03/22/2018
Standard Chartered to Go It Alone
The Swiss bank repeatedly was mentioned as a potential buyer of the rival bank.
Wealth and Asset Management
03/22/2018
Private banking trust first then digitalisation
Although he did admit that digitalisation will present new challenges to private bankers, demanding that they, “… create new business models and adopt new behaviour.”
03/22/2018
Lombard Odier: Client Asset Surge in 2017
Lombard Odier’s total client assets reached 274 billion francs
03/22/2018
Julius Baer suspends employee amid probe of arms deals
The Handelszeitung paper said a Julius Baer banker in Russia was also involved in the case.
03/22/2018
Pictet seeks to exploit volatility with unconstrained fixed income launch
Aimed at investors 'willing to accept' greater risk
03/22/2018
How One Investor Turned a Bet on the Swiss Central Bank Into Millions
Theo Siegert’s stake doubled in value last year to nearly $25.3 million
03/22/2018
UBS CEO Says to Expect 'More of the Same' Performance
He declined to give any further guidance about the Swiss bank's first-quarter business.
03/22/2018
The Ways and Means of Tax Planning With Life Insurance After Tax Reform
Possible answers to tricky questions from clients.
03/21/2018
Nordea Wants More Bankers for Wealth Unit
The wealth business employs about 3,600 people, 500 of whom are based outside the Nordic region.
03/21/2018
Sustainable IAM makes for innovative intermediary services in Asia
VP Bank is well-positioned as one of the largest dedicated IAM teams in Singapore, having grown significantly in 2017.
03/21/2018
Sasfin Wealth delivers a ‘particularly good’ six months
CEO Michael Sassoon reports that the group’s H1 balance sheet was ‘pretty good’, but a credit and tax issues impaired the result.
03/21/2018
LGT in Dubai: The same strategies and solutions as the owners
Brand View: Finding what makes LGT successful
03/21/2018
Swiss Global Group to open offices in Middle East and Asia
Geneva-headquartered Swiss Global Group has announced plans to open offices in the Middle East, Asia and further parts of Europe as part of an ambitious expansion strategy to build a 60-strong international financial adviser team by the end of 2018.
03/21/2018
CreditEase and Amundi Establish Strategic Cooperation Partnership
The two companies will deepen their cooperation further in global asset allocation, wealth management solutions, risk management and control, relationship development with local regulators and industry institutions.
03/21/2018
Citigroup Shifts to Wealth Management in Hyper-Digital Korea
“The revolution in banking is that because of technology changes, customer behavior is changing every single day and their expectation is changing every day,” Carney said in an interview in Seoul. “I think we are the model for the future
03/21/2018
Morgan Stanley wealth customers bring more assets to bank: executive
“They’re bringing money from other sources into Morgan Stanley to invest,” he said, “so I don’t know if that means they’re fully invested, or whether we’re getting more share of their business.”
03/20/2018
Pictet Closes Booking Centers for Independent Asset Managers
Pictet Asset Services is the custody bank and fund administration division of Geneva-based bank Pictet.
03/20/2018
Preparing Asian wealth managers for the future
Sarwar also said that he was interested to hear how family and multi-family offices in China and Asia are developing apace and the merging of models from the West to adapt to Asian mentalities and unique requirements in this region.
03/20/2018
A.W. Jones launches A.W. Jones Private Advisors
The firm converted its partnership in the 1980s becoming one of the earliest multi-manager funds. A.W. Jones has maintained its family leadership for 70 years.
03/20/2018
Asset managers will rue failure to tackle costs
Amazon-type marketplace would be nightmare scenario for traditional fund houses