02/10/2016
Oddo Seeks Businesses With German Lenders After Doubling Assets
Our idea is not to compete with the Sparkassen and Volksbanken, but rather to work together on a complementary basis.
Wealth and Asset Management
02/10/2016
Credit Suisse boss says European banking panic is overdone
Tidjane Thiam said the Swiss bank’s balance sheet is stronger than ever
02/10/2016
UBS: Zeltner's zeal for private banking
Zeltner is smart and extremely likeable.
02/10/2016
WealthInitiative launches platform for real estate, art and passion investments
Real estate, art and passion investments such as classic cars, yachts or private jets represent a dynamic trillion dollar market.
02/10/2016
Leading fiduciary and fund administration firm makes another acquisition
Offering support services to companies moving abroad is a core business and of growing importance.
02/10/2016
RBC wins top awards for innovation in global private banking and wealth management survey
Survey results are based primarily on a peer ranking methodology.
02/10/2016
Private banking: Wealth managers struggle to define their identities
For many of the largest private banks 2015 was a year of restructuring and geographical retrenchment.
02/10/2016
What's Your Story? HNW Advisors May Need Better Marketing
The divide is caused by marketing that doesn’t tell the story behind the brand and by campaigns that fail to reach clients where they are, he said.
02/10/2016
UBS wealth arm considers launching robo-advice
Robo-advice, in which customers fill out an online questionnaire and then receive investment options based on an algorithm, has come to the fore within the UK wealth management sector.
02/09/2016
Cyprus Tops Citizenship by Investment Programs
Residency through real estate investment shows strong growth
02/09/2016
Wealth managers warn over-regulation of 'closet trackers' may not solve Europe-wide problem
The decision over whether a fund was a 'closet tracker' was decided by three main metrics: active share, tracking error and R2 ratio
02/09/2016
Financial Advisers Give Quilter Cheviot Gold Seal of Approval
“We are thrilled to receive this endorsement from Defaqto and to be recognised for our levels of service by the financial adviser community as a whole. We place great importance in understanding and meeting the varying needs of financial advisers an
02/08/2016
Senior private banker at BSI claims no unlawful conduct in 1MDB case
Yak had applied to the courts for the accounts to be unfrozen in order to pay his income tax, legal fees and other expenses.
02/08/2016
Credit Suisse CEO to waive part of bonus after loss -Sonntagszeitung
Switzerland's second-largest bank reported a worse-than-expected 2015 net loss of 2.94 billion Swiss francs $2.97 billion after booking a big impairment charge at its investment banking business.
02/08/2016
BNP’s wealth management division sees surge in net inflows
Good inflows into BNP Paribas’s Wealth Management division, driven by domestic and Asian markets, resulted in annual assets under management growth of 6.8% to €954bn in 2015.
02/08/2016
Emirates NBD reveals new Private Banking proposition
Emirates NBD Private Banking was recently named ‘Outstanding Private Bank – Middle East’ at the2015 Private Banker International Global Wealth Awards
02/08/2016
Octopus and Owen James host breakfast briefing for Heads of Wealth Planning
The breakfast included a talk on the theme of inter-generational wealth, led by James Brown, head of client services at ComPeer, a business management consultant firm.
02/08/2016
HSBC 'to stay in London' as board meets for final decision on HQ
Locations including Hong Kong, Singapore, the US, Frankfurt and even Canada have all been hinted at as possible alternatives, but because much regulation in the industry is global, it has proved hard to find compelling arguments in favour of leaving Londo
02/08/2016
Two Seas Trust Officially Joins Elian Brand
Sharing the Elian name and leveraging its global presence will help Elian Middle East to achieve its ambitious plans to grow its trust and corporate services offerings.
02/08/2016
Killik & Co unveils details of revamped HNW service
Killik has now revealed that each team will have a broker as a single point of contact for the firm and an overseeing markets expert responsible for allocation.