02/28/2018
U.S. Bank Wealth Management targets the well-to-do
The bank currently has relationships with more than 18 million affluent households, according to data he presented at the forum.
Wealth and Asset Management
02/28/2018
2017 was a good year; what's next?
Private banks enjoyed a record year in 2017 with many posting double-digit growth in AUMs, income and profit
02/28/2018
Cashiered? - St. James’s Place
The Bank of England, which has been issuing notes since the late 17th century, has sought to keep them modern, introducing plastic versions and slowly offering a greater diversity of notables on their surface, most recently Jane Austen.
02/28/2018
Valartis Group expects a significantly lower annual loss
The course of business in fiscal year 2017 was generally pleasing, and the restructuring measures in the Group had a positive effect.
02/28/2018
St James's Place profits climb 32% on demand for pensions advice
We are now represented by 3,661 qualified advisers across our Partnership businesses
02/28/2018
Bank of the West Wealth Management wins Best Private Bank for Innovation Award
The Wealth Management Group was named Best Private Bank for Innovation and Family Wealth Advisors was named Best Consulting Firm for Family Offices.
02/28/2018
Boris Collardi: Like a Dwarf on a Giant's Shoulders
There is no parallel in Asia to the Swiss banquier privé distinction.
02/28/2018
Chinese conglomerate buys $52m stake in Brazil wealth manager
Chinese insurance and investment group Fosun has added wealth management to its operations after announcing it is to acquire a Brazilian wealth manager for $52m (£37.3m, €42.3m).
02/28/2018
Goldman Sachs Is Totally Slumming It
And Goldman’s digital wealth-management platform is set to roll out this year. Sources tell the Journal that Goldman will likely supplement the robo advice with human brokers.
02/28/2018
Lazard Global Listed Infrastructure Fund Wins Two Lipper Awards
The Thomson Reuters Lipper Fund Awards honor funds and fund management firms that have excelled in providing consistently strong risk-adjusted performance relative to their peers.
02/28/2018
Wealth manager expects rising demand from next ultra-rich generation
For years the FTSE 100 firm has cashed in on the rising demand for retirement advice due to an increasingly complicated pensions landscape, and on Wednesday reported a pre-tax profit rise of 32pc for 2017.
02/28/2018
J. Safra Sarasin annual net profit jumps 25%
Group net profit jumped by 25.1% to CHF 315.3 million for 2017 from CHF 252.1 million in 2016.
02/27/2018
How private Swiss bank Lombard Odier has survived six generations
Senior managing partner shares the good practices of one of the largest Swiss banks.
02/27/2018
Ultra Wealthy Are Being Lured to Italy by Low Tax Rates
Finance Ministry’s Pagani says 150 people show interest
02/27/2018
UBS upgrades France growth forecasts
GDP expected to increase 2.2% this year
02/27/2018
Work to do at Standard Chartered
Standard Chartered has also sharpened its focus on clients with more than $5 million in assets.
02/27/2018
Top 25 Finish For Nedbank Private Wealth And Nedgroup Trust
This is particularly pleasing to see during the protracted period of strong business growth that we have been experiencing.
02/27/2018
Atlas Wealth establishes Abu Dhabi outpost for Gulf-based Aussies
Atlas Wealth was founded in 2011, and looks after expatriate Australians in more than 20 countries around the world, mainly from its base in Southport, on Australia’s so-called Gold Coast.
02/27/2018
AFH buys Hertfordshire IFA in fourth deal of 2018
In the first two months of 2018 alone, this is the fourth acquisition AFH has made
02/27/2018
Fairstone acquisition of Cheshire IFA 'first of 10' in 2018
Hammond McNulty deal adds £50m FUM