10/07/2016
Neptune partners with Raymond James to launch wealth arm
Neptune said Equester Capital Management will be a branch of Raymond James
Wealth and Asset Management
10/07/2016
CDH Adds Wealth Management Practice
CDH Wealth Management continues our strategy of diversifying what we are able to offer.
10/07/2016
Credit Suisse's new Swiss bank to go live on November 21
He also wants to cut costs by at least 4.3 billion francs by the end of 2018.
10/07/2016
OMGI replaces Rogge on bond fund; management brought in-house
Follows sale of Rogge to Allianz GI
10/06/2016
Barclays Private Bankers Defect Before OCBC Acquisition
More than 10 wealth managers leave for Standard Chartered
10/06/2016
Swiss private bank Falcon says not for sale
The report cited Geneva-based Banque Heritage as a possible buyer. Falcon said it had never held talks with Heritage over a possible sale.
10/06/2016
Raymond James completes takeover of Deutsche Bank's US Wealth arm
The newly rebranded entity will continue to have a strong relationship with its former owner Deutsche Bank.
10/06/2016
Gold in the Alps: Billionaires Store Wealth in Ex-Swiss Army Bunkers
Many rich people have started considering alternative ways of storing their wealth
10/06/2016
The Key to Wealth Management Success: A Smarter Type of Growth
Success is about smart growth
10/06/2016
Standard Life Investments Extends Ryder Cup Deal to Paris 2018
Standard Life Investments, confirmed that it has extended its ground-breaking sponsorship of The Ryder Cup to include the 2018 contest, which will be played at Le Golf National, Paris, France, from September 28-30 2018.
10/06/2016
Major acquisition of Barclays UK trust business unit announced
Opens up new business lines and increases size of the company by 25%
10/06/2016
Qatari buys Banif to set up private banking
That was how Malta came into the equation.
10/06/2016
SJP arm upholds 96% of complaints
SJP Investment Administration has the highest uphold rate for complaints of any company listed in the FCA’s data
10/06/2016
Edmond de Rothschild manager puts half of fund in low-rated debt
The main contributor last year was to avoid the correct situations and to avoid the defaults.
10/05/2016
For Many Financial Advisors The Five Client Solution = 50% Annual Income Increases
These numbers are based on a structural model.
10/05/2016
Liew Nam Soon: «The Definition of Wealth Management Will Change »
Digitalization on the other hand allows banks to better manage and work with client data, thus providing for as much of an individualized offering as possible.
10/05/2016
Singapore Asset-Management Industry Grows 9% in 2015
City state’s assets under management grew to US$1.9 trillion in 2015
10/05/2016
Nervous Sarasin ups alternatives exposure
US profits are fading; cash and bond yields are gradually moving higher
10/04/2016
Cazenove snaps up London-based private bank
In a note, Schroders stated the acquisition fits with the firm’s strategy of growing its wealth management business.
10/04/2016
Indonesia’s Tax Amnesty Casts New Shadow on Singapore
Billions in withdrawals come on heels of reputational ‘dent’ caused by 1MDB scandal