10/12/2015
Deutsche Bank considers sale of life insurance unit
Deutsche Bank is waiting to hear how much capital the European Central Bank will require lenders to hold against risk from their insurance units
Wealth and Asset Management
10/12/2015
Guggenheim Investments Recognized for Best Fixed Income Initiatives at WealthManagement.com Industry Awards
Guggenheim’s Timely and Relevant Fixed Income Commentary and Research Cited for Supporting Financial Advisor Success and Helping Clients Navigate Investors Toward Their Financial Goals
10/12/2015
Bellpenny makes it 32 buys after double swoop
Bellpenny has boosted its funds under management by over £150 million with the acquisition of two independent financial adviser.
10/12/2015
One in three IFA owners to retire within 10 years
The wealth management M&A race is set to be ratcheted up a notch with more than a third of IFA owners planning to retire within 10 years.
10/11/2015
Advisers struggle to provide the full range of services ultrawealthy clients need
Multifamily offices try to win the loyalty of multigenerational families of clients by offering a full menu of services
10/11/2015
Standard Chartered to axe senior jobs
A source said the bank is expected to slash about 1,000 positions, with redundant employees to be notified by the end of next month.
10/11/2015
Swiss bank private bank extends Formula E sponsorship
The series, whose commercial partners include French carmaker Renault and tyre company Michelin, races in cities across the globe and completed its first season in June this year.
10/09/2015
Credit Suisse Drops on Report of Capital Raising Plan
The fresh funds will be used to absorb losses the bank will incur as it reorganizes, the FT said.
10/09/2015
M&A Deal of the Year: Vontobel
Swiss wealth adviser Vontobel – under the lead of chief executive Zeno Staub – has acted decisively to buy, and hire, investment talent.
10/09/2015
Think Of Them As Super Butlers
Since pursuing estate management classes at the Starkey International Institute for Household Management in Denver four years ago, Cushwa has worked for three families.
10/09/2015
China's Fosun on the prowl for European takeovers
Europe is not the only destination for Fosun, which has invested more than $5 billion in the United States and $500 million in Japan.
10/08/2015
Profile: Coutts International's new Swiss owners have big plans
Fricker was previously chief executive of Lloyds Bank International and joined UBP when the Swiss company acquired the division in 2013.
10/08/2015
Attracting top-tier women to wealth management
A long time ago it recognized that if it wanted to change the status quo from a boys club to an all-inclusive club it needed to make it more attractive for women to make the change.
10/08/2015
Wealth managers stand by WMA as turmoil surrounds IA
A number of disillusioned fund groups, including Schroders and M&G, appear to have lost patience and faith in their trade body.
10/08/2015
PSG Konsult buys majority stake in Mauritius wealth manager
South Africans want to internationalise their assets and it’s an easier place to internationalise. What clients want is to be familiar with where their assets are," Mr Gouws said.
10/08/2015
Reyl & Cie’s branch licensed by Dubai financial services authority
The team plans to target primarily the Middle East and East African markets as those are regions with large numbers of successful entrepreneurs looking for banking services for both their personal wealth and their businesses.
10/08/2015
Six Credit Suisse Financial Advisers Leave Ahead of Overhaul
Two groups of financial advisers managing about $4.5 billion in total recently left Credit Suisse AG
10/07/2015
Morgan Stanley: Finally, Wealth Management Matters Again
In addition the compensation ratio should decline towards the target of £ 55% by 2017 on our estimates.
10/07/2015
Elian Shortlisted In GCC Region Awards 2015
Elian has been shortlisted for the best Independent Trust or Fiduciary Company in WealthBriefing’s GCC Region Awards 2015
10/07/2015
Amundi chief Yves Perrier keen to create global asset management brand
The company, formed in 2010 out of a merger of the asset management businesses of Crédit Agricole and Société Générale