11/30/2016
Scotiabank profit beats expectations, opens door for acquisitions, buybacks
Annual earnings from Scotia’s international division topped $2 billion for the first time
Wealth and Asset Management
11/30/2016
Northern Trust to Manage Investment Program for American Film Institute
Northern Trust Wealth Management specializes in Goals Driven Wealth Management backed by innovative technology and a strong fiduciary heritage.
11/30/2016
The Swiss Private Bankers Should Be A Model For Bankers Everywhere
The most solid banks will be remakes of that timeless classic, the Swiss private banker.
11/30/2016
Huntington Recognized as Tops Among Banks for Wealth, Investment Services
The bank received the 2015 Greenwich Excellence Award for Client Likelihood to Recommend.
11/30/2016
Brewin Dolphin suffers 18% fall in profit
Discretionary fund manager Brewin Dolphin has suffered a hit to its profits, largely due to “residual” effects of the business restructuring
11/30/2016
MCB Capital Markets advises SANNE on the US$127.3 million acquisition of International Financial Services
Dean Godwin, Chief Executive Officer of Sanne Group plc, commented: “This acquisition enables SANNE to further realise its ambition of building a leading global business
11/30/2016
Guernsey Trust & Company Focus - November 2016
Here's a review of recent news and upcoming events from Guernsey's international finance centre.
11/30/2016
St James' Place doubles adviser numbers in Asia
St James’s Place has expanded its presence in Asia as it moves from servicing expats and looks to target the region's high net-worth individuals said Mike Gravestock, partnership director for Asia and international.
11/30/2016
Sheila Dean named in eprivateclient’s ‘50 Most Influential 2017’
Sheila is also currently shortlisted in two categories for the Citywealth Powerwomen Awards 2017.
11/30/2016
New Financial Services CRM Delivers a Complete Solution for Full Service Financial Advisors
The 2017 release uses hundreds of preconfigured industry specific fields, over 30 best practices business processes
11/29/2016
VP Bank: A Focused Platform to Attract Intermediaries in Asia
Despite the smaller size and less advanced stage of development of the independent asset managers market in Asia, in comparison with Europe, highlighted by the lower amount of Assets under Management these firms manage, there is good reason for optimism
11/29/2016
North America is going to get a new billionaire every 6 days
The number of millionaires in North America is also expected to jump by 33% over the next five years, rising to 19.7 million.
11/29/2016
Old Mutual Global Investors launches style premia fund
OMGI currently manages GBP7 billion in hedge fund strategies.
11/29/2016
Macquarie Group's New Zealand private wealth rebranded
The only thing is we've got a new name and a new brand that no one knows.
11/29/2016
Pershing launches gold bullion service
GOLDRs, which may be held within a brokerage account, represent an investor's ownership
11/29/2016
Managing a wealth management firm - part 1
The road to success is like running a steeplechase.
11/29/2016
Generational Wealth: Nature or Nuture? by Annie Catchpole, Associate at Scorpio Partnership
But wealth managers need to more actively delineate between generational differences that are brought about by cultural context versus those brought about by lifecycle.
11/29/2016
St. James’s Place – “Politics looms large"
Pity the forecasters: criticised and confounded
11/28/2016
Bank of Singapore Completes Barclays Wealth Acquisition
OCBC Bank, has completed the acquisition of the wealth and investment management business of Britain’s Barclays Wealth
11/28/2016
Aberdeen Asset Management sees profits dive to £352.7m
Our investment teams have remained dedicated to following our fundamental investment processes in pursuit of consistent long term performance and we have seen a recovery in equity performance.