02/17/2017
Swiss banks face withdrawals due to tax clampdown
Those who decline to participate in amnesty programmes often have to move their accounts.
Wealth and Asset Management
02/17/2017
Enness Private Clients launches international high net worth mortgage brokerage
The launch of Enness International allows a focused team to offer our clients mortgage advice on their European property portfolio.
02/17/2017
Anand Rathi buys Religare’s wealth management arm
The sale of the wealth management unit to Anand Rathi is part of restructuring process initiated by Religare group founders Malvinder and Shivinder Mohan Singh
02/17/2017
This is the future of financial advice
The future of the industry is not going to be purely robo, but rather we will see a rise in the hybrid model of financial advice
02/17/2017
Robo adviser beats benchmarks in first year
Wealthify achieved higher growth for their clients investments
02/17/2017
Wealth managers to blame for property fund suspensions
Chief executive of Aviva’s £1.4bn property fund takes aim at professional investors
02/17/2017
How Cazenove caters to a niche for discretion
This goes to the heart of the philosophy of Cazenove Capital Management.
02/17/2017
US makeover proposed for UK asset management boards
Regulator wants to copy US mutual governance, with majority of independent directors
02/17/2017
UBS: Five More Years of «Webermotti»
What are the mid-term career plans of UBS' top two?
02/17/2017
Julius Baer and the Russian Client Who Brought Down a Bank
The court proceedings against Julius Baer have been initiated in the plaintiff's country of domicile in the European Union
02/17/2017
Driving top and bottom lines with digital onboarding
Organisations need to focus on some key aspects of running their business
02/16/2017
Key Private Bank Receives Award for Private Banking Best Overall Performance from Private Asset Management
PAM is a leading publication that reports on the wealth management and family office industry.
02/16/2017
Lombard Odier, the Swiss private bank, has grown substantially in Asia over the past year and now needs larger premises to cope with the bigger number of clients.
It prefers to get discretionary mandates instead, which today amount to about 60 percent of the portfolios in the region.
02/16/2017
HNW Demand and Drivers - Research and Markets
Globally over half of HNW investment portfolios are placed in discretionary mandates.
02/16/2017
Higher rates remove need for cash comfort blanket
Nobody wants to be sitting on tons of cash.
02/16/2017
Wells Fargo and BAC See Opportunity in Wealth Management
Wells Fargo and Bank of America are focusing on gaining market share in the wealth management business.
02/16/2017
LLBH Wins Prominent Industry Award for Best Private Wealth Manager Under $5B
LLBH Private Wealth Management, LLC has been named the winner of the 2017 "Best Private Wealth Manager Under $5B" by Private Asset Management
02/16/2017
Old Mutual Wealth puts forward alternative MPAA proposals
The limit could also discourage people from working in retirement.
02/16/2017
AIFMD passport no longer seen as the ‘silver lining’
Third country passport was not a panacea for the UK industry
02/16/2017
Robust bank ABN Amro books net profit of €2bn in 2016
The fourth-quarter results are solid.