04/19/2016
The Board and the executive team are focused on growing profitability, management fees and performance fees whilst increasing assets under management, both organically and through acquisition.’
04/19/2016
Wealth managers grapple with how to establish profitable relationships with Asia’s multimillionaires
04/19/2016
It seems to be the case that a broader product offering, incorporating insurance solutions, with more relevant, portfolio-focused advice to back it, is essential - if private banks want any chance of reasonable revenues this year.
04/19/2016
The Old Mutual Compass Portfolio range is the first launch from the Old Mutual Wealth multi asset unit formed last year, which combines the best in class capabilities from Old Mutual Global Investors (OMGI) and Quilter Cheviot.
04/18/2016
Out of 220 it looked at, about half were hired, spokesman says
04/18/2016
Smaller league managers are now coming to the picture trying to convince wealth managers to lure high networth clients to invest in franchise-based teams across sports.
04/18/2016
Close Brothers Asset Management has announced the Family Business Road Trip 2016, a tour of some of the UK’s most successful family businesses, in association with Family Business United.
04/18/2016
“We choose our partners carefully and are scrupulous in our due diligence; a discretionary asset manager must be able to deliver not only on investment performance but offer the highest standards of service and ethics, qualities which are central to
04/18/2016
Swiss group aims to double assets under management to $20bn
04/18/2016
The Securities and Exchange Surveillance Commission on Friday recommended that the Financial Services Agency penalise Credit Suisse's Japanese brokerage unit after finding that one of its analysts leaked non-public information on a company's ear
04/18/2016
The team at RiverPeak know that there is little market intelligence relating to industry “norm” fees and costs easily available to clients. The experience of the RiverPeak Wealth team in the private banking and investment management market mea
04/18/2016
Nab-owned wealth management firm JBWere has announced a research and distribution partnership with investment bank Moelis Australia.
04/18/2016
The fund will follow the same investment process as the €1.4 billion (£1.1 billion) Edmond de Rothschild Fund Europe Synergy strategy which already has 30% in the UK.
04/18/2016
Rise of Africa’s rich has been good business for banks but less good for development
04/18/2016
However, Weber argued that this isn't easy given the current climate of balance sheet reductions in the banking sector.
04/18/2016
The global corporate, trust, funds and accounting services company is led by Chief Executive Officer Farah Ballands, supported by Estera’s existing management team with over 150 years of combined industry experience.
04/15/2016
Credit Suisse Private Banking Asia Pacific and CA Indosuez Wealth Management say investors are favoring higher-quality issuers, while UBS AG Wealth Management warns of the prospect of exchange-rate losses on local-currency bonds.
04/15/2016
The joint author of the renowned research ‘Global Shell Games’ will be a keynote speaker at this year’s Jersey Finance Annual Private Wealth Conference, where he will also launch his latest research report.
04/15/2016
The decision was made after a rigorous selection and judging process, focussing solely on the merit in order to honour those companies that demonstrate the highest level of professionalism and ingenuity, as well as sustained and measurable success.
04/14/2016
The attraction of the Coutts deal was not Europe but Asia, says Union Bancaire Privee’s CEO Guy de Picciotto.