07/24/2019
HSBC Bank Announces Partnership Expansion to US with Women’s Network
The expansion comes after a successful collaboration for the series in London.
Wealth and Asset Management
07/24/2019
Butterfield Q2 Earnings Surpass Estimates
The core return on average tangible common equity1 for the second quarter of 2019 was 24.6%
07/24/2019
Record funds under management at Rathbone Brothers
The UK wealth industry continues to present positive opportunities for future growth which we will actively pursue.”
07/24/2019
Brooks Macdonald assets hit £13.2bn
In the period, the Group reached a settlement agreement with the Dublin-based fund company that formed part of the previously disclosed Channel Islands legacy matters.
07/24/2019
UBS loses 248 advisers in the Americas over past year
Meanwhile adviser annual productivity reaches new peak of $1.35 million
07/24/2019
UBS to increase wealth management presence in France
UBS La Maison de Gestion currently has €5 billion in assets under management and was created as part of the merger of French asset management subsidiaries of UBS (UBS Asset Management France) and of Banque Leonardo (OCEA Gestion) in 2017.
07/24/2019
Deutsche Bank posts $3.51 bn loss on restructuring costs
This, combined with our solid capital and liquidity position, gives us a firm foundation for growth.
07/24/2019
Wealth management M&A activity at record clip in first half of the year
RIA transactions were up 49 percent from the first half of 2018, and assets transacted increased 55 percent.
07/24/2019
Wealthy Americans are increasingly willing to invest, new UBS survey finds
The survey, which polled more than 3,800 wealthy investors and entrepreneurs in 17 countries, also shows US investors remain positive on the U.S. stock market but continue to rank politics and the national debt as top concerns.
07/24/2019
Wealth planning - the super-rich are not spared
Wealthy families grapple with a host of issues arguably more complex than those facing individuals of modest means
07/23/2019
Morgan Stanley Embraces The Cloud For Client Document Storage
The firm's wealth management division partnered with Box to launch a client-facing encrypted document sharing portal.
07/23/2019
Next Gen: James Carrick, Brewin Dolphin
This week's Next Gen feature sees James Carrick, investment management assistant at Brewin Dolphin detail his investment hero, his best and worst investment decisions and the biggest challenge facing wealth management in his eyes.
07/23/2019
UBS reports best second-quarter in nine years but warns against ‘sharp drop’ in interest rates
The Swiss-lender announced that this is the highest second-quarter net profit since 2010.
07/23/2019
JTC First Half In Line With Expectations
We have built on the results delivered in 2018 and carried good momentum into the first half of 2019
07/23/2019
UBS posts highest quarterly net income in almost a decade
In the second quarter we achieved the highest 2Q net profit since 2010 and an improvement on an already strong 2Q18.
07/22/2019
James Coney: St James’s Place is a money-making machine – for itself
You can spend your time getting your handicap down at the golf course, or choosing what colour Porsche to buy, while the charges mount up to the magic million.
07/22/2019
Julius Baer first half adjusted net profit slumps
Strong recovery in net profit after challenging second half of 2018 – Cost-reduction programme on track
07/22/2019
HSBC Private Banking Boosts Philippines Coverage
HSBC Private Banking continues its hiring drive in Asia with the addition of three relationship managers focusing on the Philippines high-net-worth segment, both in on and offshore locations.
07/22/2019
Phoenix Financial PR shortlisted in Money Age Awards
That's awesome.
07/22/2019
Are You Concerned About Being Exposed to Unnecessary Wealth Taxes?
In cases where a tax charge arises in more than one country, the country in which the asset is located will (subject to any tax treaty rules) have ‘first’ taxing rights.