07/30/2019
GAM on track with implementation of restructuring programme
We are well on track with the implementation of our restructuring programme and will continue to find ways to simplify our business to achieve additional efficiency gains.
Wealth and Asset Management
07/30/2019
Basel boutique acquires Vontobel fund
Tareno first launched its water strategy in 2007, and has delivered returns of 24.4% over three years.
07/30/2019
Zurich boutique partners with German WM firm
The companies are then subject to a 50-point checklist evaluating aspects such as market position, leverage ratio, and management competency.
07/30/2019
Stifel announces record net revenues in Global Wealth Management
The Company's reported GAAP net income for the three months ended June 30, 2019 was primarily impacted by merger-related expenses.
07/29/2019
Why humans aren’t designed to be happy
Positive and negative affects do reside in the brain, but sustained happiness has no biological basis. And – perhaps surprisingly – I reckon this is something to be happy about.
07/29/2019
Healthy, Wealthy and Well Advised – Financial complexities of passing on wealth
Passing on wealth is a sensitive subject, not just because of the financial complexities of it all, but also the emotion and family politics involved.
07/29/2019
Hong Kong’s asset and wealth management business reaches HK$23,955 billion in 2018
Net fund inflows reached US$100 billion despite 5% fall in adjusted AUM of asset and wealth business, according to SFC survey
07/29/2019
Two from IQ-EQ shortlisted in Future Leaders Awards
Greig and Rhuaridh, based in Jersey and Guernsey respectively, each stand out for their strong technical expertise in managing portfolios of complex private wealth structures, their warm personalities and extracurricular achievements.
07/29/2019
View from the Front - Canaccord Genuity Wealth Management
The minutes from previous meetings have been consistent, with the bank expecting interest rates to rise at a “gradual pace and to a limited extent” providing a smooth Brexit.
07/29/2019
Jeffrey Epstein Wealth Boosted by Virgin Island Tax Breaks
By, possibly, 90%.
07/29/2019
Hong Kong asset and wealth management AUM reaches $3.06 trillion
The figure excludes assets held under trusts and marks a 5% fall from the previous year.
07/29/2019
DBS Q2 profit jumps 17% to S$1.6b, maintains loan growth forecast
The Singaporean bank's net profit came in at S$1.6 billion in the three months ending June
07/28/2019
Phoenix Financial PR is UK Boutique Media Relations Consultancy of the Year
ACQ5 Global Awards decisions are based on peer nominations, following the receipt of detailed submissions from market participants and extensive year-round research into the markets.
07/26/2019
Where fear of falling interest rates fuels UBS
The mortgage business of banks is threatened with disruption
07/26/2019
Bellevue benefits for the last time from the Six
Assets under management in Asset Management increased 8 percent to 11.7 billion Swiss francs, with net new money totaling 520 million Swiss francs.
07/26/2019
Swiss bank Vontobel posts net profit decline, confirms 2020 targets
“We are committed to our ambitious 2020 targets, although we expect the environment to remain challenging in the second half of the year,” the Zurich-based bank said, pointing to its target of achieving a cost/income ratio of less than of less
07/26/2019
Ameriprise Wealth Profits Rise, Expenses Weigh on Margin
“Our wealth management business is leading the way,” Chief Executive James Cracchiolo said on a conference call with analysts on Thursday.
07/26/2019
Differentiated Wealth Management in India - the Julius Baer Way
“Everyone knows of the growth and outlook for India’s economy and financial markets.
07/26/2019
Cube Wealth announces plans to expand Asset Management Business into Hong Kong
Cube Wealth hopes to solve the problem that foreign investors face by facilitating investment in stock markets by lower income customers through the use of their technology, according to a report by IBS Intelligence.
07/26/2019
Schroders acquires majority stake in leading impact investor
They are a blueprint for the future of our industry and we are delighted to partner together.