06/19/2019
The survey indicated that many major wealth management firms had introduced new independent channels or were considering creating a new independent distribution channel to stem the tide of their financial advisors going independent.
06/18/2019
One of country’s largest SOEs shuts Swiss bank out of advising on big bond deal
06/18/2019
A spokesman for Julius Baer declined to comment.
06/18/2019
The securities (ISIN CH0481013784) will settle on 25 June 2019
06/18/2019
The Woodford fund has blocked investors from withdrawing their cash since earlier this month, after millions of pounds had previously been taken out following a run of poor results.
06/18/2019
The blog reported earlier on Monday that Credit Suisse private bank head Iqbal Khan is poised to sell the Swiss bank's fund distribution platform, Investlab, without citing where it gleaned the information.
06/18/2019
This is an important step in achieving our ambitious growth aspirations in Italy as we deepen our relationships with our Italian client base.
06/18/2019
The two traditional private banking hubs of Singapore and Switzerland are frontline candidates to take over what Hong Kong stand to lose.
06/18/2019
Wealth manager launches new investment service for American ex-pats
The announcement comes on the day that American ex-pats have to file their tax returns and pay what they owe the US Inland Revenue Service (IRS).
06/18/2019
Invesco will launch a model portfolio service (MPS) this summer which uses proprietary Intelliflo technology.
06/18/2019
Trade unions and staff delegations have negotiated a social plan including measures to support employees with a view to professional reclassification, and financial compensation.
06/18/2019
It wants to see fund managers carry out “in-flight” share class conversions as investments are transferred to facilitate in-specie transfers.
06/18/2019
Mei joins IWBank from Deutsche Bank
06/18/2019
The study identifies wider lifestyle choices and behaviours across this age bracket that may influence their relationship with saving and financial management.
06/18/2019
This can be a complex and time-consuming process, typically involving a substantial degree of correspondence between those involved, as well as potential translations of key documents, together with accompanying affidavits and an affidavit of foreign law.
06/18/2019
UOB Malaysia’s Islamic wealth management solutions have also been designed for customers who prioritise ethical and socially responsible investing.
06/18/2019
DJ Carmichael being acquired by wealth manager
The acquisition announcement comes off the back of Shaw and Partners’ recent strategic partnership with Swiss Private Bank
06/18/2019
Swiss Wealth Managers Merge, Eye Expansion
Colombo Wealth has two branches in Zurich and Geneva
06/18/2019
D.C.-area acquisition strengthens MAI’s athlete client offering, broadens geographic reach
06/18/2019
WM firm merges with Lugano boutique
The merger will combine individual portfolio management, family office services