08/20/2018
Credit Suisse Sees Asia Wealth Race Shifting From Offshore Hubs
Seeking at least $10 billion of assets in each Asia market
Wealth and Asset Management
08/20/2018
UBS Faces Tough Questions on Wealth Mega-Merger
The move burnishes the standing of Naratil the Swiss bank's U.S. head who returned to New York in 2016.
08/20/2018
What High-End Art Says About Rich Investors Right Now
Results from a well-known auction house reveal a couple of key trends.
08/20/2018
Economic Perspectives by Ruth Lea CBE
Despite higher fuel prices, CPIH inflation was unchanged at 2.3% in July. CPI inflation was a tad higher – at 2.5%.
08/20/2018
On tap rather than on top: the role of experts in the UK today -Stonehage Fleming
In a revised and updated paper, the Group argues that there is an urgent need to restore the balance between experts and skilled generalists
08/20/2018
Ex-Northwestern Mutual team launch new wealth manager
Moosherr started his career in the industry in 1987 at Chesapeake Securities Research Corporation
08/20/2018
Lombard Odier expands Asia footprint with Japanese ally
MHSS will provide our valued clients with more advanced wealth management services than ever
08/17/2018
Schroders launches global target return fund in Singapore
The Luxembourg-domiciled fund, which was first launched in December 2016, had US$109.9 million of assets under management as at June 29, 2018.
08/17/2018
Financial Aid for Swiss Bankers
Up until now, several dozen have received financial aid, the lead lobby group, Schweizerischer Bankpersonalverband or SBPV, told finews.asia.
08/17/2018
Nick Xiao: «Private Banks That Get China Right Will Be Rewarded»
After flubbed attempts to crack the Chinese market in the previous decade, several private banks are making a renewed push, Nick Xiao tells finews.asia.
08/17/2018
Family Wealth Alliance Announces Best in Industry Awards Finalists
Winners to Be Announced at October 17 Awards Gala
08/17/2018
GAM troubles: 16 key dates as a crisis unfolded
While the last two weeks have been especially difficult for the Swiss asset manager, the firm's struggles go back years.
08/17/2018
JTC acquires corporate and fiduciary services firm
The principal managers of Van Doorn, who are also shareholders of the Seller, Mr Aravind Ramanna and Mr Eke Verbeke, will join JTC at completion.
08/17/2018
VZ Group's asset management head resigns
CEO Matthias Reinhart expects that revenues and profits in the 2018 financial year will be higher than in 2017 and that the dividend can be increased again.
08/17/2018
SJP victorious in unsuitable advice claim
He claimed the schemes failed to be as effective in mitigating these liabilities as he had been led to believe by SJP advisers.
08/17/2018
Cantonal bank reports positive results despite increased expenses
However, operating expenses also increased by 5.7% due to the bank’s activities ahead of its 150th anniversary, the creation of new jobs and digitalisation expenses.
08/16/2018
How to pass on wealth to the next generation and beat inheritance tax
More people are choosing to pass on their wealth while they are still alive and can see their loved ones benefit - and to take advantage of the seven-year rule that can keep it free of inheritance tax.
08/16/2018
JPMorgan private bank boosting staff in Columbus
Chase is the second largest bank in Columbus, according to Business First research.
08/16/2018
China’s wealth managers eye expansion to compete globally
Buttressed by China’s ever-expanding economy, Chinese wealth managers and private banks are adopting unique expansion strategies to secure a slice of the action
08/16/2018
DeVere UK losses deepen amid FCA probe
DeVere UK said its decision to discontinue its pension report-writing service had led to turnover falling from £3.08m in 2016 to £2.14m in 2017.