02/10/2021
Estate Planning is not Just for those with Huge Assets
Devising an effective estate plan can help you seamlessly transfer your wealth
Wealth and Asset Management
02/10/2021
At Vontobel, a Cozy Club of Bankers is Dissolved
CEO Zeno Staub broke with a product- and distribution-focused approach, which led to the exit of Roger Studer, who ran Vontobel's securities arm for nearly 20 years.
02/10/2021
Pictet Profits Edge Higher as Clients Seek Haven
Net profit rose by seven percent to 577 million francs, while revenue climbed by ten percent to 2.89 billion francs.
02/10/2021
JSS Sustainable Asset Management Repositions Water Strategy as Green Planet
The Green Planet strategy builds upon its predecessor’s proven investment philosophy and approach, and will continue to put an emphasis on protecting the ecosystem and water resources.
02/10/2021
Wealth management giant shuts Hong Kong office
It wants to focus on its ‘strong international footprint’ in UK, EU, Middle East and Latin America
02/10/2021
UAE foundations: so much more than succession planning
Often seen as a vehicle reserved for succession planning, Managing Director of our UAE office, Nina Auchoybur highlights the utility of UAE foundations.
02/10/2021
ERI Winners in the ‘Best Compliance Solution‘ Category at the WealthBriefing Swiss Awards 2021.
The judges were impressed that with its compliance workflows and monitoring OLYMPIC Banking System gives a significant advantage in acquiring and keeping clients, and selling them the most relevant products and services.”
02/10/2021
Private Banking and Wealth Management Survey 2021: Banking’s new engine
Once a handy add-on to the financial model, private banking will increasingly drive income and activity in investment banking, not the other way round.
02/10/2021
Neil Moles: Who really pays for advice sector private equity deals?
Multi-million pound deals
02/10/2021
DBS' Piyush Gupta: «Don't Waste a Good Crisis»
The bank has been proactive amid the Covid-19 crisis, during which it has established several new platforms for growth, said its chief executive.
02/09/2021
Chinese New Year: Rise of middle class shows Covid-19 just a blip in China’s quest for dominance
It was this swift action that Moorhouse believes puts China in a strong position to take advantage of the growing middle-class population.
02/09/2021
Marathon mortgages grind to halt
This is consistent with previous years, with 43% in 2019 and 41% in 2018 have mortgages over 25 years.
02/09/2021
Singapore's OCBC Bank Approves Mortgages in 60 Minutes Using FICO Technology
One of Asia Pacific's leading banks wins FICO® Decisions Award for customer onboarding & management using FICO® Origination Manager
02/09/2021
Wealth business seen boosting earnings prospects for Singaporean banks
Singapore has benefited in recent years from its status as a stable base to set up family offices and investment structures for the world’s wealthy, providing a lucrative business for local banks including DBS Group and OCBC.
02/09/2021
Nucleus Financial agrees £144m takeover
The offer represents a premium of 41.89% on Nucleus’s share price on 1 December 2020, the last business day prior to the offer period starting.
02/09/2021
Boutique wealth manager floats after takeover
The access segment of the AQSE growth market attracts companies in earlier stages of development, as opposed to the apex section designed for bigger and more established businesses.
02/09/2021
Patchy Economic Recovery - Not To Worry
The rest of the labour market report implied an upbeat message for growth
02/09/2021
Good governance and the role of women in family offices
Women are strongly represented at senior levels in our private wealth sector.
02/09/2021
Hurun: Hong Kong Wealth Dips
According to the report, 78 trillion yuan will be handed over the coming 30 years to the next generation which is set to lead consumption trends in about three to five years.
02/09/2021
Julius Baer: Bigger Bonuses, Fewer Bankers
The Swiss private bank is more richly rewarding its top private bankers with year-end bonuses – after reducing their ranks by more than six percent last year.