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Wealth and Asset Management

02/20/2020

TBC Bank Announces Unaudited Preliminary FY 2019 and 4Q 2019 Consolidated Financial Results

The European Union Market Abuse Regulation EU 596/2014 requires TBC Bank Group PLC to disclose that this announcement contains Inside Information, as defined in that Regulation

02/20/2020

Van Lanschot Kempen launches share buy-back

The share buy-back programme will end on the day before the publication of Van Lanschot Kempen’s 2020 annual figures

02/20/2020

Wealth management firm celebrates significant milestone

Statutory profit before tax of £39.7 million (2018: £61.3 million) reflected anticipated items, most notably the costs associated with the acquisition of Speirs & Jeffrey.

02/20/2020

Berdon's Family Office Group Earns PAM Award For Best Business Consulting Firm For Family Offices

This honor, spotlights Berdon's commitment to excellence in the delivery of client service which is best demonstrated by our approach of listening to client issues, solving their problems, and delivering innovative solutions that exceed expectations.

02/19/2020

Societe Generale abandons plan to sell Kleinwort Hambros

According to Bloomberg, Swiss private banks Julius Baer and EFG International were in pursuit of Kleinwort Hambros.

02/19/2020

Switzerland: No Longer the Most Secret Financial Market

The home of private banking has slipped to third place behind Cayman and the U.S. and isn’t top of the list for the first time since 2011.

02/19/2020

BLKB: Operating Costs Rise on Transformation

The increase was mainly due to growth in revenues from commissions, services and trading.

02/19/2020

HSBC Swiss Wealth Unit Returns to Profit

The profit from the Swiss unit helped the global private banking business to increase its pretax by a fifth to $402 million.

02/19/2020

Quilter’s UK Platform launches family linking

Introduces new pricing structure, saving clients’ money

02/19/2020

Belvoir subsidiary changes name after founder’s retirement

BWM will remain a legally separate subsidiary of Belvoir Capital and retain its focus on customers connected to the US.

02/18/2020

Wall Street Targets the Nordics After Latest Spike in Wealth

Eirik Winter, chief executive officer in the Nordics at BNP Paribas, says the region’s appeal lies in its “tendency to grow a bit faster than the rest of Europe and in some cases even faster than the U.S.”

02/18/2020

Standard Chartered to Double Relationship Manager Headcount

Unsurprisingly, the segment also exhibits global tendencies and currently makes up about one-third of Standard Chartered’s international banking clients.

02/18/2020

ZEDRA launches new website and announces Active Wealth approach

Streamlining and simplifying the private client offering process has other benefits too.

02/18/2020

How wealth managers can harness new technology to succeed in the 2020s

Digital and voice-enabled services are essential to delivering a more responsive offering to investors.

02/18/2020

Intergenerational wealth transfer: threat or opportunity?

Are traditional wealth management firms and private banks prepared for this intergenerational transfer of wealth, and should they view it as a threat or an opportunity?

02/18/2020

SocGen Is Said to Scrap Sale of U.K. Private Bank Unit Hambros

French bank fails to reach deal with potential buyers of unit

02/18/2020

Berenberg grows net profit for the year by 160%

Gross income at the Investment Bank division climbs 36.5% to €275 million

02/18/2020

WeekWatch - St. James’s Place

Investing sustainably is one of today's most important challenges

02/18/2020

How the private members’ club is being reimagined as an ethical forum

Having such a prodigious resumé comes with many perks.

02/18/2020

Double nomination for Crestbridge in European private wealth awards

Winners of the Awards will be selected by an independent panel of judges and announced at an Awards dinner in London on 23 April.

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