09/05/2016
Vistra Completes Rebrand of Orangefield Offices
Over the course of this year, all Orangefield offices have been rebranded, resulting in some of the larger offices moving to new premises.
Wealth and Asset Management
09/05/2016
Asset management chiefs receive bonuses 15 times salary
Fink’s variable pay was 2766% of fixed pay, (almost 30 times his salary) with a total package worth $26 million (£20 million).
09/05/2016
Weekly Investment Update - Coutts
In this week's film John Shepherd, Portfolio Manager, discusses Central Bank policy and looks at how Coutts are utilising alternative investments to diversify client portfolios.
09/05/2016
Berenberg to Expand Geneva Branch
Vanessa Skoura joined Berenberg in the spring of 2014, where she made significant expansions to the London Private Banking unit.
09/02/2016
Raymond James recruits adviser team with $220 million in assets from Wells Fargo
McCullough & Sparks Wealth Management opens office in Kenosha, Wis.
09/02/2016
Pension Isa could help prevent tax avoidance: Investec
The Isa model is the reverse of this, known as “tax, exempt, exempt.
09/02/2016
Martin Blessing: The Cuddly Banker Who Will Make You Sweat
Blessing will then take off on a tour of the country, with a particular emphasis on the French-speaking region
09/02/2016
Leading international trust and corporate services provider acquires Equation HK
The business provides fiduciary, accounting, payroll, company secretarial and tax services to international companies and individuals
09/01/2016
China Wealth-Management Products Rise to Record $3.9 Trillion
The products’ value rose 11.8 percent in the first half from the end of last year, according to a statement on the China Banking Wealth Management Registration System’s website.
09/01/2016
WMA Selects MSCI For Private Investor Index Series
The Committee debated what flexibility in an index provider is necessary so that these enhancements can be delivered when required.
09/01/2016
Kleinwort Benson Investors rebranded as spin-off approved
The rebranding coincided with regulatory approval for the separation, which was bankrolled by Amundi taking 87.5% of equity in the independent business.
09/01/2016
Handelsbanken completes acquisition of Dutch wealth management firm
Handelsbanken is acquiring all shares in Optimix, which will become a wholly owned subsidiary of Handelsbanken.
09/01/2016
J.P. Morgan Gets Stand-Alone Asset-Management License in China
License is registered in Shanghai’s free-trade zone
08/31/2016
Mirabaud Profit Drops as Transactions Slump
The Mirabaud Group Published Its Half-Year Results On 30 June 16. Assets Under Management Have Remained On A Par With The Prior-Year Period.
08/31/2016
Credit Suisse chairman calls for time to complete turnaround
If multiple banks would join up, the resulting IT infrastructure organization could be sold in an IPO on the stock exchange.
08/31/2016
PAFA Announces New Partnership with SEI
PAFA President and CEO. “SEI could not be a more ideal partner as we re-launch the Morris Gallery Exhibition Program, as SEI has demonstrated a long, visionary commitment to fostering innovation in contemporary art.”
08/31/2016
Lombard Odier says H1 consolidated net profit 61 mln CHF
As a result of the top-line developments, and despite reductions in the cost base, the operating cost/income ratio increased to 83%, compared to 80% in the first half of 2015.
08/31/2016
London-based private bank to expand Scottish business
The London-based private bank plans to expand on “burgeoning demand” from overseas investors
08/31/2016
Deloitte Acquires Wealth Firm
Deloitte in Australia has announced that Morse Consulting will join its Australian business.
08/31/2016
Patrick Odier: «Time to Be a Little Egoistic»
The fact that this business is successful proves our strategy right.