06/29/2017
RBC Global Asset Management invests $20 million to establish in-house Innovation Lab
RBC GAM has committed initial funding of $20 million over the next five years to establish the Innovation Lab and fund its initiatives.
Wealth and Asset Management
06/29/2017
Consolidator's assets near double on hectic year of buyouts
Assets under management rose 41% to £819 million, while headcount rose from 90 to 112 over the year.
06/29/2017
Nomura’s approach to wealth solutions in Asia
He believes such an approach creates an advantage amid a growing need to address issues around inter-generational wealth transfer, tax compliance and protection.
06/29/2017
swissQuant and Avaloq create innovative advisory solution
The technology enables banks to automate their offerings and integrate them fully in the core banking system
06/29/2017
Trading places
David brings to bear a wealth of experience across markets and segments which is ideal for a large commercial bank such as BNP Paribas.
06/29/2017
Private client assets pass £800bn for first time
Wealth management assets climb £49bn in a year
06/29/2017
Multrees releases new interfacing platform
Simple, automated and real-time integration with other B2B and B2C applications
06/29/2017
Regional IFA completes MBO after £8m private equity investment
The firm has previously set its sights on £1 billion of assets.
06/29/2017
20-something entrepreneurs twice as likely to aim to make a positive impact
What about personal wealth?
06/29/2017
Eyeing scale to target families in Greater China
His goal now, is to beef up his local team to take a tilt at the China market (and others) in tandem with QL.
06/28/2017
BNP expects to be among top five private banks in Asia in 3-5 years
"Our goal is to grow faster than the market," said Mr Lecomte, but added that the bank will focus on organic growth.
06/28/2017
Wealth Manager Expands Footprint
He also served in the delegation that won the 2012 London Olympics.
06/28/2017
Standard Bank takes top spot for wealth services
Standard Bank beat Sanlam Private Wealth and Nedbank Private Wealth for the overall award.
06/28/2017
OCBC is divesting its non-core businesses, investing in wealth management
UE has attracted many suitors as its core businesses comprise property development, hospitality, engineering and distribution.
06/28/2017
Netwealth exceeds $14b FUM/A
The firm said the result reflected Netwealth’s focus on managed account and platform technology.
06/28/2017
Wealth and investment leads Aussie fintech
According to FinTech Australia chief executive Danielle Szetho, fintechs operating in the consumer-facing wealth and investment space have already made major penetrations into the Australian market.
06/28/2017
Singapore Dreams of Its Own J.P. Morgan
Double-digit returns on equity are becoming rare in developed Asian banking markets outside of Australia.
06/28/2017
Fintech Push at BNP Paribas Asia
The French bank also said it expects to be among the top five private banks in the APAC region within the next three to five years.
06/28/2017
Getting on the front foot to deliver performance
He says he sees more of a realistic perspective and understanding that it will be difficult to replicate the performance in the first part of the year.
06/28/2017
AZ Swiss & Partners to buy yet another Swiss wealth manager
The company has a total headcount of 19 professionals, of which more than two thirds are dedicated to provide investment management services.