03/07/2017
PAM AWARDS: Northland Wealth Management Named - Best Family Office in North America - Client Service
This year's award recognizes Northland Wealth's continuous efforts to build on its proven track record of superior client service and success.
03/07/2017
Envestnet continues to advance its products, services and platforms through technology innovation while meeting fiduciary standards.
03/07/2017
The two will be able to cut costs faster and offer existing clients a broader range of products.
03/07/2017
The Swiss bank is looking to pay less than what it cost to resolve the German case
03/07/2017
This decision has no impact and does not affect the Institutional and Wholesale Business in Germany, to which the J. Safra Sarasin Group remains fully committed.
03/07/2017
Magic circle duo and Scots firm take top roles on merger of fund managers
03/07/2017
Swiss private bank says Brexit has hit plans but sterling’s fall opens up opportunities
03/07/2017
While the FTSE 100 is up almost 20% over the past 12 months, fund managers have lagged embarrassingly.
03/07/2017
In a report conducted by UBS and PwC on billionaire wealth.
03/07/2017
The two asset managers confirmed plans for a merger worth £11 billion on Monday.
03/06/2017
Private Banking's Musical Chairs
The usual suspects of Brexit and the ubiquitous Donald Trump made many ultra high net worth clients lay dormant last year, earning little revenue or booking much in the way of new assets with their wealth manager.
03/06/2017
Swiss Banking Giant Can’t Be Sued in California
The bank withheld or destroyed internal records related to the accounts.
03/06/2017
The bank will also abandon its plans to sell Postbank, and will integrate Postbank into the rest of its retail banking business.
03/06/2017
Said Tsung Yan Soo, founder and managing partner of Ops Capital: “Lioncrest Global has strong access into Greater China’s UHNW space, as well as to single family offices in general – client groups which are looking for opportunities to d
03/06/2017
Deal expected to cut costs by £200m a year with planned merger set to push competitors to consider rival tie-ups
03/06/2017
Alignment in these two areas will be imperative in unlocking the revenue growth that they foresee.
03/06/2017
The division is up for sale through Goldman Sachs, with documents for the divestment process expected to be on the desks of prospective bidders within weeks.
03/05/2017
Aberdeen and Standard Life enter into merger discussions
"Further to the recent press speculation the boards of Standard Life and Aberdeen confirm that they are in discussions in relation to a possible all-share merger," they said.
03/05/2017
EFG Bank Monaco crowned Sailing Arabia – The Tour champions
The reigning champions dominated the podium throughout the tour, winning four of the five offshore stages and one in-port race series.
03/03/2017
Cross-town rival UBS does not give a breakdown of how it generates its net new money.