07/12/2017
Tackling the Yorkshire Three Peaks Challenge
Coutts staff raised £81,000 in a fundraising trek for our new Charity of the Year.
Wealth and Asset Management
07/12/2017
Swiss Asset Manager Puts Vietnam on the Map
Vietnam is a difficult market for international business, because local private investors dominate the market.
07/11/2017
How Lombard Odier is making inroads in Asia
These trends suggest there will be an increasing flow of funds back onshore.
07/11/2017
Delivering on the business benefits of digitalisation
Among the key takeaways of the day was the need to always focus on customer.
07/11/2017
New buyer, Wealth Partners, targets smaller RIA firms
A new high-profile buyer is making a big splash in the already crowded RIA market. Backed by private investors and run by big names, Wealth Partners Capital Group is making a big bet on an unusual approach to the ultra-competitive M&A market - and in
07/11/2017
China Wealth Fund's Overseas Assets Return 6.22%
The return compared to a 2.96 percent decline in 2015 when commodity prices sank, Beijing-based China Investment Corp.
07/11/2017
DBS Private Bank Hires From Rival
He will work closely with investment counsellors in the wealth management group to drive a consistent and institutionalised approach to portfolio recommendation, construction and review.
07/11/2017
Weatherbys Bank is an early adopter of the .bank domain
Accordingly, we are pleased to be one of the very early adopters of the .bank suffix which is only available to licensed banks and we will be changing our domain name to weatherbys.bank.
07/11/2017
Old Mutual offers innovative shceme for UK expats
Old Mutual International will appoint a discretionary fund manager, Quilter Cheviot, to manage the investment portfolio linked to the bond.
07/11/2017
Rowan Dartington drops Signature name in rebrand
We know that every client is different and every investment decision is personal.
07/10/2017
Goldman Sachs is the worst-selling fund manager in 2017
Investors have pulled an estimated $26.7bn from GSAM’s mutual funds so far this year
07/10/2017
Driving passion through private banking
This comes from her 30 years of experience working with corporate clients and entrepreneurs across the region.
07/10/2017
How Credit Suisse is redefining client focus
We need to be disciplined, otherwise we will be under-investing in our most valued clients
07/10/2017
UBS and Credit Suisse cut back on domestic mortgages
Swiss banks’ market share falls amid concerns over loan risk and house prices
07/10/2017
Danske Bank’s UK wealth management business changes hands
The deal involves the transfer of the management of more than 1,100 Danske Bank customer investment portfolios, which are currently managed by the bank’s Belfast-based investment centre.
07/10/2017
Sanlam UK begins ‘herculean’ charity cycle challenge for CASCAID
The Sanlam team will be joined on the route by professional cycling outfit ONE Pro Cycling, headed up by chief executive and former English international cricketer Matt Prior, who himself will join the challenge for three legs of the journey.
07/10/2017
A $2.7 trillion money manager is backing an investment fund cofounded by Bono
According to UBS's white paper for Davos 2017 , private wealth could play a much bigger role in funding the SDGs, yet most initiatives ignore it.
07/10/2017
CIBC adds to U.S. wealth management business with acquisition
Further extends CIBC's wealth management business and North American platform
07/10/2017
Lombard Odier Wins 'Western Europe's Best Bank for Wealth Management'
They seek to celebrate banks that are truly world class in their management and in the services they deliver to clients
07/10/2017
Citibank wealth management unit sees client growth for 2017
The bank said its digital transactions were gaining traction amid a 20 per cent drop in teller and phone transactions