04/06/2018
Envestnet | Tamarac Takes Top Honors at Family Wealth Report Awards
Award recognizes the caliber of the Tamarac portfolio management solution for second straight year
Wealth and Asset Management
04/06/2018
Julius Baer launches ‘next generation’ fund
The fund is registered for public distribution in Switzerland and is available in different European countries.
04/06/2018
OMGI increases US offshore and Latin American presence
The London-based asset management specialist said that it has entered into a new agreement with recently launched The AMCS Group, whose official brand will be announced soon.
04/06/2018
Vistra Continues Global Expansion with the Launch of a New Canada Office
This new office will complement our existing offices in North America and further strengthen the experience and expertise we can provide to our clients in this critical region.
04/05/2018
Guernsey aiming to be ‘green investment’ leader
Compliance with green criteria will be required and it will be open to all types of funds.
04/05/2018
Chinese Firm Wraps Up Liechtenstein Bank
A Chinese finance firm has wrapped up a deal to buy a private bank in Liechtenstein. It is the most recent of a spate of Chinese deals in Europe's finance hubs. What is the attraction?
04/05/2018
Big four banks are at the wealth crossroads
"You really need to understand your client, strong remuneration practices to make sure the advice is right and you need to stand behind the advice you give."
04/05/2018
Technology trouble - St. James’s Place
Tech stocks were the main exception as markets enjoyed a short-lived lull in trade and political tensions, while the UK entered its final year before Brexit.
04/05/2018
JPMorgan Chase Expects to Double Market Share of Affluent Clientele
CEO Jamie Dimon said the bank has only captured 1 to 4 percent of the market.
04/04/2018
Citi Joins Race for Thai Wealth
Financial details of the transaction were not disclosed.
04/04/2018
Firing Line: Dominic Grinstead
"We have 50,000 wealth management customers and these customers have got good outcomes."
04/04/2018
IFG won't sell off UK wealth division
IFG said yesterday that it had reviewed the non-binding indicative offers that had been made for Saunderson House and that they had been "in line with market expectations".
04/04/2018
LLB finalises takeover and moves into Swiss fund market
The bank will undergo reorganisation as part of the acquisition, said the statement.
04/04/2018
Geneva-based bank opens Zurich office
IG Bank also said it is collaborating with the Swiss Association of Market Technicians (SAMT) to offer a free technical analysis programme for investors and traders.
04/03/2018
How a Citizens’ Wealth Fund can tackle wealth inequality and deliver a universal minimum inheritance
These stark inequalities exist between individuals and families, between areas of the country, generations and genders, and between people from different ethnicities and class backgrounds.
04/03/2018
Saunderson House owner abandons sale
Number of offers
04/03/2018
Swiss bankers’ hopes for EU access dashed by Brexit
Technical talks on cross-border business have become ‘very political’
04/03/2018
Julius Baer to Open Berlin Branch
The company has currently branches operative in Duesseldorf, Frankfurt, Hamburg, Kiel, Mannheim, Munich, Stuttgart, Wuerzburg and, starting in the summer, in Hannover.
04/03/2018
Wealth manager invests in future workforce
Dundee-based Blackadders Wealth Management LLP has grown the value of assets under management by 35% in the last year.
04/02/2018
How Women’s Wealth is Changing Private Banking
Crucial tips for women’s wealth management from leading financial planners.