06/27/2016
Credit Suisse Tries to Overhaul Its Image, but Problems Remain
Some banks just don’t get the message.
Wealth and Asset Management
06/27/2016
A Wealth Of Opportunity for RHB Bank
It’s never too late, it seems, for banks in Asia to realise that they need to do more with the generally vast number of affluent customers on their books.
06/27/2016
Westpac Outlines Private Wealth Changes
The changes will see Justan Kitchener take the reins as head of NSW private wealth.
06/27/2016
Barings unveils high conviction absolute return product
First absolute return vehicle for the firm
06/27/2016
How has English football and asset management evolved since 1966?
Initially, this work was used to measure portfolios, but in the 2000s has spurned popular style-based investment strategies.
06/27/2016
“Adviser-friendly” P2P – An interview with Octopus Choice
Octopus Investments has been around for some 15 years and boasts over 50,000 clients.
06/27/2016
Family touch helps Pictet ride the storms in private banking
Incoming senior partner of the Geneva-based bank says continuity and long-term thinking are vital
06/27/2016
U.K. Advisors Tell Investors to Calm the Hell Down
An executive at Trustnet, a British fund and stock seller, tells the FT sell order value was double the value of buy orders early Friday.
06/24/2016
Raymond James Financial Reports May 2016 Operating Data
Total net loans at Raymond James Bank reached a record of $14.6 billion, increasing 22 percent over May 2015 and 1 percent over April 2016.
06/24/2016
Kleinwort Benson Guests glean key takeaways from Summer Wealth Forum
The answer: pretty well, actually. Reassuring indeed when you factor in other major global risks currently on the table – from China’s slowing economy, to the ever-increasing threat of terrorism and the great unknown if Donald Trump were to be
06/24/2016
UBS: D-Day for Private Banking
The bank wanted to streamline several back office units.
06/24/2016
Swiss bank ramping up wealth business in Asia
Demand for wealth management services is growing in Asia with the rise of the upper class.
06/24/2016
Brexit: how wealth managers are advising their clients
Some are urging caution while others are favouring the FTSE
06/24/2016
Vistra Group acquires Ujwal to further expand its footprint in India
The majority of Ujwal’s clients are Indian subsidiaries of foreign multinationals, predominantly in the information technology sector.
06/24/2016
Elian Scoops ‘Brand of the Year’ at Citywealth Awards
The inaugural awards, which were held at the Grange St. Paul’s Hotel in London on 21st June, were created to recognise best practice within business services.
06/24/2016
Andbank España Lift Best Private Bank Spain 2016 Award
This is despite the bank having started only four years ago. CEO Carlos Aso acknowledged the company had been operating in what could conceivably be termed a 'difficult' sector in recent years.
06/23/2016
Rich Swiss bank clients seek refuge from negative rates
These high-net-worth clients are defined by Capgemini as individuals with $1 million-plus to invest.
06/23/2016
JBWere cuts adviser commission rates
Nab's wealth management business JBWere has announced changes to its remuneration structure, which include cutting adviser commission rates in an effort to support a growth plan.
06/23/2016
Opportunity for debt structuring through Mauritius
Following the above amendment, debt structuring through Mauritius is likely to become an attractive proposition for foreign investors seeking to invest in India.
06/23/2016
Quilter Cheviot Is Preferred DFM For Advisers ... Thank You
We are delighted to have been chosen as the financial advisor community’s most preferred discretionary fund manager.