02/06/2018
Partnership Breakthrough for Lombard Odier's Asian Chief
Asia is a key strategic growth market for the Swiss bank and Magnenat will continue to be based in the region, according to an internal announcement by the bank.
Wealth and Asset Management
02/06/2018
BNP Paribas profit hit by lower revenue
This low level is due in particular to the good control of risk at loan origination, the low interest rate environment and the continued improvement in Italy thanks to the repositioning on better corporate clients.
02/06/2018
Wells Fargo Advisors Assures Brokers They Can Keep Growing
Managers also can continue recruiting brokers to the firm.
02/06/2018
Hargreaves Lansdown pretax profit, assets under administration rises
Net new business was £3.34bn during the period, up 43% compared to the same period a year ago as the financial services firm reported 61,000 increase in active clients to a total of 1,015,000 active clients since 30 June 2017.
02/06/2018
Fast forward to thriving independent wealth management in Hong Kong
Another panellist explained that after the 2008 financial crisis, private banks simply aimed to get bigger, but not necessarily better.
02/06/2018
The death of private banking…
…and how wealth management can have a brighter future.
02/06/2018
Euromoney’s Private Banking and Wealth Management Survey 2018
UBS Wealth Management voted best global private bank; private banks more bullish on revenues; hiring to increase.
02/06/2018
Mattioli Woods increases revenue by 17%
Total client assets under management, administration and advice increased by 5.2 per cent to £8.34bn at 30 November 2017, compared to £7.93bn at 31 May 2017.
02/06/2018
Janus Henderson Q4 net income soars 470%
Assets under management rose 3% in Q4 to $370 billion, 16% higher than 2016.
02/06/2018
Lombard Odier's Asian Chief Lifted
Asia is a key strategic growth market for the Swiss bank, and Magnenat will continue to be based in the region
02/06/2018
Robo Clients Were Left in the Lurch During Market Tumble
Human financial advisors, meanwhile, are reassuring their clients that there’s no reason to panic, according to CNBC.
02/06/2018
Canaccord Genuity Group revenues soar 49% in Q3
Excluding significant items, third quarter diluted earnings per common share of $0.31
02/06/2018
Credit Suisse and Nomura liquidate ETN products amid market volatility
Swiss bank says the closure of the product had ‘no material impact’ on the group
02/06/2018
Canaccord scoops Citywealth award for the fifth year in a row
The Awards are judged by an international panel of practitioners drawn from all private wealth sectors
02/06/2018
Private Wealth Network brings Caribbean launch to Cayman
The hosting sponsor for the inaugural event was London-based chancery and commercial barristers’ chambers Serle Court.
02/05/2018
Swiss bank UBS chases the newly-rich in Britain's regions
The bank says a surge in personal windfalls from takeovers, and rising house prices had led to an increasing number of wealthy people across Britain.
02/05/2018
ZEDRA opens a new office in Zürich
The office will be located on Gartenstrasse 23, 8002 Zürich.
02/05/2018
Britain has excelled at generating wealth
Preliminary estimates for Great Britain from the Wealth and Assets Survey using attitudinal data not dependent on thorough checking and imputation methodology.
02/05/2018
Gulliver’s travels end on a high note for HSBC
His scorecard isn't flawless but history is likely to look kindly on HSBC's outgoing leader
02/05/2018
Ain’t no mountain high enough: Top HSBC banker is a man on a mission
The co-head of HSBC’s global banking business in the UK says processing the situation took some time.