10/07/2016
OMGI replaces Rogge on bond fund; management brought in-house
Follows sale of Rogge to Allianz GI
Wealth and Asset Management
10/06/2016
Barclays Private Bankers Defect Before OCBC Acquisition
More than 10 wealth managers leave for Standard Chartered
10/06/2016
Swiss private bank Falcon says not for sale
The report cited Geneva-based Banque Heritage as a possible buyer. Falcon said it had never held talks with Heritage over a possible sale.
10/06/2016
Raymond James completes takeover of Deutsche Bank's US Wealth arm
The newly rebranded entity will continue to have a strong relationship with its former owner Deutsche Bank.
10/06/2016
Gold in the Alps: Billionaires Store Wealth in Ex-Swiss Army Bunkers
Many rich people have started considering alternative ways of storing their wealth
10/06/2016
The Key to Wealth Management Success: A Smarter Type of Growth
Success is about smart growth
10/06/2016
Standard Life Investments Extends Ryder Cup Deal to Paris 2018
Standard Life Investments, confirmed that it has extended its ground-breaking sponsorship of The Ryder Cup to include the 2018 contest, which will be played at Le Golf National, Paris, France, from September 28-30 2018.
10/06/2016
Major acquisition of Barclays UK trust business unit announced
Opens up new business lines and increases size of the company by 25%
10/06/2016
Qatari buys Banif to set up private banking
That was how Malta came into the equation.
10/06/2016
SJP arm upholds 96% of complaints
SJP Investment Administration has the highest uphold rate for complaints of any company listed in the FCA’s data
10/06/2016
Edmond de Rothschild manager puts half of fund in low-rated debt
The main contributor last year was to avoid the correct situations and to avoid the defaults.
10/05/2016
For Many Financial Advisors The Five Client Solution = 50% Annual Income Increases
These numbers are based on a structural model.
10/05/2016
Liew Nam Soon: «The Definition of Wealth Management Will Change »
Digitalization on the other hand allows banks to better manage and work with client data, thus providing for as much of an individualized offering as possible.
10/05/2016
Singapore Asset-Management Industry Grows 9% in 2015
City state’s assets under management grew to US$1.9 trillion in 2015
10/05/2016
Nervous Sarasin ups alternatives exposure
US profits are fading; cash and bond yields are gradually moving higher
10/04/2016
Cazenove snaps up London-based private bank
In a note, Schroders stated the acquisition fits with the firm’s strategy of growing its wealth management business.
10/04/2016
Indonesia’s Tax Amnesty Casts New Shadow on Singapore
Billions in withdrawals come on heels of reputational ‘dent’ caused by 1MDB scandal
10/04/2016
Female Bankers Have It Tough in Switzerland
Swiss firms are behind in almost all measures for promoting women to key positions
10/04/2016
Why banks are exiting wealth and insurance
In their latest research the two academics have pointed to the manner in which the increasing regulatory burden has been critical to decision-making by the banks
10/04/2016
Growth of wealth gives way for growth in charity.
Moving from the traditional philanthropy of large industrial houses, there is also a spurt in giving by the new rising industry sectors such as e-commerce, start-ups and IT