12/07/2015
Wealth management firms face an ongoing challenge in terms of risk and security but technology remains a key opportunity for competitive advantage re client experience and operational benefits.
12/07/2015
Olayan owns 4.95 percent of Credit Suisse, the second-biggest Swiss bank.
12/07/2015
Swiss private bank ponders hit list of Chinese tech company targets
The chief executive told the Financial Times he had drawn up a list of targets among Chinese financial technology companies.
12/07/2015
The Charity Symposium, aimed at charity trustees and their advisers, takes ‘Legacy: securing the future’ as its central theme.
12/07/2015
Previously, he was an independent trader after several years of running his own programming consultancy company.
12/07/2015
The Swiss based Sturdza Private Banking Group's asset management arm, E.I. Sturdza Strategic Management Limited is celebrating its 10th anniversary in Guernsey.
12/07/2015
“Of course we will continue to play an active role on industry issues and will review our position regarding membership of the various professional bodies as appropriate.”
12/07/2015
SEC prepares new Credit Suisse charges
The case is unusual for the watchdog, so it is not clear what kind of penalties Credit Suisse might face.
12/07/2015
"Following the sale of our international business we are now focused on streamlining our processes and propositions to improve efficiency and ensure our business better meets the needs of our clients," RBS said in an e-mailed statement on Monday
12/07/2015
Scotiabank says it made the move because it finds clients are demanding more comprehensive advice.
12/06/2015
The specialized boutique model is simply a more effective enabler of advisors to provide superior client focus, advice and investment solutions.
12/06/2015
Through the combination of the depth of Barclays’ franchise and the breadth of Stifel’s product offerings, we are creating a premier wealth management platform.
12/05/2015
There may be 150,000 golf-club members in South Africa, the company said, while South African players Branden Grace and Louis Oosthuizen are both ranked in the world’s top 20.
12/04/2015
Will Robos Transform The Wealth Management Industry?
Robos provide basic liability assessment, portfolio analytics, asset allocation/rebalancing and tax loss harvesting the systematic sale and replacement of money-losing securities to offset taxes on capital gains for 25-30 basis points in fees
12/04/2015
Pictet Says Less Is More in Asian Private Banking
It may be smaller than its big Swiss rivals but a focus on wealth management is winning over clients.
12/04/2015
RFU secures partnership with Old Mutual Wealth
The deal sees the UK wealth management business replace insurance company QBE as the title sponsor of the annual autumn internationals series of matches, which will be renamed the Old Mutual Wealth Series from 2016.
12/04/2015
First Republic Bank Announces Contract Extension
The Board approved an extension of Herbert's contract as full-time Chairman and CEO through Dec. 31, 2017.
12/04/2015
David Silfen, Goldman’s Former Equities Co-Head, Dies at 69
In his new role, Silfen was instrumental in building the firm’s equities derivatives business
12/04/2015
Merrill Lynch 2016 Comp Changes Focus on Smaller Advisors
Those who do not could see their upfront cash pay drop over 8 percent, depending on which new production range they fall under.
12/04/2015
Morgan Stanley to Recruit Credit Suisse''s Latin America Brokers -- 2nd Update
The transition is expected to be completed in the first half of next year.