09/27/2016
More savers cashing in final salary pensions
An increasing number of final salary pension scheme members want to cash in their plans, according to Old Mutual Wealth
Wealth and Asset Management
09/27/2016
Largest UBS Shareholder Voices Rare Rebuke
Lim Siong Guan, President of the GIC, made clear how displeased he was over UBS repeated involvement in financial scandals
09/27/2016
The Best Ways For Wealth Managers To Get Their Message Out
Just about every wealth manager has some form of collateral materials.
09/27/2016
Establishing a social plan for wealth creation
America is changing its racial demographic proportions, a real factor in elections, which were formerly decided exclusively by the majority white population.
09/27/2016
China Construction Bank, Zurich Branch, appoints SIX Securities Services as its infrastructure provider for Swiss Renminbi Clearing Hub
SIX Securities Services to provide Swiss Franc and Euro interbank Clearing, Global Custody and Repo Trading Services.
09/27/2016
India's Sanctum Wealth Management launches bespoke portfolio service
Indian firm Sanctum Wealth Management has created a portfolio for its clients
09/27/2016
Close Brothers operating profit up
Adjusted operating profit up 20% to £200.6 million and adjusted basic earnings per share up 25% to 104.1p
09/27/2016
Close Brothers sells funds arm
OLIM's property investment management business was already sold in July 2011 to the management team for £3m.
09/27/2016
Societe Generale expands its private banking offering in Serbia
Societe Generale Srbija’s clients will be served by dedicated staff located in a private banking centre in Belgrade.
09/27/2016
SANNE to lead industry seminars and speaking events across Europe
SANNE will also be leading more seminars and speaking events through to the end of the year.
09/27/2016
St James's Place: "The need to prepare for unsteady futures"
Donald Trump’s unpredictability means investors should prepare for macroeconomic shock.
09/27/2016
Credit Suisse CEO sees no letup to challenges
The same trend of depressed client activity in the second quarter "has continued" into the current period, Mr. Thiam said. Credit Suisse is expected to report third-quarter results on Nov. 3.
09/26/2016
Managing wealth a question of trust...
Zedra, formally Barclay’s trust business, launches in Hong Kong, and says that the world of the Panama Papers is a thing of the past
09/26/2016
Want to be a private banker? Here's how to get there
Bankers need to look out for their clients’ interests first
09/26/2016
UBS woos clients with Churchill-era war games
War-gaming exercise,UBS drive to find innovative ways to engage with its clients to counteract falling profits
09/26/2016
4 Disruptive Trends Singapore’s Banks Are Keeping An Eye On
The success of a bank partly relies on its ability to manage risk.
09/25/2016
Roller coaster ride: Wealth managers hold investors' hands during Brexit, upcoming U.S. election
Brexit lead to a world full of buying opportunities
09/23/2016
Global leader in wealth structuring solutions opens new office
Expansion Serves as Gateway to LatAm High Net Worth Community
09/23/2016
Julius Baer steps up hiring in S'pore, HK
More than half of about 200 new bankers that Julius Baer plans to hire this year will be based in Asia
09/23/2016
Canaccord Raises $60-Million To Build Out Wealth Business
Canaccord Genuity Group Inc. attempts to give its Canadian wealth management business a shot