11/04/2019
For New Julius Baer CEO, Nothing Is Sacred
Private banking watchers have been quick to dismiss the little-known CEO as a «more of the same»-style executive.
Wealth and Asset Management
11/04/2019
ZEDRA reaches agreement to acquire LJ Fiduciary
The deal adds nearly 50 new staff to ZEDRA’s existing headcount of over 500 industry experts across 13 countries, spanning Asia, Oceania, the Americas and Europe.
11/04/2019
Butterfield Unveils New Branding
The Bank’s new corporate colors—deep blue and warm gray—are symbolic of sea and land, and reference the island locations where Butterfield has its major operations.
11/04/2019
Wealth consolidator makes eighth acquisition of the year
AFH says the pair will retire once the acquisition completes, meaning that all current Groom Associates clients will now be serviced by existing AFH advisers.
11/03/2019
'Tis the season for stable earnings and a UK election
Global trade disputes have now started to eat into world trade volumes, and show little sign of finding a lasting compromise.
11/03/2019
How to buy properties in ski resorts for both lifestyle and investment.
Your guide to buying a property in ski resorts in key vacation destinations, including Switzerland, France, Austria and the US.
11/01/2019
FactSet Launches Digital Portals for Retail Banking and Wealth Management Industries
New products allow clients to offer personalized market data and portfolio analytics direct to customers
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.
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.