05/16/2019
Standard Chartered launches the world’s first Sustainable Deposit
Our new product will bring more private capital to where it matters most
Wealth and Asset Management
05/16/2019
Vontobel launches Belt and Road Index with China Construction Bank
The Belt and Road Initiative (BRI) represents the largest infrastructure and trade project in the world
05/16/2019
Helping Brewin Dolphin invest in its future
The team also advised during negotiations including on complex variations to the headlease and an agreement to take control of the reception whilst Brewin Dolphin is the tenant of the office areas.
05/16/2019
Deutsche Wealth launches hybrid advisory platform
The platform, which has been launched in Hong Kong and Singapore this month, will provide flat advisory fees to investors.
05/16/2019
Investec battles Brexit, weak SA economy
Investec’s adjusted earnings per share rose 3.6% in the year to March 31, as it undergoes new leadership.
05/15/2019
Credit Suisse Asset Management: Champion of Asian Fixed Income, Ready the Chinese Revolution
Bouchardy begins by zooming in on one of his favourite topics, the global fixed income markets, and Asian markets in particular.
05/15/2019
Deutsche Bank Does Away With Daily Grind
The Swiss branch of the German bank is embarking on a different path than most of its rivals and also the one chosen by its owner.
05/15/2019
Swiss Asset Managers: Is It All Gloom?
Six out of ten firms expect to keep the number of staff steady in the coming year
05/15/2019
Nervous clients flock to Singapore’s private banks amid trade tensions
Singapore’s local banks appear to act as a safe haven for wealthy investors increasingly twitchy over trade tensions and the uncertain outlook for the global economy
05/15/2019
ABN Amro first-quarter profit tumbles 20 per cent
The Q1 2019 net profit was EUR 478 million.
05/15/2019
Rothschild bucks trend with strong Europe performance
The bank’s revenues were boosted by advisory fees on M&A in Europe, in contrast to many rivals
05/15/2019
Australia Wants Swiss Bankers
Australia’s largest financial institutions – including the hallowed AMP – stand accused of gouging investors for fees, not disclosing conflicts and profiting from these conflicts of interests, often at the expense of the client.
05/15/2019
Credit Suisse joins forces with YIO to launch Next Generation report
Credit Suisse partners with the Young Investors Organization to publish a report dedicated to a generation on the cusp of inheriting the family legacy and the responsibility associated with it.
05/15/2019
Hines & Warner Wealth Management to Join Focus Partner Firm Vista Wealth Management Group
The combination of the two firms also promotes continuity of service for Hines Warner and their clients as they join a like-minded organization in Vista.
05/15/2019
Further afield
Quilter Cheviot, an investment manager, has nine regional offices around the UK in all the Cities we mention herewith, in addition to London.
05/15/2019
Zoe Financial Wins Morningstar's Annual Fintech Competition
The head of the digital lead generation site says it has already connected $100 million in new client money with advisors.
05/14/2019
Ex-Credit Suisse Top Shot Shoots Square in CEO Job
This newspaper ad move comes after AMP’s admission last week that its wealth management arm had suffered $1.8 billion of outflows in the first quarter of 2019 – its worst ever since the global financial crisis.
05/14/2019
Newly re-branded Principal Financial Group courts next generation HNWIs
To this end, Principal’s asset management arm will develop products and services that it believes will be attractive over the long term to these younger clients.
05/14/2019
Wealth Advisers Are Fleeing Big Banks For Smaller Firms
Breakaway firms have parked $25 billion on Dynasty’s platform
05/14/2019
CIBC AM makes portfolio management changes
CIBC Private Wealth Advisors will assume advisor responsibilities for three funds