12/12/2018
Golden Mandates in Private Banking
No wonder therefore are the big players – such as Credit Suisse, UBS and Julius Baer – eager to lap up discretionary and advisory mandates.
Wealth and Asset Management
12/12/2018
Private Equity Deals Help Drive Growth at Biggest Law Firms (1)
Survey shows firm revenue grew by average 6.3 percent in first nine months of 2018
12/12/2018
Mercer Advisors Continues Expansion with Acquisition Of Bell Wealth Management
Dave Welling, Chief Executive Officer of Mercer Advisors, stated, "We are delighted to join forces with Colin Bell, and the entire Bell Wealth Management team. Like Mercer, Bell has a long history of providing investment management and financial plan
12/12/2018
SYZ Group launches private markets investment company – SYZ Capital
SYZ Group, the family-owned Swiss financial group, has launched SYZ Capital, a private market investment and advisory specialist.
12/12/2018
Citigroup’s Latin America CEO Says Strategy Shift Is Paying Off
Jane Fraser says bank plans to boost investments in Mexico
12/12/2018
St. James's Place reveals acquisition of protection firm
They have achieved this by focusing on the value of relationships and with an ethos that is very similar to our own – to provide the highest level of advice to clients so that their needs, and those of their families, are met long into the future.
12/12/2018
Wealth management comes of age in Germany
But still the wealth management industry is in its relative infancy.
12/12/2018
Australian wealth fintech company targets Ireland
Consumers are increasingly using digital tools for many of their daily banking, shopping and entertainment needs.
12/12/2018
HNW Investors Lean To Alternatives
The survey, which asked 500 high-net-worth investors about their current holdings and future investment strategies, showed that 47 percent of participants invested in individual stocks in the past year, a 10 percent decline compared to last year.
12/12/2018
St James's Place acquires protection specialist
The new arrangement sees Future Proof become part of the St. James’s Place Group, supporting the wealth manager’s Partnership through the provision of specialist protection advice.¹
12/11/2018
Singapore private banks target Middle East, NRI clients
DBS plans to expand in the Middle East by doubling the number of private bankers there over the next five years, from more than 20 now, the bank said.
12/11/2018
Investing in the Asian Credit Markets in a Smarter Way
The fund has a moderate number of holdings of around 70 positions and is A rated on Citywire as well as followed by Morningstar.
12/11/2018
Value Idea Contest: Credit Suisse as a Value Investment?
Credit Suisse is the second largest bank in Switzerland and is famous for being a safe haven in the money world
12/11/2018
Alfa-Bank owners discuss sale with VTB and UniCredit, sources say
Proprietors including Mikhail Fridman deny attempt to sell Russia’s largest private bank
12/11/2018
Credit Suisse capital return plans risk disappointing investors
Bank will commit to ‘significant’ buyback but amount ‘nowhere near’ analysts’ estimate for next year
12/11/2018
Wealth Management firm plans for growth
A strong financial performance in recent years has enabled us to reinvest and develop our team which includes chartered financial advisers and para planners.
12/11/2018
LOIM launches UCITs version of TerreNeuve strategy
The UCITS Fund will target high single digit net returns, with a volatility of approximately 6-7%.
12/11/2018
Citi Private Bank Law Firm Group and Hildebrandt Consulting Issue 2019 Citi Hildebrandt Client Advisory
U.S. Law Firm Industry is Seeing Strongest Growth in Almost a Decade
12/11/2018
Syz Group launches private markets investment unit
The new unit will have two core pillars. One of them is a multi-manager fund that will evaluate absolute and relative value opportunities leveraging a proprietary asset allocation model.
12/11/2018
Lombard Odier offers sustainable market neutral fund
Fund manager Arnaud Langlois joined Swiss fund house in February