09/13/2016
The acquisition will add a third fund to European Wealth's in-house range and broaden the equity investment styles it has available, ahead of the launch of an institutional equity service planned later this year.
09/13/2016
Vontobel Opens Digital Platform to All Private-Banking Clients
With the opening of the platform to other users, new functionalities have also been added.
09/13/2016
Former UBS Managers launch new wealth management firm
The services offered by the two range from the analysis of customer assets through the support of philanthropic projects and targeted fundraising for investment projects.
09/13/2016
Investec will be known as a sponsor for its association with sport - English Test Cricket, the Derby, and Women’s hockey
09/13/2016
The creation of $70 billion retail super fund MLC Super is the culmination of a new strategy at NAB to reorganise itself around the customer.
09/13/2016
The purpose of the double taxation agreement is to ensure a broad information exchange without encouraging "fishing expeditions"
09/13/2016
Terms of the transaction were not disclosed. Closing is expected in the first quarter of 2017.
09/13/2016
As a result, Lim says the industry needs to offer more of a holistic, total wealth advisory approach over the longer term.
09/13/2016
Biggest need for risk and compliance solutions in Asia remains education
09/13/2016
Departure is latest example of finance veterans leaving traditional brokers for independent investment-advisory firms
09/12/2016
As more and more guests arrived, it became clear that Pennies is definitely gaining a new and powerful momentum. For any new potential converts to Pennies, this fintech charity has in recent years digitized the traditional charity box in order to fit in w
09/12/2016
Ability of fund houses to police pay in other sectors in doubt if pay in own industry is high
09/12/2016
Private banks ramp up tactics to attract China’s newly rich
Global banks vie for region’s rapidly growing private wealth
09/12/2016
The fund aims to deliver growth and income with downside protection
09/12/2016
The share prices of the same fund companies, on average, fell 10 per cent last year.
09/12/2016
Major bank’s private banking arm to downgrade some lawyer clients
With the bar raised much higher, legal professionals lower down the food chain—such as lower level associates—would be effectively snubbed.
09/12/2016
Barings reborn in $275 billion merger
The merger sees Barings become one of the world’s biggest asset managers with more than $275 billion in assets under management.
09/12/2016
The company, which is currently in the process of obtaining a licence to grow medical marijuana
09/12/2016
Cryan, 55, is seeking to restore investor confidence as mounting legal costs and restructuring charges undermine earnings and capital.
09/12/2016
Swiss private banks with midmarket focus face challenging market
The private banking industry in Switzerland remains world leading, however, middle-market players seeing declines across all major indicators