11/01/2019
Macquarie posts 11% increase in net profit
On the markets-facing side, 32% came from commodities and global markets and 8% form Macquarie capital.
Wealth and Asset Management
11/01/2019
Vontobel's Georg von Wattenwyl: «We Are Totally Independent»
This is partly due to the increasingly complicated regulatory and tax environment
11/01/2019
Silvercrest Asset Management Group Inc. Reports Q3 2019 Results
Total assets under management at Silvercrest now stand at $23.5 billion as of September 30, 2019
11/01/2019
Scotiabank establishes Global Wealth Management as formal business line, uniquely positioned for growth
We have seen tremendous growth throughout our Wealth Management business.
11/01/2019
Lombard Odier celebrates thirtieth anniversary of its Vevey office
Our Vevey office pursues our primary mission of preserving and growing the assets of our clients, while fostering a long-term close relationship based on trust
11/01/2019
Banque SYZ voted “Best Private Banking Boutique” for the sixth year running
They noted the bank is moving into new strategies, including private equity.
11/01/2019
Wealth management subsidiary of China Merchants Bank to start business
As part of the bank's efforts in prompting the wealth management sector, set-up of the subsidiary will help it to enhance capability of serving real economy and forestalling risks on wealth management business, said the statement.
11/01/2019
Brewin Dolphin Boosts Irish Presence As Completes Investec Wealth Buy
Brewin said the total consideration, of EUR50.2 million, consisted of EUR13 million in net assets and client relationships of EUR37.2 million.
11/01/2019
Intertrust completes acquisition
Following closing of the deal, ABN AMRO’s Escrow & Settlement business will be integrated and rebranded into Intertrust.
11/01/2019
Citi Named Best Global Private Bank at Global Private Banking Awards
The Private Bank was also named Best Bank for Customer Service and Best Bank for Global Families and Family Offices
10/31/2019
Credit Suisse – A Coup, Some Questions
During the third quarter of 2019, we continued to implement our strategy of being a leading wealth manager with strong investment banking capabilities.
10/31/2019
Puhui Wealth Investment Management Co. Ltd. Announces Financial Results for the Fiscal Year Ended June 30, 2019
We remain focused on utilizing our existing partnerships, such as with Yingke, to provide access to a broader base of investors where we can prove that our long-term investment philosophy can gain traction over time.
10/31/2019
Why High Net Worth Individuals Choose Forex – Guest Editorial
These traders know there is a cost of trading.
10/31/2019
Van Lanschot Kempen trading update: third quarter 2019
This will take the amount we’ll have paid to shareholders since 2016 to a total of over €330 million, in the shape of dividends and capital returns.
10/31/2019
China Boasts 27,000 Individuals With a Net Worth Above US$30 Million
Uniquely to China, where the economy has experienced exponential growth in the last few decades, over a quarter of UHNW population are under the age of 50, far above the global average of just 13%.
10/31/2019
Guy de Picciotto: «You Can Still Earn Decent Money»
Is it important to be a Swiss bank there?
10/31/2019
EFG International opens advisory office in Dubai
The UAE is already an important market for EFG and the new presence will enhance its ability to serve the region’s HNWI client segment by providing advisory services from the DIFC, as well as capture important market opportunities.
10/31/2019
Barclays Launches Impact Banking Unit as Investors Demand More Than Market-Beating Returns
Banks from UBS to Citigroup have been boosting their so-called impact funds, in response to customer demand for investments that seek profit and social good.
10/31/2019
Rhodes Wealth Management doubles clients after merger
“We are delighted to have effectively doubled the number of clients under the Rhodes Wealth Management umbrella overnight and are happy to be a part of such a knowledgeable and friendly team."
10/31/2019
SNB records CHF 51.5 billion profit in nine months
The results were driven by profits of CHF 42.7 billion from foreign currency positions.