07/11/2016
Europe Turmoil Shows Why Deutsche Bank Must Chase Wealth Abroad
Shares of Deutsche Bank have erased almost half their value this year and touched a record low last week as investors lose faith that the company can lift returns.
Wealth and Asset Management
07/11/2016
JPMAM’s Emly returns after nine-month sick leave
These include JP Morgan Claverhouse and JP Morgan Income and Growth.
07/11/2016
StanC wants companies to give collateral for diamond loans
A process of negotiation is under way with a large number of clients.
07/11/2016
UBS chief says Swiss government is leaving banks exposed
This is unacceptable and opens the door for a new offensive against Swiss banks.
07/11/2016
Asset managers have worst year since financial crisis
BCG put the lack of growth down to slow net flows and the negative and turbulent performance of global financial markets.
07/11/2016
U.S. banks' wealth management profit engine seen stalling
But lately that jewel has been losing its luster.
07/11/2016
Lloyds eyes fresh job cuts as savings programme speeds up
The move would add to the 9,000 job losses and 200 branch closures already in the pipeline.
07/11/2016
Lendico And PostFinance Launch Joint Venture In Switzerland
The international online credit marketplace Lendico is continuing its expansion in Europe by founding Lendico Schweiz AG on 8 July 2016.
07/08/2016
Standard recognized best in wealth management
It is very rewarding to have been recognised for our ability to build deep and meaningful relationships with our clients.
07/08/2016
Media Mogul Says Indonesia Proving to Be Brexit Haven
The stocks we hold in Indonesia all went up.
07/08/2016
Singapore, Hong Kong, London and Zurich to Form Powerful Alliance
The professional body, seeing an opportunity in the current U.K. political turmoil, is proposing clubbing together with other top non-European Union financial centres to more closely align efforts to ensure access to EU markets.
07/08/2016
UBS Advises Super-Rich to Buy European Dividend Futures: Chart
The contracts are undervalued, even after paring some losses following a “very sharp sell off post-Brexit.”
07/08/2016
Wealth Adviser Daily Briefing: High-Net Worth Adviser’s Survival Guide To The Future
So Mr. Vonnegut has put together a guide showing how an investment professional can be successful five years from now in the wealthy client niche.
07/08/2016
Succession Buys Scottish IFA For £2.5m
The consolidator has bought Hamilton-based Caledonia Financial Planning for a total consideration of £2.5m.
07/07/2016
National IFA gets multi-million boost from Clydesdale Bank to fund acquisitions
The national advice firm acquired London-based PFP Group and Managed Wealth last year and now plans to continue growing.
07/07/2016
HighTower adds Beverly Hills-based RIA with $500M in assets
Acquisition is fourth in RIA channel since last year and eighth overall in 2016
07/07/2016
Wealth Taxes Make Swiss Cheese of Declared Wealth
Taxing wealth leads declared wealth to disappear, says a new study based on experience in Switzerland
07/07/2016
Schroders launches first long/short Pan Asian equity fund on GAIA platform
The fund will be managed by the investment team at Indus Capital, led by Sheldon Kasowitz, CFA, Managing Partner and co-founder of Indus Capital.
07/07/2016
COMEBACK: Goldman Sachs Tops SWFI Financial Advisory League Table for H1 2016
This is a sharp decline from the US$ 126.7 directly invested in the first half of 2015.
07/07/2016
Northern Trust expands mutual fund services for correspondent bank clients
By consolidating mutual fund processing, clients will have a single outlet for all asset reporting and settlement.