08/20/2019
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Wealth and Asset Management
08/20/2019
Edmond de Rothschild Retreats
The delisting also shuts investors off from an unusual annual perks.
08/20/2019
Pictet assembles new LatAm team led by ex-Julius Baer banker
Pictet’s wealth management unit is headed by former Julius Baer chief executive Boris Collardi.
08/20/2019
Coutts’s Wong Is Overweight Sterling Assets
She speaks on “Bloomberg Markets: European Open.”
08/20/2019
HighTower Makes Strategic Investment in Wealth Manager
Lexington Wealth Management was drawn to the synergistic culture, comprehensive operational support, and capital that HighTower could provide.
08/19/2019
Falcon: «Fragile Private Banking» for Sale
His goal is to bring on new teams and money to return to profitability; last year, Falcon's losses deepened to 32 million Swiss francs, from 28 million francs the prior year (when owner Adu Dhabi had to pump money in).
08/19/2019
Ex-Barclays Wealth boss says bank 'scapegoated' him after FCA ban lifted
Andrew Tinney slammed the bank on Friday, following the reversal of the Financial Conduct Authority’s decision to pursue a ban against him.
08/19/2019
Tilney confirms talks over Smith & Williamson merger
These discussions are ongoing and there can be no certainty that a transaction will proceed. A further announcement will be made as and when appropriate.
08/19/2019
Netwealth FUA, adviser numbers rise
"This review identified matters involving client rectification costs and legal expenses of $1.1 million. Our commitment has always been that when we make errors, we rectify them," Tong said.
08/19/2019
Edinburgh-based private bank hails double-digit growth
The first half of 2019 saw the launch of an “enhanced” digital banking service and the strengthening of the banking teams in both Edinburgh and London.
08/19/2019
Digital Needs Of Both Asset And Wealth Managers
This group has traditionally required portfolio analytics, performance, and associated market data to service their clients.
08/18/2019
Two leading wealth managers in merger talks
A merger would propel them into the top five British wealth managers by assets, and would broaden its offering to include tax advice and other financial-planning services provided by S&W through its accountancy arm.
08/18/2019
Rathbones, the hunter in need of prey
Rathbones is a marauding hunter. Fiercely independent, the wealth manager, valued at £1.2bn, is on the prowl for deals.
08/16/2019
Succession planning overtakes capital preservation as top concern - catch up with Stonehage Fleming
Eva Sheppard, partner at Stonehage Fleming, gets us up to speed on the main trends and observations she has noticed in the family office space right now.
08/16/2019
UBS' Pesky «Pig» Problem
The situation remains fraught, two months after the original incident, which saw Donovan apologize – but not fast enough for UBS to lose a key Chinese deal.
08/16/2019
Pictet «Flexes» for Staff
The move translates to a revolution for the hidebound Genevan private bank, which has maintained a distinctly more Calvinistic work ethic in the first 200 years of its existence.
08/16/2019
St. Galler Kantonalbank trims the profits higher
Thanks to better-performing exchanges, assets under management reached CHF 44.3 billion compared to CHF 42.3 billion at the end of 2018.
08/16/2019
UBS: Gold To Reach Almost $1,700 Next Year
But that lackluster price movement is all over now.
08/16/2019
HSBC GAM Int’l in Jersey to re-home unknown client assets
HM Receiver General in the Channel Island to look after assets as company’s liquidation is finalised
08/16/2019
High net worth firm Grayhawk partners with Wealthsimple
The robo-advisor will provide an online platform for the firm’s clients