11/27/2015
BSI drops exclusive talks to buy private banking unit
The exclusive period was due to end on Friday.
Wealth and Asset Management
11/27/2015
International Tennis Federation extend sponsorship deal with BNP Paribas
“With BNP Paribas, we will celebrate our 15th year of partnership in 2016,” newly-elected ITF President David Haggerty said.
11/26/2015
FinanceAsia Achievement Awards — Part 1
FinanceAsia is pleased to announce the winners of our Best Private Banks. Congratulations. In the coming days we will announce the remaining awards for countries, overall deal awards and house awards.
11/26/2015
Few Profits, Tax Probes Spur Israeli Lenders to Exit Private Banking
For small and medium-sized banks, which are what Israeli banks are, there’s no place anymore for them in international private banking.
11/26/2015
UBS Asset Management combines 3 businesses into one unit
UBS Asset Management has reorganized three of its divisions into one, said an internal memo obtained by Pensions & Investments.
11/26/2015
Five top fintech offerings for investors: Miss Mackay's Money Microscope
When we think about how technology might transform our lives, it's easy to jump ahead to the realm of driver-less cars and polite robots doing our ironing.
11/26/2015
Rich Asians Mostly Stick With Dollar Rally UBS Sees Almost Done
The first U.S. interest-rate increase since 2006 is expected next month by mostinvestors, helping push the dollar up by about 9 percent against a basket of 10 major currencies this year.
11/26/2015
Manulife Asset Management's Dan Janis and Strategic Income Team honoured with Morningstar Fixed Income Manager of the Year Award
The team, which manages five funds and one pool available to Canadian retail investors, was recognized for its strong global fixed income capabilities and its consistent adherence to a disciplined investment approach.
11/25/2015
Four Technology Issues Faced by Advisors
Today’s high-net-worth clients of all ages have technology expectations that, if left unmet, could lead to lower client retention and lost new business.
11/25/2015
Morgan Stanley Adds Bonuses for Advisors Who Land Cash-Heavy Clients
Comp plan for 2016 focuses on private banking as the ‘top strategic priority’
11/25/2015
Women must fill half of top roles by 2020, states HSBC
HSBC intends to appoint women to half of its senior roles in the UK, setting the most stretching target for gender equality among big British companies.
11/25/2015
Youth is not wasted on the Young
And across wealthy families, with Withers, we’ve found the secret to a successful transfer of wealth in families is to develop emotional and practical connections between the generations, particularly the more recent ones, to the original source of
11/25/2015
Building A Strong Singaporean Core For Wealth Management
Wealth Management Institute and Singapore Management University announce significant enhancements to Master of Science in Wealth Management programme
11/25/2015
Luxembourg Goes in for an Image Makeover
Luxembourg, the country once known as the European “Death Star” of financial secrecy, is looking to improve its image.
11/25/2015
Wealth management: big data, better relationships
Technology has given wealth managers the ability to collect more data than ever before.
11/25/2015
Global private banking: Head to head with America
GS, MS and JPM have all arrived on the global map. Are the traditional private banks ready for the challenge?
11/25/2015
Old Mutual plugs into Africa
Infrastructure investment in Africa is a significant growth area and this acquisition would give Old Mutual full ownership of one of Africa’s leading infrastructure investment managers.
11/24/2015
Deutsche Asset & Wealth Management Launches Two Fixed Income Funds
The Funds, while not money market funds, are meant to serve our corporate clients and financial intermediaries’ evolving needs in light of the SEC’s Money Market Reform, which goes into effect October 2016.
11/24/2015
New Jersey finance centre 'will not waste taxpayers' money'
A new finance centre in Jersey will give the taxpayer value for money, the treasury minister has said, following a second protest against the plans.
11/24/2015
City Financial plots mergers after Investec deal
The Cautious and Balanced funds would merge into the City Financial Multi Asset Balanced vehicle, while the Global Thematic fund would merge into the City Financial Multi Asset Dynamic fund.