09/15/2015
Samena Capital founder sticks with merchant banking principles
Those are the qualities the merchant banks lived by
Wealth and Asset Management
09/14/2015
Excellence is at heart of everything we do - Dermot Hamill, Canaccord Genuity Wealth Management
This year the company is sponsoring the award for Business Person of the Year.
09/14/2015
TD looks to expand U.S. wealth management presence through acquisitions: CEO
The lender is looking to buy assets or asset-generating units to leverage its balance sheet strength, while primarily staying focused on organic growth, he said.
09/14/2015
Credit Suisse Plans October Strategy Announcement
Chief Executive Officer Tidjane Thiam said in July he plans to shrink parts of the investment bank and focus on growth in Asia and wealth management, mirroring the approach of UBS Group AG, Credit Suisse’s larger rival.
09/14/2015
Credit Suisse plans to sell U.S. private bank
The newspaper cited "insiders" as saying the bank's U.S. private banking business had around 100 billion Swiss francs ($103 billion) under management but was not making progress there, unlike rival UBS
09/14/2015
Private banks told to overhaul fee structures
The upcoming Markets in Financial Instruments Directive is likely to ban wealth managers from receiving inducements (retrocessions) from product providers within discretionary mandates.
09/14/2015
UBS Wealth Management's rebirth delayed
The decision to spin-off the division came after UBS considered shutting it and wealth boss Mike Chisholm opted instead to lead a buyout of the local division.
09/14/2015
Ex-UBS Wealth Head Unveils Platform for UHNW Advisors
“The wealth management business has changed dramatically over the past decade,”
09/14/2015
Wealth management group snaps up its seventh IFA this year
Wealth management group has acquired its seventh IFA business this year,
09/14/2015
Ultra-wealthy are building significant private collections
Wealth Management For Successful Art Collectors
09/14/2015
The art market is booming
Skillful wealth management can ensure these art assets today and in the future translate into meaningful wealth for the collectors, their loved ones, and charitable organizations.
09/14/2015
Private bank to sell direct to adviser clients
Commission will accrue on daily balances until 30 November and will be paid in January 2016.
09/14/2015
Cantor Wealth loses third exec this year
Scott Hotham, head of private wealth management sales, resigned last week just shotly after the firm said it was looking to jump-start growth
09/14/2015
Deutsche Bank Plans to Cut About 25% of Jobs: Reuters
Deutsche Bank employed 98,647 people at the end of June, including 14,940 at Postbank, a German consumer lender
09/11/2015
Rothschild Group looks to link up with Bangladesh businesses
Pitton and Jogishwar Singh, another managing director of Rothschild Group, are now in Bangladesh for a four-day tour
09/11/2015
Virtual Reality To Be Worth $7 Billion By 2020: Deutsche Bank
Deutsche Bank projects that the Virtual Reality Segment would have a total addressable market of $7 billion in the next five years, with the medium gaining mainstream consumer adoption by next year
09/10/2015
Ex-Ashcourt compliance director launches consultancy
Wealth managers are having to pay more for in-house compliance personnel.
09/10/2015
Charles S. Hallac, Co-President of BlackRock, Dies at 50
Mr. Hallac’s specialty was in operations and technology
09/10/2015
Equiom’s expertise in the spotlight again at Monaco
Equiom has gained global recognition within the yachting industry by providing tax efficient bespoke yacht ownership structures.
09/09/2015
Unigestion wins Emerging Markets Manager of the Year
Together this has led to the consistent outperformance of the fund achieved by our equities team.