03/28/2016
But while these three examples highlight that M&A is still a viable strategy for larger wealth firms, our Deal Tracker assessment indicates that consolidation has gained most momentum among smaller institutions.
03/28/2016
We're honored to be recognised in this way. I'd like to thank each and every one of our employees for their unwavering commitment to serving the needs of our clients, who rely on us to bring them the very best ideas from around the world each an
03/28/2016
The industry still has much work to do to fulfil its potential, says Sophia Grene
03/28/2016
OCIO also moves many administrative burdens from the client to UBS through a disciplined process that keeps clients focused on results.
03/28/2016
The emerging markets-focused British bank has set up a new lab called the eXellerator in Singapore in an attempt to bring theoretical ideas from Silicon Valley to life.
03/28/2016
Investors have intensified their focus on auditor independence in the aftermath of the financial crisis. Questions were raised about why the big four accounting firms
03/28/2016
Why wealth managers are telling clients to avoid dramatic portfolio changes.
03/28/2016
The Sunday Times reported yesterday that some of America’s biggest buyout funds were preparing bids for Old Mutual’s £4.5 billion wealth management arm.
03/28/2016
It’s the third time the Swiss bank has been forced to tweak the exit schedule.
03/24/2016
Digital Forum, which launched the Family Office Association earlier this month, is one such group, offering investment professionals who work with family offices the opportunity to e-schmooze with peers
03/24/2016
That wealth manager, who can't be named under Swiss law, now faces up to 10 years in jail for fraud
03/24/2016
Thailand has a leadership role to play in the AEC, and is an important market for us in Asean, attracting significant investment and trade flows from our global clients.
03/24/2016
The news concerns the firm's purchase of Deutsche Bank's wealth unit, which includes some 200 advisors
03/24/2016
Especially in a time of loan growth turmoil.
03/24/2016
Warmond had launched the pioneering online will-writing called EzeeWill in collaboration with NSDL in late 2014, setting a new trend in the segment.
03/24/2016
This comes at a time when most other banks are downsizing their investment banks.
03/24/2016
Assetbox helps new managers become regulated by providing the most efficient path
03/23/2016
200m mandate awarded to Lombard Odier by Multi-Family Office
The mandate, for an established international family, is valued at €200m and includes institutional asset managemenThe mandate, for an established international family, is valued at €200m and includes institutional asset management
03/23/2016
Novia Global launched in October 2015 providing a transparent wealth management service facilitating access to a diverse universe of assets and currencies.
03/23/2016
This year marks yet another milestone in the life of the publication which is the number 1 monthly read magazine amongst Africa's Affluent according to the Ipsos EMS Survey.