06/12/2018
Swiss bank Julius Baer says Europe matches Asia for new business
European and Asian customers account for roughly a quarter each of the group’s assets under management, according to sources.
Wealth and Asset Management
06/12/2018
UBS Celebrates 25 Years as Lead Partner of Art Basel
Art fairs accounted for an estimated 46% of dealer sales in 2017
06/12/2018
PBI conference: London to remain key wealth hub amid Brexit
He cited findings by Boston Consulting Group that indicated global private wealth to be $167trn in 2016 with wealth is expected to accelerate to $223trn by the end of 2021.
06/12/2018
Mirabaud Offspring in Start Blocks
Nicolas Mirabaud has been a limited partner since 2015 – the training grounds, so to speak, for offspring likely destined to enter the family partnership.
06/12/2018
HSBC unveils Asia wealth strategy
HSBC has revealed plans to expand insurance and wealth management divisions in China as part of strategy refresh.
06/11/2018
Private banking centres face up to compliant future
what do the once supreme cities of Geneva and Zurich have to offer private clients?
06/11/2018
Safe gains, focus for LOMBARD Odier
The last global financial crisis triggered by propagating of securitisation in the United States and Europe is an example of that, he said.
06/11/2018
The 200 Year Life... by Penny Lovell
Age shall not wither us so long as our minds remain hopeful, our optimism ever new.
06/11/2018
Holding out for a hero by Tim Price
At Versailles the 1914-1918 holocaust had been blamed on the Germans.
06/11/2018
Heirs of Heirs of Heirs of Heirs Love Dynasty Trusts
People from across the U.S. can open dynasty trusts in these states, and top wealth planning firms say they’re doing so.
06/11/2018
It’s Billionaires at the Gate as Ultra-Rich Muscle In on Private Equity
In an era of hyper-affluence, JPMorgan and Credit Suisse cater to a super-exclusive class.
06/08/2018
Canaccord cracks UK wealth top 10 with Hargreave Hale buy
Canadian parent Cannacord singled out the performance of the UK division, saying it had produced the 'most substantial’ contribution to its global wealth management operations.
06/08/2018
Falcon Private Bank's Vicious Cycle
Keller is losing one key top executive and private banker after another, while trying to stanch Falcon's losses and roll out the bank's new strategy.
06/08/2018
Canaccord Genuity Group Inc. Announces a Proposed Increase in the Ownership of its Australian Business
Agreement positions the Company and its shareholders to capture a greater share of activity in the region and further strengthens alignment of partners and employees
06/08/2018
UBS Suffers Asset Outflow in Second Quarter
We expect them to be higher this quarter,» said Gardner. U.S. customers are currently paying their tax bills.
06/08/2018
Filipinos need risk, wealth management services: consultant
The group, being an independent family business for generations, also specializes in advising companies in terms of successions.
06/08/2018
Investec Asset Management expands into Portugal
The company has approximately €119bn in assets under management.
06/08/2018
Wealthy investors attempt to cash in on class action lawsuits
Normally the preserve of large institutional investors, company pension schemes and insurance companies, funds in this area are occasionally open to private investors.
06/08/2018
Invesco fees row is a tragedy for shareholder democracy
Retail investors are the biggest shareholders, but their voice is unlikely to be heard
06/07/2018
UBS Veteran Not Going Anywhere
Raphael has risen like a phoenix from the corporate ashes. How?