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Wealth and Asset Management

04/26/2017

Sandaire and Delancey Launch Mount Kendal in Singapore and Hong Kong, Offering a Unique Real Estate Investment Advisory Service to Asian Investors

The service that we're going to offer is a bespoke response to the requirements of the family offices and investors that we work with.

04/26/2017

We'll be The Largest Private Bank in Asia

He expects to see growth of the Ultra High Net Worth clients in China to remain robust this year.

04/26/2017

Brooks Macdonald boosts discretionary funds under management

Over the quarter our net new business improved to over 3% while performance for clients was positive on both relative and absolute bases.

04/26/2017

Number of Relationship Managers Stalls at Credit Suisse

There was no great influence noticeable on the bottom line

04/26/2017

StanChart doubles first-quarter profits as bad debts fall

Performance boosts hopes for turnround of emerging markets bank

04/26/2017

Santander to grow financial advice arm

Its digital customer base continued to grow

04/26/2017

Innovation, Market Disruption and Combatting Financial Crime on Agenda at Annual Jersey Private Wealth Conference

Whilst political change, particularly Brexit, continues to be a key issue

04/26/2017

15 Poorest States With The Fewest Millionaires Per Capita

Liquid financial assets are cash and all other assets that can be easily turned into cash.

04/26/2017

Northern Trust and Carey Olsen Support GMT Communications Partners' Launch of Innovative Private Investment Fund

Working collaboratively with Northern Trust, Guernsey law firm Carey Olsen advised on the launch.

04/26/2017

Schroders faces shareholder rebellion over executive pay

Fund company has failed to win support of two proxy advisers ahead of today’s AGM

04/25/2017

UBS looks to sell the Quin hotel

The company rebranded and renovated the property, formerly known as the Buckingham Hotel.

04/25/2017

Providing competitive asset and wealth management with in-memory computing

The investment services provider landscape itself has significantly evolved.

04/25/2017

Inflows at St James’s Place jump almost 50%

Group assets under management reached £79.84bn – up almost 30 per cent compared to figures posted at March 31 2016.

04/25/2017

St. James’s Place – “When politics pushes sterling rapidly in one direction, so the FTSE 100 travels the opposite way”

Neil Woodford on why the snap election “removes much of the political risk that could otherwise have been present in the Brexit negotiations” and why he sees “a lengthy period of improving economic stability in the UK”.

04/25/2017

Credit Suisse Chairman Faces Calls to Resign Amid Big Losses and Bonuses

Its decision to pay 78 million francs in bonuses to top executives and raise board compensation.

04/25/2017

Speirs & Jeffrey cuts small wealth clients as regulation bites

A helpline is available for those who wish to discuss the various options available to them.

04/25/2017

Schroders' Parbrook to hand over $4bn Asian Opportunities fund as he relocates to London

Will continue to run Asian Total Return fund

04/25/2017

UBS targets rich kids of Instagram with inheritance guide

UBS estimates that 65% of European billionaires have a family office

04/25/2017

Canaccord Genuity Announces Stronger Than Expected Outlook

Two significant advisory transactions outside of Canada during the quarter contributed to an increase in advisory fee revenue.

04/25/2017

St. James's Place says first quarter net inflows 2 billion pounds

They were underpinned by strong retention of clients funds at 95 percent, it said in a statement.

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