03/26/2015
Credit Suisse Embraces A Boutique Approach
The asset manager focuses on its strengths to snare a larger role in managing Asia’s wealth
Wealth and Asset Management
03/26/2015
UBS eyes Asia for wealth management growth, says Swiss bank chief
UBS AG, the world's biggest wealth manager, expects Asia Pacific assets to account for as much as 30 per cent of the funds it oversees within the next 10 years, the Swiss bank's chief executive said.
03/26/2015
Beauty No More: Assets of Chinese Restaurateur Frozen Over Dispute With CVC
Chinese restaurant group South Beauty has a lofty ambition. Its founder Zhang Lan loves to tout her chain as the future “Louis Vuitton” of the global dining market.
03/26/2015
Northwestern Mutual buys LearnVest to boost wealth management
Created in 2009, LearnVest has raised nearly $75 million in venture financing
03/26/2015
Tracking down the world’s super rich
While the marketer has a chance of knowing who the ideal customer is—in great detail—the real problem is access.
03/26/2015
Rival Rothschild branches face court battle over family name
News of the impending cease-and-desist order reflects an escalation of hostilities between two sides of the family
03/26/2015
RBS sells overseas wealth management arm
Britain's Financial Times had earlier reported UBP is expected to pay about $600 million (404 million pounds) to $800 million, citing two people familiar with the situation.
03/26/2015
QIB hosts the launch of the Knight Frank Wealth Report 2015
Qatar Islamic Bank has held an exclusive event for its private banking customers at Four Seasons Hotel in Doha, when for the first time in Qatar, Knight Frank presented its 2015 Wealth Report.
03/26/2015
Wealth Adviser: A Plan to Have Brokers Declare, “I Am Not a Fiduciary”
Brokers need to spell out their potential conflicts of interest to clients, New York City Comptroller Scott Stringer believes.
03/25/2015
DeVere helped US press expose investment fraud
Global adviser group deVere provided evidence of what a spokesperson described as "one of the largest financial scams in history" to a US-based investigative news service.
03/25/2015
Swiss private bank to buy majority stake in British asset manager
Partners and key employees will retain a 40 per cent stake in the business
03/25/2015
Cyprus: Europe's New Economic Hub
Cyprus offers a wealth of investment opportunities
03/25/2015
Vontobel well positioned for future growth
Vontobel drives growth through its core capabilities and well defined focus markets
03/25/2015
Adviser consolidation ‘inevitable’ in wake of April reforms
The provider stated that the move - which has been trailed by bankrolling IFA acquisitions - was in response to fundamental changes
03/25/2015
Opportunities to diversify alternative funds offering highlighted at Jersey funds conference
Jersey has an opportunity to diversify its alternative funds capabilities and a growing role to play as a European domicile supporting US fund managers, according to panellists at this year’s Jersey Finance Annual London Fund Conference.
03/25/2015
Nomura to Support Tokyo 2020 Olympic and Paralympic Games as Gold Partner in Securities Category
Nomura Holdings, Inc. today announced that it has reached an agreement to sponsor the 2020 Olympic and Paralympic Games as the exclusive Gold Partner in Securities category
03/25/2015
Global alternative asset manager to acquire Conifer Financial Services
Senior management of Conifer will continue to lead the business and own a significant minority interest in the company.
03/25/2015
Middle Eastern Private Banking continues to expand in 2015
The report concluded that growth and hiring will continue at a fast pace
03/25/2015
SEI Wealth Platform Certification Program Launched
Program to Create Line-Up of Project-Ready Certified Consultants to Support Private Banking Platform Activity
03/25/2015
Why Coutts’ Higgins is looking to peripheral Europe
This was primarily via German and UK equities, to which he currently has 30% allocated. To gain exposure to Europe, Higgins bought low cost ETFs.