11/21/2017
Ex-OMGI multi-asset managers back with boutique
Soft launch this week
Wealth and Asset Management
11/21/2017
Culture Is Raymond James’ Middle Name
It was a rare moment in which a powerful CEO was able to show that they understood exactly what type of challenges their clients face.
11/21/2017
Wealth manager buys Scottish financial advice firm
"We’re now looking forward to a new chapter in our growth following the acquisition and look forward to working with our clients across Scotland."
11/21/2017
Asset & Wealth Management Revolution
Embracing exponential change
11/20/2017
Assets Surge at Julius Baer
Momentum was particularly strong in emerging markets and the Asia Pacific region.
11/20/2017
UBS Asset Management Launches Onshore Equity Fund in China
The fund will invest primarily in the A-share market and is available to both qualified institutional investors and high-net-worth individuals based in China.
11/20/2017
Morgan Stanley nixes protocol pact, blocking brokers’ exits
The feeling is the same for many advisers at the other major wealth management houses, The Post has learned.
11/20/2017
Globaleye Poaches UAE Wealth Management Director From DeVere
A Former DeVere Group Area Manager Has Been Named Director Of Wealth Management Services For Globaleye In The UAE
11/20/2017
In response to HSBC and UBS announcing moving fewer jobs than expected, the CEO of Pilatus Bank predicts that the UK will remain a dominant financial hub regardless of Brexit
Brexit has prompted a lot of uncertainty, especially in the financial services industry.
11/20/2017
Sanlam launches onshore bond with 7IM
The minimum investment is £5,000 while charges start at 0.25 per cent for the first £100,000
11/19/2017
What does tomorrow’s wealth management look like?
People’s schedules have become busier
11/19/2017
Luxembourg-based private bank denies any plot against Qatar
The article is based on documents that belonged to the United Arab Emirates (UAE) ambassador to Washington, Youssef Al-Otaiba.
11/17/2017
Global Alliance Partners Welcomes another Partner in Europe
SEAL Consulting is anchored on its founder’s 20-year experience in company management and international finance, as well as tax consulting for private and institutional clients in different Swiss banks.
11/17/2017
Julius Baer launches fourth edition of Wealth Report
The lifestyle index is showing a positive and consistently appreciating trend across Asia.
11/16/2017
Close Brothers Asset Management boosts assets
As expected, the Asset and Motor Finance loan books remained broadly flat, as we maintain our underwriting and pricing discipline.
11/16/2017
Swiss bank EFG sees net inflows for first time since end-2015
Some outflows were expected to continue into the first quarter of 2018
11/16/2017
Investec profit climbs, helped by wealth unit
Net interest income up 16% to 364.4 million pounds.
11/16/2017
Singapore's wealth per adult is the ninth highest globally
Wealth distribution in Singapore is only moderately unequal.
11/16/2017
Stanbic launches one-stop unit targeting wealth-hungry clients
Wealth becomes Stanbic’s third dedicated unit after Personal and Business Banking and Corporate and Investment Banking arms.
11/16/2017
Acquisitions Bring Aim Listed Planning Firm’s Profits Ahead Of Expectations
Harwood Wealth Management Group Is On Track To Beat Analyst Forecasts Of Profitability This Year