11/05/2015
UBS sets up US$100m outbound investment shop in Shanghai
UBS is following other fund managers including BlackRock Inc , Och-Ziff Capital Management Group LLC and Man Group PLC, all of which are using their access through the QDLP programme to tap high net-worth Chinese individuals and institutional investors fo
11/05/2015
Butterfield Named Best Private Bank In Bermuda
The Bank of N.T. Butterfield & Son Limited was recently named Best Private Bank in Bermuda 2015 by both US-based Global Finance and UK-based Financial Times’ publications Professional Wealth Management and The Banker.
11/05/2015
Why Deutsche Bank’s little jewel in India was spared the axe
Deutsche Bank’s unit has the lowest bad-loan ratio of the five largest foreign banks operating in India, the latest filings to the central bank show
11/05/2015
RBC Wealth Management outlines four main pressure points currently faced by HNW investors
Although a concern, investors should accept volatility as the new norm and look for opportunities for those businesses where fundamentals remain strong
11/05/2015
CBA embeds ESG into investment, wealth management
The new framework covers CBA-owned businesses Colonial First State Global Asset Management, Colonial First State, Wealth Management Advice and CommInsure.
11/05/2015
With the level of capital that the bank has, footprint to boot and the opportunities in scale, the bank is definitely a target now
11/05/2015
Also wins inaugural award for "Best Initiative of the Year in Relationship Management Technology"
11/04/2015
Advisers need to prepare for multi-trillion dollar wealth migration: SSGA
Advisers are being urged to prepare themselves to play a key role in facilitating the greatest intergenerational migration of wealth in history.
11/04/2015
There’s a new top robot in town
Fast-growing ‘robo-advisor’ tops $3B in assets
11/04/2015
Wealth management firms’ forays into faith-friendly investing has shown that not all followers of a given religion care about the same things By Carol J. Clouse
11/03/2015
The Class-A property is a nearly 218,000 square-foot combination of residential and retail that is 95.5% occupied.
11/03/2015
Mr. Covlin, 42, had been charged with second-degree murder in his wife’s death.
11/03/2015
Started its activities in 2010, is based in Geneva, employs 19 people and manages assets of CHF 1.3 billion. In the past years, the company’s profitable business has enjoyed healthy growth.
11/03/2015
As part of the Manulife Private Wealth offering in Hong Kong, a representative office of Manulife Bank of Canada is being launched at the same time.
11/03/2015
The bank was awarded Wealth Manager of the Year for its service excellence over the past 12 months.
11/03/2015
International M&A and Corporate Finance Advisory firm recognised in industry awards
The company, which was founded in 2000 and is wholly owned by it partners and management, has in recent months won a number of awards including “Independent M&A Advisers of the Year – Switzerland” in Finance Monthly’s 2015 Gl
11/03/2015
Credit Suisse Group AG Chief Executive Officer Tidjane Thiam said he “resisted calls to destroy the investment bank” as Switzerland’s second-largest lender seeks to focus on wealth management.
11/03/2015
They will receive dedicated support to manage its investment fund and the expertise of SGSS’ experienced international team located within the Luxembourg hub to accommodate its ongoing needs.
11/03/2015
The Personal Finance Society has awarded Simon Glazier of Aberdeen-based AAB Wealth chartered financial planner of the year, and Edinburgh-based Carbon Financial Partners chartered firm of the year.
11/03/2015
The former head of hedge fund giant Duquense Capital said he’s currently buying high beta stocks that are growing faster than the wider economy.