08/31/2016
Ansbacher Bahamas buys Edmond de Rothschild unit
While Pictet and Mirabaud, private-banking rivals in Geneva, had a rather more difficult start to the year, Edmond de Rothschild was flying high by contrast.
Wealth and Asset Management
08/31/2016
Family succession: moments of truth by Bernard Rennell, Regional Head of Global Private Banking, Asia-Pacific, HSBC
Passing control from one generation to the next is a critical moment for a family business. It can be a positive, but often businesses lose momentum. It can bring a family together, but all too often it drives a family apart.
08/30/2016
Valartis Group reports CHF 46.5m loss
The approvals mean that the two major conditions precedent on conclusion of the sale's transaction have now been fulfilled.
08/30/2016
Advisers seek income replacement as interest rates tumble
Historically, fixed-income yields have been a stalwart pillar of retirement savings.
08/30/2016
Custom House Global Fund Services opens Shanghai office
Harvest Wealth Management is the subsidiary of Harvest Fund Management. Both companies are regulated by China Securities Regulatory Commission.
08/30/2016
UK wealth management firm makes acquisition
Based in Wolverhampton with 107 advisers nationwide and assets under advice of around £1bn.
08/30/2016
Julius Baer Calibrates Team Structure
In a note to finews.asia the bank updated its latest internal moves.
08/30/2016
How Wealth Management Is Paying Off for Bank of America
Banks also laid out BAC’s strategy for the expansion of its wealth management business.
08/30/2016
PRAXISIFM acquires Swiss-based fiduciary and accounting company
PraxisIFM has been looking to develop the Middle East market and the group’s capabilities will be enhanced by this acquisition and Hakim joining our team.
08/30/2016
VP Bank to Embark on Hiring Spree
VP Bank achieved significant inflows of client money in Asia.
08/29/2016
Valley of the East - Singapore or HK?
Let's look at what's happening in each a little closely.
08/29/2016
Britain's oldest bank reins in London mortgages
Central London sales have been hit hard by a rise in stamp duty on the most costly properties.
08/29/2016
Qatar's Royal Family in exploratory talks with Centrum
The quantum of the stake or the amount of investment were not known.
08/29/2016
Personal success that transforms to a public gift By: Brendan Burke
What if I told you that the most commonly known mascot of the financial services industry, weighing three and a half tons and measuring 18 feet from nose to tail, the charging bull statue and face of Wall Street, was the result of the most elaborate and h
08/29/2016
LGT reports good half-year results despite difficult market environment
Strong net asset inflows of 7% and a rise in assets under management of 8% to CHF 143.4 billion
08/29/2016
Morning Coffee: Credit Suisse’s “hasty and vague effort” against departing bankers.
The investment bankers denied this in affidavits, but the judge granted key provisions of the injunction, ordering a litigation hold and sending the conflict to arbitration.
08/29/2016
Wall Street Redoubles Fight to Manage $100 Billion at Endowments
Almost 80 investment firms have sprung up to target foundations, family offices and colleges
08/26/2016
Private-Banking Rebates Must End
An industry group under its umbrella is reviewing disclosure requirements, the MAS said.
08/26/2016
Brodeski Ranked by Forbes as One of America’s Top Wealth Advisors
Savant Capital Management CEO recognized for outstanding quality, competence and core values.
08/26/2016
UBS Sees Europe Wealth Hub Shrinking Assets, Costs
The bank will continue to streamline its operations once the move is complete.