08/06/2018
Hong Kong-backed wealth manager eyes expansion
LJ Partnership will also rebrand to Alvarium Investments in 2019.
Wealth and Asset Management
08/06/2018
Merrill Lynch wealth managers ditch Thomson Reuters for Factset
This expanded relationship with one of the largest wealth managers in the world highlights the continued growth of FactSet's Wealth Management business and reaffirms FactSet's strategy of delivering enterprise solutions across the entire wealth
08/03/2018
Coutts' profit soars 85%
Our growth in wealth management is a sure indication that our clients continue to see us as a reliable and dependable investment house – delivering the advice they need.
08/03/2018
Julius Baer joins Scottish Financial Enterprise
The move comes as the firm seeks to establish its new regional headquarters at One Lochrin Square in Edinburgh
08/03/2018
Asset and wealth management units buoy Q2 results for Natixis
The return on equity is increasing in all the business lines.
08/03/2018
Canaccord Genuity WM assets rise 8.5% to £26.9bn
Cash and cash equivalents balance of $739.3 million, a decrease of $123.5 million from $862.8 million
08/02/2018
Credit Suisse beats expectations
Looking to 2019 and beyond, we will continue to deliver improved profitability, higher returns and growing shareholder value.
08/02/2018
After spending 5 years studying millionaires, I've found that there are 3 types of people who end up the wealthiest
Approximately 27% of the rich people in my study were "virtuosos."
08/02/2018
Bordier & Cie acquires majority stake in Helvetia Advisors
Bordier & Cie, set up in 1844, has been operating in Montevideo since 2007. The bank also has offices in Singapore, London, Paris, Geneva and Zurich.
08/02/2018
Norway Makes First Deposit to Huge Wealth Fund Since 2016
The economy and Norway’s biggest industry are now on the mend after crude recovered to above $70 a barrel from below $30 at the depth of the crisis.
08/02/2018
Enhanced customer onboarding must be a wealth management priority
By combining a user-friendly, customisable and personalised front-end with a robust back-end, firms usually accomplish better customer fulfilment.
08/02/2018
Man Group reports record inflows in positive sign for hedge funds
Company attracts $8.3bn of new money but assets under management rise only $4.6bn
08/02/2018
DBS Posts 20% Gain in 2nd-Quarter Profit
Lower trading income clouded gains from lending and wealth
08/02/2018
5 Things We Know About Family Office Progression
Ethics is one of the key themes at this year’s conference, and we know that social and environmental impact is a key concern for families.
08/02/2018
Boutique private banks in London: What’s on offer
This includes, a number of rate-rigging investigations, mis-sellling of certain insurance products, and high fees charged by larger traditional private banks.
08/02/2018
Liechtenstein bank to expand wealth management operations in Asia
The country’s banks — which include LGT Bank AG and Liechtensteinische Landesbank AG — were required to stop doing business with foreign clients who were unwilling to come clean on their tax affairs.
08/02/2018
Hong Kong Asset, Wealth Management Surpasses $3 Trillion
Strong global economy helps spur industry growth in 2017.
08/02/2018
Macquarie Private Wealth raises bar for new clients
Commissions in private wealth are generally a revenue split meaning for services like equities trades, advisers earn a large percentage of the revenue they bring in.
08/02/2018
Lloyds Banking Group profits jump despite £550m PPI hit
UK bank’s earnings buoyed by higher lending margins and cost-cutting
08/02/2018
GAM freezes dealing in bond funds after manager suspension
GAM is committed to ensuring equal treatment of all investors and protection of their interests.