07/04/2016
Banque Privée EDR picks Avaloq solution
This partnership will help us to bring greater innovation into our group, and we look forward to the cooperation.
Wealth and Asset Management
07/04/2016
Liontrust takes on Verbatim’s active range
Verbatim is part of the Simplybiz Group and provides an end-to-end investment process for advisers.
07/01/2016
Credit Suisse CEO Tidjane Thiam is 'struggling to swim'
An outsider to both the bank and banking, hopes were high Thiam could make the tough decisions that had eluded predecessor Brady Dougan.
07/01/2016
Is Charles Stanley starting to turn a corner?
The company is committed to revising its fee-sharing arrangements, a move which sits at the heart of chief executive Paul Abberley’s restructuring of the business.
07/01/2016
Passing your business and wealth to the next generation
By Lee Woon Shiu, Head of Wealth Planning, Bank of Singapore
07/01/2016
Mesoblast moves to tap private wealth funds
This trial, a phase 3 trial, is due to run until the end of 2017, costing as much as $US40 million.
07/01/2016
Geneva private bank offices searched in Spain
The head of the Mirabaud Bank based in Geneva is facing his biggest stress test .
06/30/2016
Swiss private bank to buy Raiffeisen's asset management unit
With the acquisition of Vescore Ltd, we are pursuing our carefully considered growth strategy in our target markets," Vontobel Chief Executive Zeno Staub said in a statement.
06/30/2016
Wealth of Qatar's super-rich seen at $500bn in 2020
Over the next five years, wealth in the Middle East and Africa region is set to reach $11.8 trillion--and Saudi Arabia, the UAE, and Kuwait's contribution will account for 22.7 percent of that sum.
06/30/2016
Credit Suisse Chairman Says Thiam Is ‘Right Man’ for Job
The bank confirmed the interview.
06/30/2016
Wealth managers overestimate their skills and face digital disconnect
One means of wealth management is through the professional services.
06/30/2016
Schroders’ commodities team launch first gold equities fund
The fund will be managed by James Luke and Mark Lacey, fund managers in Schroders’ commodities team.
06/29/2016
Private banks urge wealthy Asians to shun risk, favour credit
Private banks are also urging investors away from UK property, with UBS Group AG predicting pressure in the real estate market, especially in London, as banks move to other locations in Europe.
06/29/2016
Pictet private bank seeks to retain the family touch
He joined the bank in 1984 from a London law firm, becoming a partner seven years later.
06/29/2016
GAM buys $4 billion multi-strategy systematic manager
Leading systematic strategies are attracting substantial allocations from investors globally due to their compelling returns and their rigorous, disciplined investment processes.
06/29/2016
AFH Financial Profit, Revenue And Funds Under Management Grow
AFH said its balance sheet remains strong, supporting a further push to make acquisitions.
06/29/2016
Harwood Wealth Management AUI up
Eleven acquisitions were completed during the period for a consideration of £8m with a further two post period end.
06/29/2016
Credit Suisse brings digital private banking to Hong Kong
High net worth individuals increasingly expect to use new technology when it comes to managing their portfolios, survey finds
06/29/2016
One of Canada's Biggest Banks Is Buying Chicago's PrivateBancorp
The transaction will significantly expand CIBC's reach in North America, and enable PrivateBancorp to continue building on its record of growth and client service under the leadership of its current management team.
06/29/2016
International Wealth Insurer sold to Luxembourg's Foyer
All current contact persons will continue to serve IWI’s distributors and customers, who will also be able to benefit from the wider product offering from Foyer.