03/28/2016
Asset Picks From Top Wealth Management Firms
Why wealth managers are telling clients to avoid dramatic portfolio changes
Wealth and Asset Management
03/28/2016
Sentinel AM Signs the UN-Supported Principles for Responsible Investment
Sentinel Asset Management, Inc. announced that it has signed the UN-supported Principles for Responsible Investment, known as PRI. The PRI initiative is recognized as the leading global network for investors and financial industry participants who are com
03/28/2016
Raymond James’s Deutsche Deal Shines, But Threats Loom
But, with deal’s closing still months away, Raymond James now has to keep them from being poached by rivals.
03/28/2016
The Price is Right: Wealth M&A Surges
But while these three examples highlight that M&A is still a viable strategy for larger wealth firms, our Deal Tracker assessment indicates that consolidation has gained most momentum among smaller institutions.
03/28/2016
Private bank crowned "Best Foreign Private Bank in the Middle East, 2016"
We're honored to be recognised in this way. I'd like to thank each and every one of our employees for their unwavering commitment to serving the needs of our clients, who rely on us to bring them the very best ideas from around the world each an
03/28/2016
The asset management brontosaurus wakes up
The industry still has much work to do to fulfil its potential, says Sophia Grene
03/28/2016
UBS Wealth Management Americas and UBS Asset Management Launch Outsourced Chief Investment Officer Program
OCIO also moves many administrative burdens from the client to UBS through a disciplined process that keeps clients focused on results.
03/28/2016
Investing in robots to cut compliance costs
The emerging markets-focused British bank has set up a new lab called the eXellerator in Singapore in an attempt to bring theoretical ideas from Silicon Valley to life.
03/28/2016
Schroders dumps PwC as its auditor after 57 years
Investors have intensified their focus on auditor independence in the aftermath of the financial crisis. Questions were raised about why the big four accounting firms
03/28/2016
Asset Picks From Top Wealth Management Firms
Why wealth managers are telling clients to avoid dramatic portfolio changes.
03/28/2016
Old Mutual share price: Worldpay backers mull bid for group’s wealth business
The Sunday Times reported yesterday that some of America’s biggest buyout funds were preparing bids for Old Mutual’s £4.5 billion wealth management arm.
03/28/2016
Spin-off of UBS’s wealth management business, Crestone, suffers another delay
It’s the third time the Swiss bank has been forced to tweak the exit schedule.
03/24/2016
Schmoozing The Inner Circles Of The Super-Rich
Digital Forum, which launched the Family Office Association earlier this month, is one such group, offering investment professionals who work with family offices the opportunity to e-schmooze with peers
03/24/2016
It is going from bad to worse for Credit Suisse
That wealth manager, who can't be named under Swiss law, now faces up to 10 years in jail for fraud
03/24/2016
Citi's big bet on Asian cities
Thailand has a leadership role to play in the AEC, and is an important market for us in Asean, attracting significant investment and trade flows from our global clients.
03/24/2016
Raymond James CEO: Over 90% of Alex. Brown Reps Retained
The news concerns the firm's purchase of Deutsche Bank's wealth unit, which includes some 200 advisors
03/24/2016
Here’s why wealth management is all the rage for Singapore’s banks
Especially in a time of loan growth turmoil.
03/24/2016
Warmond acquires Julius Baer’s private wealth management biz
Warmond had launched the pioneering online will-writing called EzeeWill in collaboration with NSDL in late 2014, setting a new trend in the segment.
03/24/2016
Credit Suisse to invest over $1b in Asia-Pacific over next 3 years
This comes at a time when most other banks are downsizing their investment banks.
03/24/2016
Assetbox solution for Swiss wealth managers
Assetbox helps new managers become regulated by providing the most efficient path