07/05/2019
For Reed, competing in the world of private banking and wealth management in Asia is all about understanding, consistency, focus and the development of a niche in which the team can win.
07/05/2019
The company is undertaking a strategic review of Old Mutual Wealth Life Assurance
07/05/2019
We sat down with Sam Buckingham, investment manager at Canaccord Genuity WM to discuss what attracted him to the world of wealth management and a quickfire round of 3 questions in 30 seconds.
07/05/2019
It is the first time we have won this prestigious title from Global Investor.
07/05/2019
A sale of the bank is not an option on the agenda.
07/05/2019
The need for trust is natural and something we can all recognise.
07/05/2019
Camilla Ritchie, senior investment manager at 7IM, said: “Sustainable and ESG investing has come a long way in the past few years and we have witnessed a dramatic rise in demand for these strategies in the UK in recent months.
07/05/2019
It stated: "We have policies and procedures to help us manage the Wealth 50 list of favourite funds.
07/04/2019
“BNP Paribas Wealth Management, through its European anchoring and international coverage, is positioning itself as a preferred contact to guide members of FrenchFounders on these specific issues.”
07/04/2019
Buck's reemergence in the banking industry lends hope to the roster of Swiss bankers ensnared in criminal scandals over tax evasion or money laundering in recent years.
07/04/2019
Firm eyes opportunity in Belfast, as it is ‘one of the UK’s fastest-growing financial services hubs’
07/04/2019
Poor past experience and disappointing recent returns have challenged the recovery of hedge fund demand, especially in Asia where the asset class is more often associated with high octane returns rather than risk management.
07/04/2019
C. Hoare & Co. has been in business for more than three hundred years, and the family that founded it is still running the show.
07/04/2019
Switzerland's Fittest Private Bank Resides in Basel
IFBC also included a ranking of the most efficient private banks
07/04/2019
Quilter said in its results for the year to end-December its life assurance business saw net outflows of £2.3bn in 2018, up from £1.6bn in 2017.
07/04/2019
It is working with Rothschild & Co. on the deal, the people said.
07/03/2019
The $7.6-billion AUA, New York City RIA invests in Kate Mulvany and Helena Jonassen -- both US Trust vets -- and Stephanie Hackett, formerly of Brandywine
07/03/2019
The company said it had agreed "non-binding heads of terms" for a potential equity investment, with the investor set to become a shareholder in the business as part of the deal.
07/03/2019
Being recognized by Kiplinger’s as the Best Bank for High-Net-Worth Families for a third-straight year affirms we are building a high tech, high touch relationship with our clients.”
07/03/2019
Kleinwort Hambros: Maintaining a high-touch personal service
Paul Kearney, head of private banking at Kleinwort Hambros, says that there are two overriding prerequisites for success in the competitive private banking market: relevance and efficiency.