02/26/2018
GWM seek to increase female adviser numbers
That said, the female advisers currently working at Guardian are amongst some of the most qualified and experienced in our industry.
Wealth and Asset Management
02/26/2018
GMO Announces Partnership with St. James’s Place; Responds to US Private Wealth Demand
Separately in the US, GMO shared that the firm is responding to demand from the private wealth market by making several of its US mutual funds available to financial intermediaries through platform arrangements.
02/26/2018
Former top PrivatBank executives to launch mobile bank in UK
Now the Ukrainians are going global.
02/23/2018
Coutts profits up 50 percent
It has been a particularly strong year and I want to continue this momentum in to 2018 as we strive to achieve our aim of becoming the best private bank in the UK.”
02/23/2018
LLB Buys Swiss Fund Company
The acquisition of LB(Swiss) Investment Ltd will provide the LLB Group with access to the attractive Swiss fund market.
02/23/2018
St. James’s Place Asia introduces HK discretionary managed account
Key benefits of a discretionary managed account include rigorous portfolio management for swift .
02/23/2018
CIBC's PrivateBank Takeover Helps It Avoid Being ‘Too Canadian’
“performing very well, and they in the longer term are going to be a very important part of our story,"
02/23/2018
CIBC Canadian wealth unit net income rises 14% in Q1
Overall, the banking group reported net income of C$1.33bn for the first quarter of fiscal 2018, down 5% from C$1.41bn in the corresponding year ago quarter.
02/23/2018
Zookeepers to Bentleys: the best private bank client perks
Exclusive and invite-only are the key words when it comes to private banks offering perks to their high net worth clients.
02/22/2018
Van Lanschot Kempen: strong results driven by successful strategy implementation
The takeover of the wealth management activities of UBS in the Netherlands was our third successful acquisition in as many years.
02/22/2018
Rathbone Brothers full year pretax profit up 17.6 percent
It covers the year ended 31 December 2017.
02/22/2018
Monaco resident is among the winners of the International Philanthropy Summit
This prize recognizes the diversity of talent, ideas and excellence across the world of philanthropy and drives public attention to social responsibility of wealthy individuals and luxury brands.
02/22/2018
Rathbones to expand financial planning presence
Howell said he was 'encouaraged' that the long term goal of reaching £40 billion in assets under management was in sight.
02/22/2018
Swiss Life RM launches advisory firm in Liechtenstein
To date Andersén is the only member of the team and is not currently planning to hire more people.
02/22/2018
Private banks in Asia see another year of strong growth
Discretionary portfolio management draws more investors
02/22/2018
UBS’s Naratil and Hull Apologize for Non-Solicit Document Snafu
However, the executives affirmed the broker-dealer’s decision to restrict advisors who leave from soliciting clients or UBS employees to their new firms for a year.
02/22/2018
Vontobel completes sale of Liechtenstein subsidiary to Kaiser Partner Privatbank
In addition, the cooperation with Kaiser Partner Privatbank in the area of securities settlement will generate additional revenues and economies of scale.
02/22/2018
CIBC raises dividend following better-than-expected first quarter
It's a welcome sign for the bank, which has a larger domestic exposure than its peers and mortgages — demand for which is expected to slow under new tighter rules — also represent a bigger chunk of its loan book, said Shannon Stemm,
02/22/2018
Quantum Materials Corp Announces Review of Strategic Opportunities, Engages Canaccord Genuity as Advisor
The company and its auditors are making, and will continue to make, every effort possible to complete the filings as quickly as possible.
02/21/2018
Bill Gates Says He Should Have to Pay 'Significantly Higher' Taxes
Gates, who previously pledged to give away at least half his money to philanthropic causes, made the comments in reference to the recent Republican tax overhaul.