12/21/2018
Adviser Ratings chief executive of wealth Mark Hoven said the aim is to increase overall system transparency while lowering transaction costs through smart data and analytics for a range of activities that occur between participants in the channel.
12/21/2018
Ermotti said to tell investors that bank is working on a plan
12/21/2018
This evolution of the offshore wealth industry was one of the key topics addressed during a panel session at Citywire’s inaugural International Financial Advisor Summit in late September.
12/21/2018
Unibank Privé is actively developing Private Banking in Armenia and expands the range of its services across the CIS countries and Europe.
12/21/2018
EU access key for Swiss banks as costs, regulation drive consolidation in private banking
12/20/2018
The matter was escalated to Citigroup's board, one person said. The bank is also reorganizing its prime brokerage business as a result of the expected financial hit, the person said.
12/20/2018
It found that HNW investors are increasingly seeking new homes for their wealth to achieve benefits from global diversification and gain tax efficiencies.
12/20/2018
To help you prepare for a year of heady change, we’ve created a cheat sheet of key industry leaders to keep an eye on in 2019.
12/20/2018
Record net loans at Raymond James Bank of $19.7 billion were up 13% over November 2017 and 1% over October 2018.
12/20/2018
Schnurrenberger said: 'The merger makes it possible to expand the existing offering and to take further targeted growth steps.
12/20/2018
Commercial Bank of Africa is the largest privately-owned bank in East Africa
12/20/2018
In turn RSMR will give Benchmark Capital stronger research muscle.
12/19/2018
Another expert noted that there are three elements to portfolio management - market return, asset allocation returns in excess of market return and lastly the active management return.
12/19/2018
It was reported that the firm already had clients from Brazil and Argentina and that it was looking to cement its presence in the region.
12/19/2018
Nicholas Donnithorne, head of the trust and pensions team at Guernsey law firm Babbe, said that sizeable family offices have been relocating to the island in recent months.
12/19/2018
The firm’s move into the region is a testament to ‘the growth of private wealth’ in the country
12/19/2018
Assets under management at CHF 395 billion – Net new money growth close to 5% – Drop in client activity in Q3 affecting gross margin and cost/income ratio – Enhancing focus on core markets and reducing complexity
12/19/2018
The bank told finews.asia in a reply that the «House View» of the bank did not currently advise clients to move assets because of Brexit or other political developments.
12/19/2018
A structured products expert commented that they allow investors to manage and express any views on the markets.
12/19/2018
The company in the first half of this year was on the brink, having lost a string of executives, relationship managers and – as a consequence – assets under management.