02/21/2020
Robertson Stephens bolster US presence with Vine Street acquisition
Vine Street Wealth Management joins Robertson Stephens San Francisco headquarters
Wealth and Asset Management
02/21/2020
Private Banking Insights: why HNW clients fear Brexit
Citywire’s Alex Foster chats with some of the sector's leading names about the challenges their clients face.
02/21/2020
HSBC’s Newly Merged Wealth Unit «Hopefully Scary for Competitors»
In addition, HSBC will also target more than 10 markets for wealthier clients that frequently travel or invest overseas such as China where its market share is smaller.
02/21/2020
The benefits of capped model portfolio fees
The regulator concluded that price competition was weak in many areas of the retail market with firms enjoying high levels of profitability
02/21/2020
UBS wealth bosses battle it out for ultimate prize
. . . the spoils being a whisky tasting, not top job at the Swiss bank
02/21/2020
Wealth Enhancement Group Announces Acquisition
David Geller said, "We are thrilled to partner with Wealth Enhancement Group, a firm whose infrastructure, technology and growth platforms enable us to take our services to new heights.
02/20/2020
HSBC blinked while Asian lenders kept their eyes on the prize
While the world's global bank ramped up its self-analysis, Singaporean, Swiss and even a Liechtenstein-based bank grabbed wealth management businesses across Asia.
02/20/2020
Who is the richest billionaire in the world?
There are over 2,600 billionaires in the world, but who are the top three?
02/20/2020
Milken Pardon Backed by Billionaires From Funds, Real Estate
“This pardon is well deserved and I am proud to support it.”
02/20/2020
Raymond James firm merges with UK investment manager
Combined business will offer services to high net worth individuals, globally
02/20/2020
GAM Holding AG announces full-year 2019 results and strategy
General expenses totalled CHF 99.6 million, a decrease of 22% compared with 2018.
02/20/2020
Julius Baer greatly enhances risk control and compliance
Closure of FINMA enforcement proceedings
02/20/2020
TBC Bank Announces Unaudited Preliminary FY 2019 and 4Q 2019 Consolidated Financial Results
The European Union Market Abuse Regulation EU 596/2014 requires TBC Bank Group PLC to disclose that this announcement contains Inside Information, as defined in that Regulation
02/20/2020
Van Lanschot Kempen launches share buy-back
The share buy-back programme will end on the day before the publication of Van Lanschot Kempen’s 2020 annual figures
02/20/2020
Wealth management firm celebrates significant milestone
Statutory profit before tax of £39.7 million (2018: £61.3 million) reflected anticipated items, most notably the costs associated with the acquisition of Speirs & Jeffrey.
02/20/2020
Berdon's Family Office Group Earns PAM Award For Best Business Consulting Firm For Family Offices
This honor, spotlights Berdon's commitment to excellence in the delivery of client service which is best demonstrated by our approach of listening to client issues, solving their problems, and delivering innovative solutions that exceed expectations.
02/19/2020
Societe Generale abandons plan to sell Kleinwort Hambros
According to Bloomberg, Swiss private banks Julius Baer and EFG International were in pursuit of Kleinwort Hambros.
02/19/2020
Switzerland: No Longer the Most Secret Financial Market
The home of private banking has slipped to third place behind Cayman and the U.S. and isn’t top of the list for the first time since 2011.
02/19/2020
BLKB: Operating Costs Rise on Transformation
The increase was mainly due to growth in revenues from commissions, services and trading.
02/19/2020
HSBC Swiss Wealth Unit Returns to Profit
The profit from the Swiss unit helped the global private banking business to increase its pretax by a fifth to $402 million.