09/24/2019
Global Wealth Management Platform Market 2019
Complete Research Study On The Market With Current And Future Market Trends Till 2028
Wealth and Asset Management
09/24/2019
Julius Baer's European Build-Out And Its UK Ambitions
At Julius Baer International Ltd, the business operating in the UK and Ireland, the combination of hires, expanding offices and other development has cost a considerable sum, putting the bank’s results into the red – at least in the short term
09/24/2019
The Extraordinary Collection - Coutts
The exhibition is up all this week, until Friday 27th September.
09/24/2019
Mifid rule forces Brewin boss to work Christmas Day
The controversial Mifid depreciation rule requires those with discretionary permissions to write to every client by the end of the following business day whose portfolio has dropped by 10 per cent or more from the beginning of the last reporting period.
09/23/2019
Peter Wuffli: «Why Reinvent the Past?»
The 61-year-old spent the last ten years dividing his time between a board mandate at Partners Group, a Zug-based alternative asset manager, and Elea, a foundation he and his wife set up in 2006.
09/23/2019
National wealth of Cyprus on the rise
The country’s national wealth, the Gross Domestic Product, is gradually but steadily rising from the very low of €16.43 billion recorded in 2013.
09/23/2019
The gradual disruption of the wealth management industry
I’m sure that with a bit more effort I could provide you with a little more detail.
09/23/2019
Sanlam UK completes acquisition
The amount paid for Thesis is undisclosed.
09/23/2019
Geneva WM takes stake in structured products firm
Synergies between companies in our field are common – this combination will allow us to offer our customers a more competitive proposition with the most integrated value chain possible.
09/23/2019
Private banks take biggest hit to profits since credit crunch
Industry profit fell 8% to £13.5 billion last year as it is warned it needs ‘fundamental transformation’ in order to survive
09/23/2019
People want sustainable investments so why aren't they doing it?
GenX-ers are also more likely to say they their individual investments could have a direct impact in contributing to a more sustainable world (64%) compared to millennials (60%) and baby-boomers (57%).
09/23/2019
Goldman Sachs Is Taking Another Stab at Serving Europe’s Rich
Bank plans to hire more than 30 wealth advisers in three years
09/22/2019
Investec makes €20m gain from sale of wealth management wing to Brewin Dolphin
The combined businesses will become Ireland’s third largest wealth manager, with €4.6bn under management.
09/20/2019
How Wealth Managers are Attracting the Ultra Rich
A key reason banks are interested in managing money for the ultra rich is profit.
09/20/2019
Wealth management could soon cost less than you’d think
Costs are falling — but it still looks far more expensive than it should
09/20/2019
IIFL Wealth hits the roof on listing
IIFL Wealth Management, the demerged entity of IIFL Finance
09/20/2019
CII apologises for St James’s Place exclusive training deal
Qualification will now be available to all members during the pilot launch
09/20/2019
Credit Suisse to charge wealthy for Swiss franc holdings
Swiss banks are looking to mitigate the costs of deepening negative rates, which result in them paying to park their excess cash with both the European Central Bank and the Swiss National Bank.
09/20/2019
Warren's wealth tax could create compliance challenges
Economists determining how much someone is worth could lead to contentious standoffs between taxpayers and the IRS
09/20/2019
Michelin-starred chef Peter Fiori launches Coutts bank’s first ever cookbook
Proceeds from sale of the volume, by Coutts head chef Peter Fiori and called ‘The Skyline Garden Cookbook: From Harvest to Plate’, will go to The Felix Project for the next week.