07/31/2019
Credit Suisse second-quarter net profit jumps 45%, beating expectations
Credit Suisse began a share buyback program at the start of 2019, with the aim of purchasing 1 billion Swiss francs by the end of 2019.
Wealth and Asset Management
07/31/2019
Harwood Wealth Management announces £1.8m triple acquisition
Completes third purchase
07/31/2019
Liontrust set to buy Neptune for £40m
Whole investment team moving over
07/31/2019
WH Ireland posts £11.3m loss as exceptional costs soar
New management team in place
07/31/2019
Credit Suisse second-quarter net profit jumps 45%, beating expectations
Credit Suisse began a share buyback program at the start of 2019, with the aim of purchasing 1 billion Swiss francs by the end of 2019.
07/30/2019
Citi Hong Kong today launches Citi PayAll
With the launch of Citi PayAll, we not only give our clients an alternative means to make their payments easily and smartly through our mobile app, but also offer them more value on their regular spending.”
07/30/2019
JPMorgan hiring in Germany amid private banking push
At the same time, many of JPMorgan's German clients are investing more internationally, "out of the DAX and bunds and into the US and emerging markets," Mr Straengh said.
07/30/2019
NBFCs bank on HNIs to raise more funds
An investor’s inclination towards downside protection continued to support the principal protected MLDs.
07/30/2019
Report: consolidation expected to hit small Swiss banks
PWC explained that it it expects to see around five to eight merger and acquisition deals per year in the Swiss wealth management sector, but does not foresee a big sell-off.
07/30/2019
Rothschild & Co invests in independent market leading equities research house, Redburn
Rothschild & Co’s investment will provide capital for the expansion of Redburn’s services to clients, as well as providing opportunity for greater employee equity participation.
07/30/2019
JPMorgan Chase Targets Germany’s Ultra-Rich in Wealth Push
At the same time, many of JPMorgan’s German clients are investing more internationally, “out of the DAX and bunds and into the U.S. and emerging markets,” Straengh said.
07/30/2019
The Challenges and Opportunities for Wealth Management in Indonesia
Hubbis, together with Swiss private bank Bordier & Cie as our exclusive event partner, assembled a group of prominent wealth management experts in Jakarta in July for a private discussion on the development of the Indonesian private banking and asset
07/30/2019
GAM on track with implementation of restructuring programme
We are well on track with the implementation of our restructuring programme and will continue to find ways to simplify our business to achieve additional efficiency gains.
07/30/2019
Basel boutique acquires Vontobel fund
Tareno first launched its water strategy in 2007, and has delivered returns of 24.4% over three years.
07/30/2019
Zurich boutique partners with German WM firm
The companies are then subject to a 50-point checklist evaluating aspects such as market position, leverage ratio, and management competency.
07/30/2019
Stifel announces record net revenues in Global Wealth Management
The Company's reported GAAP net income for the three months ended June 30, 2019 was primarily impacted by merger-related expenses.
07/29/2019
Why humans aren’t designed to be happy
Positive and negative affects do reside in the brain, but sustained happiness has no biological basis. And – perhaps surprisingly – I reckon this is something to be happy about.
07/29/2019
Healthy, Wealthy and Well Advised – Financial complexities of passing on wealth
Passing on wealth is a sensitive subject, not just because of the financial complexities of it all, but also the emotion and family politics involved.
07/29/2019
Hong Kong’s asset and wealth management business reaches HK$23,955 billion in 2018
Net fund inflows reached US$100 billion despite 5% fall in adjusted AUM of asset and wealth business, according to SFC survey
07/29/2019
Two from IQ-EQ shortlisted in Future Leaders Awards
Greig and Rhuaridh, based in Jersey and Guernsey respectively, each stand out for their strong technical expertise in managing portfolios of complex private wealth structures, their warm personalities and extracurricular achievements.