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.
Wealth and Asset Management
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
02/27/2018
Deutsche Bank Plans Saudi, Dubai Hires as Sovereigns Drive Deals
Lender sees good pipeline of bond sales, IPOs, privatizations
02/27/2018
St James’s Place co-founder dies
One of the founders of St James’s Place, Mike Wilson, has died at the age of 74 following a battle with cancer.
02/27/2018
RIT Capital cuts Rothschild’s bonus after ‘risk-averse’ year
Paid in RIT shares vesting over three years, the bonuses potentially multiply the £250,000 salary of Rothschild
02/27/2018
Bankorus caters to cryptocurrency millionaires with an AI-based investment platform
Today, Bankorus — the fintech company that created China’s first robo-advisor — has announced the launch of its cryptocurrency wealth management solution.
02/27/2018
Rothschild Will Soon Promote 7th-Generation Heir to Lead Bank
The exact timing and conditions of the succession aren’t yet finalized, the person said.