10/21/2016
Chicago & Hinsdale Wealth Management Firms Merge into Private Vista, LLC
One of First Wealth Managers to Reshape the Entire Client Experience
Wealth and Asset Management
10/21/2016
Credit Suisse ‘Pruning’ Europe Investment Bank in Brexit Revamp
Smaller, U.K.-focused companies will be served by a newly formed advisory and corporate broking group in the country.
10/21/2016
SEI Reports Third-Quarter 2016 Financial Results
Our current investments are aimed at preparing for large client implementations and creating a sustainable competitive advantage for all of our services.
10/21/2016
Lombard Odier opens private bank office in Milan
The Swiss-based Lombard Odier Group announces today that it is opening an office in Milan for private clients. It will provide the opportunity to be closer to clients in Italy and to drive future growth in this important market.
10/21/2016
Management buyout announced at Coutts & Co Trustees (Jersey)
The current senior management team of Coutts & Co Trustees has entered into a binding sale and purchase agreement to complete a management buyout of the company
10/21/2016
Swiss eye asset management opportunity in Brexit
Switzerland can build on its strong position in the area of cross-border asset management
10/20/2016
Private bankers reassuring clients about Clinton v. Trump
Clients are worried about the election but more focused on the long term issues that affect portfolios
10/20/2016
Banking Brokers Boost Morgan Stanley’s Wealth Unit
Morgan Stanley has been trying to motivate its brokers to help build up its bank, including offering bonuses
10/20/2016
Echelon Wealth partners with boutique investment firm
A boutique investment management firm, SIC caters to ultra-high-net-worth family offices and trusts with minimum mandates of $3 million.
10/20/2016
Morgan Stanley may not follow Merrill Lynch's lead to ban IRA commissions
The firm will announce details of its strategy to comply with the DOL fiduciary rule in next two weeks
10/20/2016
Jersey Finance Unveils Research Demonstrating Island’s Value to Europe
The reports also reinforce how Jersey’s benefit to the UK and the rest of the EU far outweighs any potential costs in terms of foregone tax revenues to the continent.
10/20/2016
Wealth managers ask if women need to change the way they manage their money
Gender pay gap widens significantly after women have their first child
10/20/2016
Tech billionaires dominate the 2016 Forbes rich list
Four of the top five names of Forbes annual analysis of America’s most wealthy people is from tech industry
10/20/2016
Close Tactical Select Passive fund range celebrates fifth anniversary
The five year cumulative return for the TSP Conservative fund has been 44.0%, the TSP Balanced 55.8%, and the TSP Growth 58.0%.
10/20/2016
Rathbones plans to raise £38m as bond yields impact DB schemes
Looking to raise £38m
10/20/2016
GAM Sees Significant Profitability Drop This Year on Volatility
Frequent bouts of volatility amid sideways markets have led to risk aversion among clients.
10/20/2016
Small is still key for City Asset Management
Four years on from being Wealth Manager cover star, Coghill also discusses the impact of increasing regulation on her family-run business.
10/20/2016
New world order: Have Hargreaves and SJP had their day in the sun?
Perhaps controversially, analysts also point to advice-led models being better positioned for the financial services market of the future.
10/19/2016
Credit Suisse sets up wealth mgmt firm in Channel Islands
The new firm will also be able to offer a range of global custody and transaction services as part of a traditional liquid.
10/19/2016
HSBC PB signs client referral deal with Indosuez WM
The referral process will begin immediately.