07/20/2017
Why private debt is trending in wealth
Among alternative investments, private debt is very popular, with family offices now committing some 11 per cent of their funds to this asset class.
Wealth and Asset Management
07/19/2017
Credit Suisse Hiring Private Bankers for Saudi Arabia Expansion
We consider the onshore private banking presence as a natural progression to further build our local footprint.
07/19/2017
Issues resurface with DFMs using in-house products
There isn’t an effective way to benchmark these portfolios and assess them.
07/19/2017
Alex Fung: Our Secret? We're Lean and Mean
The Swiss bank's approach is to book all assets in Zurich.
07/19/2017
Credit Suisse to Reach Swiss Target
We have been able to increase pretax profit for five successive quarters.
07/19/2017
Ping An's Singapore Fling. Yes, Xi Knows
The timing of Ping An's announcement is a little curious.
07/19/2017
LSE students announced as winners of the St. James's Place Prize in Accounting
The prize was awarded for students who achieved the highest marks in a 6,000-word essay, which accounts for 50% of the mark for one of the compulsory courses on the MSc programme.
07/19/2017
Why UPB's Villamin Thinks Japan Is a Great Opportunity
Japan's corporate cash reserves and the BOJ's ETF purchases.
07/19/2017
Exodus from Notenstein Continues
The private bank lost a client team in St. Gallen to wealth manager Altor.
07/19/2017
Hargreaves buys £90m client bank from BlackRock
4,300 clients will transfer over to the Hargreaves platform
07/18/2017
Adapting to the shake-up in Asian wealth management
It is in this type of environment where a pragmatic but modestly optimistic view goes a long way.
07/18/2017
$1 Billion Broker Targets $2 Billion at Independent Firm
He had been with Merrill Lynch the past six years; the firm confirmed his departure but declined to comment
07/18/2017
Private bank returns to first-half profit
Net assets were down compared with the first half of 2016, falling from £282m to £234m as of June 30.
07/18/2017
Walker Crips' underlying profits near double to £1.1m
Across its brokerage, advisory and discretionary channels the business noted that it had reached its target of £5 billion in total assets under influence a year ahead of expectation.
07/18/2017
Rothschild: Asian Clients Want Private Equity
Asian clients are also interested in the option of investing in private equity, which our merchant bank can facilitate.
07/18/2017
How Some Wealth Managers Are Fast-Tracking To Substantial Personal Fortunes
For wealth managers, the considerable business opportunities can easily translate into substantial personal fortunes.
07/18/2017
Fee-Based Advice Fuels Bank of America’s Wealth Business
Asset management fees more than offset lower transactional revenue.
07/17/2017
The growth of Asian wealth shows no signs of abating
This trajectory of wealth creation has cemented the region as the location to be for private banks and wealth managers, offering a plethora of opportunities from both service orientated and product focused angles.
07/17/2017
Pictet looks to win institutions to themed investment
Swiss asset management firm seeks to push long-term gains
07/17/2017
Zurich-based asset manager's AUM passes $10b
Strong growth in assets under management proves new management structure to be effective