03/23/2018
Four things to remember when selling your business - Coutts
We found that, although much can be done to maximise the chances of a successful business exit, few entrepreneurs took the time to understand what precisely they need to do.
Wealth and Asset Management
03/22/2018
NZ trade partners’ economies brought into view at Summit
The strengths and vulnerabilities of New Zealand’s main trading partners’ economies have been a key focus at a major investment conference in Auckland today.
03/22/2018
Top 30 Under 30: the 2018 class of new wealth talent
Once again Wealth Manager has selected the rising stars of the UK private client investment management industry.
03/22/2018
7 reasons keeping wealth managers up at night by SS&C
Capturing market opportunity, managing exposures, and achieving business objectives for growth require a nimble operational infrastructure that can easily adapt to the ever-evolving investment market. Read on for the top concerns worrying money managers a
03/22/2018
Raymond James Financial Reports February 2018 Operating Data
Financial assets under management of $131.9 billion increased 56% over February 2017
03/22/2018
Financial advisers unsure on robo-advice role in their practices
Advice businesses are cautious about new technology
03/22/2018
Standard Chartered to Go It Alone
The Swiss bank repeatedly was mentioned as a potential buyer of the rival bank.
03/22/2018
Private banking trust first then digitalisation
Although he did admit that digitalisation will present new challenges to private bankers, demanding that they, “… create new business models and adopt new behaviour.”
03/22/2018
Lombard Odier: Client Asset Surge in 2017
Lombard Odier’s total client assets reached 274 billion francs
03/22/2018
Julius Baer suspends employee amid probe of arms deals
The Handelszeitung paper said a Julius Baer banker in Russia was also involved in the case.
03/22/2018
Pictet seeks to exploit volatility with unconstrained fixed income launch
Aimed at investors 'willing to accept' greater risk
03/22/2018
How One Investor Turned a Bet on the Swiss Central Bank Into Millions
Theo Siegert’s stake doubled in value last year to nearly $25.3 million
03/22/2018
UBS CEO Says to Expect 'More of the Same' Performance
He declined to give any further guidance about the Swiss bank's first-quarter business.
03/22/2018
The Ways and Means of Tax Planning With Life Insurance After Tax Reform
Possible answers to tricky questions from clients.
03/21/2018
Nordea Wants More Bankers for Wealth Unit
The wealth business employs about 3,600 people, 500 of whom are based outside the Nordic region.
03/21/2018
Sustainable IAM makes for innovative intermediary services in Asia
VP Bank is well-positioned as one of the largest dedicated IAM teams in Singapore, having grown significantly in 2017.
03/21/2018
Sasfin Wealth delivers a ‘particularly good’ six months
CEO Michael Sassoon reports that the group’s H1 balance sheet was ‘pretty good’, but a credit and tax issues impaired the result.
03/21/2018
LGT in Dubai: The same strategies and solutions as the owners
Brand View: Finding what makes LGT successful
03/21/2018
Swiss Global Group to open offices in Middle East and Asia
Geneva-headquartered Swiss Global Group has announced plans to open offices in the Middle East, Asia and further parts of Europe as part of an ambitious expansion strategy to build a 60-strong international financial adviser team by the end of 2018.
03/21/2018
CreditEase and Amundi Establish Strategic Cooperation Partnership
The two companies will deepen their cooperation further in global asset allocation, wealth management solutions, risk management and control, relationship development with local regulators and industry institutions.