04/26/2019
Wealth Management Drives Ameriprise Financial in Q1
More than half of Ameriprise Financial’s pretax adjusted operating earnings came from its Advice and Wealth Management unit.
Wealth and Asset Management
04/26/2019
ZEDRA Sets Sights on Asia as Market Dynamics and Client Needs Both Evolve
Deconinck explains ZEDRA’s expansion plans for Asia, why the firm’s suite of services is ideally suited for the world he sees ahead and why he is passionate about causes from helping young musicians to promoting human rights.
04/26/2019
Deutsche Bank Is Fined $500,000 by SEC Over Hedge Fund Disclosures
Bank didn’t reveal it only evaluated funds that shared fees
04/26/2019
Stats the way I like it by Joe Moynihan, CEO, Jersey Finance
It’s also the same year the Foot Review was published, which pointed to the high standards Jersey holds itself to and made clear its positive contribution to the UK economy.
04/26/2019
Coutts and Adam & Co Q1 2019 Results
We continue to see the benefits from these changes
04/26/2019
UBS Americas’ New Client Money, Advisor Count Slip in ‘Challenging’ First Quarter
Profit at Wealth Americas fell 17% from the year-earlier first quarter to $333 million, but remained UBS’s most profitable geographic wealth unit.
04/26/2019
Gresham House battery trust seeks £75m in second fund raising
The company plans pay an interim divident of 1.4p for the period since it launched in November 2018 to the end of March 2019.
04/26/2019
Director/PDMR Shareholding - Close Brothers
This information is provided by RNS
04/26/2019
RBS reports £707m profit in first quarter
In the UK mortgage market, RBS lent £7.6bn in the quarter, bringing their lending in the housing market total up to £150.6bn.
04/26/2019
Swiss Banks collude with Zurich fund data platform to restrict global competition
Anti-competitive agreements uncovered between UBS, Credit Suisse and fundinfo
04/25/2019
PA Wealth Manager Awards 2019
Entries now open for the 2019 PA Wealth Manager Awards!
04/25/2019
Netwealth: Wealth Advisor Creating New Niche
By the same logic, both fintech firm and challenger bank, fall short – advice, rather than technology, is what the business has been built around.
04/25/2019
UBS's Jason Stephens Named to Forbes/SHOOK List of Best-in-State Wealth Advisors
Stephens is dedicated to serving the specialized needs of a limited number of affluent investors to ensure the highest level of attention and responsiveness.
04/25/2019
Robert U. Vogler: «UBS and CS Have Become Even Cheaper»
Will the big Swiss banks soon be taken over by foreign competitors? Robert U. Vogler, a historian who worked for UBS for years, has analyzed the current situation and has come to some surprising conclusions that he shared with finews.com.
04/25/2019
Credit Suisse int'l private bank profits rise but EM stunts inflows
IWM's private bank serves wealthy customers in Latin America, Europe, the Middle East and Africa.
04/25/2019
Wealthy Asians to favour cash and gold, survey shows
In particular, 22% of wealth managers expect the political and economic environment in the country to make it easier for clients to create and protect wealth in 2019, as opposed to merely 11% in 2018.
04/25/2019
RBS boss exits after bumper dividend payment saying job done
McEwan added: ‘After over five-and-a half very rewarding years, and with the bank in a much stronger financial position it is time for me to step down as CEO.
04/25/2019
Inlet Private Wealth launches Inlet Private Wealth & Trust
"Trusts are a regular feature in the highly customised solutions we plan and implement for our clients.
04/25/2019
How Tilney is using advice to drive wealth growth
A former amateur GT racing driver joined Tilney last August
04/25/2019
Deutsche launches Institutional Wealth Partners Group to cater to wealthy clients
WP recently further expanded its Europe capabilities by hiring Zurich-based George Varoutsis, formerly in the UHNWI business at Credit Suisse, to help define IWP's client strategy.