02/18/2014
Credit Suisse Investment Chief Seeks More Impact to Win Clients
“We wanted to aim for a one-voice strategy and for consistency, to align everyone around the same process,” Strobaek, 44, said in an interview in Zurich.
02/18/2014
“We wanted to aim for a one-voice strategy and for consistency, to align everyone around the same process,” Strobaek, 44, said in an interview in Zurich.
02/18/2014
JTC Group has formed alliance partnerships with two firms within the EU to widen its geographical reach and add further to its global expertise.
02/18/2014
What is luring China's wealthy to invest in Australia - and what does it mean for the national economy?
02/18/2014
TMF Group’s fund administration business has offices in Rotterdam, Sydney, Geneva, Sofia and Malta. The acquisition of Custom House’s business allows TMF Group to further expand its business into the growing alternative investment sector (incl
02/18/2014
Hundreds of London-based bankers face having to wait until 2021 before they can cash in on bonuses awarded two years ago following an intervention by regulators.
02/17/2014
Societe Generale Securities Services launches complete AIFMD reporting package for asset managers
This new offer responds to the different needs of its asset management clients, allowing them to concentrate on their core investment activities whilst ensuring they are fully compliant with AIFMD.
02/17/2014
Standard Chartered executive ready to tackle new challenges head on
Peter Sands faces task of keeping up the growth momentum amid slowdown in some of lender’s key markets
02/17/2014
Swiss based wealth manager expands foothold into gulf market
The Swiss based company built on the foundation of client trust, in addition to the preservation and growth of its clients' wealth, now boasts offices in almost every corner of the globe.
02/17/2014
Property giant opens Hong Kong office, goes after HNW investors
This follows the opening of its Singapore office in September 2013 which also drew interest from HNW investors in that city state.
02/17/2014
Credit Suisse Australia and strategic partner First NZ Capital have launched a new small-cap business.
02/17/2014
Swiss fund manager slashes prices in UK strategy rethink
Swiss fund manager is aiming to firmly establish itself in UK after pricing overhaul
02/17/2014
Emirates NBD PJSC the United Arab Emirates’ biggest bank, is aiming for annual profit growth of at least 10 percent at its wealth management business after earnings at the unit tripled during the past two years.
02/17/2014
Bellpenny's advisers can now access a suite of low-cost model portfolios through a partnership with Charles Stanley.
02/17/2014
Investment Diamond Exchange, a Los Angeles based firm that specializes in the facilitation of rough and polished diamond transactions, recently expanded its workforce in response to the increasing number of hedge funds and other financial institutions ac
02/14/2014
How much are they charging? New research reveals what the big firms cost
New research has highlighted the wide variance in fees charged by large wealth managers and adviser firms.
02/14/2014
The race for Jupiter’s wealth management arm now stands between Rathbones, Brown Shipley and Close Brothers Asset Management.
02/14/2014
Mark Biddlecombe the client services director for Nerine in Guernsey attended the Private Wealth Leaders India conference in London on 29 January as a panellist.
02/14/2014
Fidelity Shutters Private Wealth Management Unit
David Lamere's short-lived and mysterious stint as head of Fidelity Private Wealth Management has ended, and the division itself has been shut down as a stand-alone unit, Financial Planning has learned.
02/14/2014
Monier says: “Traditional approaches can over-expose investors to equity risk and may not be dynamic enough to cope with today’s markets. By balancing risk with a diversified approach, we aim to keep clients’ portfolios balanced and not
02/14/2014
Ex-Glencore Trader Taps African Wealthy for Swiss Private Bank
Says he is using the contacts he made during 20 years as a commodity trader to attract millionaire private-banking clients in Africa.