03/23/2016
200m mandate awarded to Lombard Odier by Multi-Family Office
The mandate, for an established international family, is valued at €200m and includes institutional asset managemenThe mandate, for an established international family, is valued at €200m and includes institutional asset management
03/23/2016
Novia Global launched in October 2015 providing a transparent wealth management service facilitating access to a diverse universe of assets and currencies.
03/23/2016
This year marks yet another milestone in the life of the publication which is the number 1 monthly read magazine amongst Africa's Affluent according to the Ipsos EMS Survey.
03/23/2016
A public offering is likely should the business, which includes fund arm Old Mutual Global Investors, discretionary manager Quilter Cheviot and adviser network Intrinsic, not attract an individual buyer.
03/23/2016
Headlines
03/23/2016
Swiss bank is trimming investment banking further and increasing cost cuts
03/23/2016
The two largest Swiss banks UBS and Credit Suisse, are partnering with Swisscom, Swiss Life and Ernst & Young to launch a fintech accelerator with an international target audience.
03/23/2016
Although concern over China's financial system remains a powerful market narrative, there are many reasons Chinese companies and individuals might choose to cash out.
03/23/2016
Swiss private bank Julius Baer has taken a "commercial approach" to negative interest rates, Chief Executive Boris Collardi told a Swiss newspaper, splitting costs between the bank, its customers and the employees who advise them.
03/23/2016
Some advisers are even job hunting, worried that the rule's impending introduction could slash their compensation.
03/23/2016
The award recognizes an individual working in the private client world.
03/23/2016
They make deals worth millions, spend thousands on designer labels, party hard and never miss a daily blow-dry. Meet the new breed of alpha females taking over the City
03/23/2016
It sought a deal that would have been paid by at least 50% in cash and the remainder in new shares in AFH or convertible loan notes in AFH.
03/23/2016
The decision to break up the company was announced by new group chief executive, Bruce Hemphill, two weeks ago, because the constituent parts did not make sense as a single group.
03/23/2016
Although the ultra-high-net-worth demographic is primarily men, women are an increasingly important subset of the group, according to a new report by WealthInsight.
03/22/2016
RBC Global Asset Management Inc. reserves the right to cap the Fund or otherwise restrict investment at a later date.
03/22/2016
Big wealth managers face pressure to put more weight on staff behaviour when setting their pay, after the corporate watchdog found many are not properly managing conflicts between their financial interests and those of customers. An Australian Securities
03/22/2016
A consultation period on the closure of the Geneva office, which has 18 employees, is expected to be completed towards the end of the third quarter.
03/22/2016
He worked for London-based investment bankers Smith & Williamson.
03/22/2016
Lombard Odier, the Geneva-based private bank, has dropped Lombard from its name – at least in strictly legal terms, research by finews.ch showed. But has the Lombard family as such given up on the bank?