/2019
Heartwood began its research into developing a rich multi asset sustainable proposition in 2013 and created four global multi asset sustainable strategies across the risk spectrum – Defensive, Cautious, Balanced and Growth.
09/18/2019
DBS in Thailand aims to double its wealth AUM and relationship manager headcount by 2023, according to a statement from the firm.
09/18/2019
Schwab executive Chris Thom let go by Schwab as part of its efforts to reduce its workforce by 3% this week, a source says to get ahead of an expected Fed rate cut that will slash revenues.
09/18/2019
MAS also issues notices, guidelines, circulars and other written directions that apply to banks, merchant banks, CMSL holders and RFMCs, which are available on the MAS website.
09/18/2019
We set up Sequoia to take this burden off their backs and help them streamline their diary.
09/18/2019
Bringing money out of the shadows means improving governance
09/18/2019
The firm’s revenue for H1 2019 was CHF 262 million, down 1% compared to CHF 264 million in H1 2018.
09/18/2019
Why wealth firms are throwing cash at veteran talent
With new clients increasingly sourced from rivals rather than the newly-rich, one age cohort is in high demand: the industry veteran.
09/17/2019
Boutique PB hopes to fill WM niche
Despite Asia’s talent shortage and competitive landscape, the Singapore arm of Liechtenstein-based VP Bank aims to be a wealth management specialist.
09/17/2019
The results also pointed to the investment JTC has made in its global platform through the enhancements made to its senior management team
09/17/2019
A patron of Royal Trinity Hospice and a founder partner in the impact investment partnership Project Snowball, charity begins at home with Hoare in his role as trustee of the family’s own Golden Bottle Trust.
09/17/2019
The Middle East was the only region to buck the trend, increasing its HNWI population by 6%, while their wealth rose by over 4% in 2018.