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Wealth and Asset Management

07/05/2018

China's HNA Chairman Wang dies in France after falling from a wall

He was in charge of HNA’s strategy and ran day-to-day operations, sources familiar with the matter have said, while his fellow chairman and co-founder Chen Feng was often the public face of the group.

07/05/2018

Italian WM strikes systematic deal with Swiss group

This latest agreement allows the Italian asset management firm to integrate RAM’s systematic approach.

07/05/2018

‘Private Banking In A Box’: Privé Technology’s platform providing a plug-and-play toolbox for wealth managers

This modular, easily integrated 'build versus buy' solution has made the digitisation process a much easier and more affordable option for companies ranging from the largest financial institutions to micro or SME enterprises.

07/05/2018

Credit Agricole rebrands private banking services

Azqore, which will serve as an independent subsidiary of Indosuez, offers integrated technology services, operational back office and project consultancy through its S2i platform.

07/05/2018

LLB completes acquisition of Austrian private bank

The two previous main shareholders of Semper Constantia in return received about 6% of LLB shares.

07/04/2018

Kotak Retains Top Slot in Bumper Year for India Wealth Firms

India is the fastest-growing wealth market globally, with the number of high net worth individuals rising 20 percent in 2017 from a year earlier, according to a recent survey by Capgemini SE.

07/04/2018

Pictet WM CIO's lesser-known ways of tapping themes

One new trend in the market is the connection between private and public equity markets, as investors can leverage the dynamic between the two.

07/04/2018

Head of major Chinese wealth management firm vanishes

Several prominent Chinese banks and private investors are demanding answers from a licensed Shanghai wealth management firm after its boss disappeared a week ago.

07/04/2018

Wealth manager plans further expansion after record year

Profits doubled and new business up 62%

07/04/2018

Two Swiss private banks merge

The effects of this merger will be retroactive to 1 July 2018

07/04/2018

Vontobel completes Notenstein La Roche acquisition

Vontobel successfully concludes the acquisition of Notenstein La Roche Privatbank AG

07/04/2018

Revenues up at acquisitive Leicester wealth management firm

The firm also said it is withdrawing from work around pension transfers, but that this would not affect its bottom line.

07/03/2018

Japanese Mega Bank to Beef Up Wealth Unit

The Japanese bank now owns just under a quarter of its Wall Street peer.

07/03/2018

HQ capital aims for China’s wealth market with joint venture

The new venture aims to exploit both companies networks to generate synergies between China and overseas markets, particularly with Germany in order to offer clients more investment opportunities.

07/03/2018

Macquarie to scrap commissions on sales of own wealth products

The inquiry has heard concerns that private wealth advisers are selling products without disclosing they are receiving commissions for the sales

07/03/2018

Why Swiss banks are still popular among Indians despite being under government scanner

Swiss account is a ticket to the rich man’s club that has its privileges

07/03/2018

Edinburgh-based private bank cuts deal to help it win upmarket mortgage business

The three-year-old bank already offers mortgages.

07/03/2018

European Wealth rebrands

The new logo itself is short, simple and memorable.

07/03/2018

NAB, ANZ and CBA announce separation of their wealth management arms

But what will these changes mean to how individuals

07/03/2018

Harwood Wealth Management assets grow sharply as revenue jumps 44%

Strong revenue growth for the period was supported by the contribution from the Network Direct acquisition to the network services division, which saw revenue double to £6.4m for the period, from £3m the same period a year ago.

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