06/20/2019
Wealth management firm snaps up Eastern Counties counterpart
The acquisition is part of Brown Shipley’s growth strategy to add further scale and unlock additional regional opportunities.
06/20/2019
Traditional private bankers are used to the human touch, and some may find it challenging to accept what technology can offer.
06/20/2019
At least one Chinese client dropped UBS from a bond deal and traders at some asset managers stopped dealing with the bank
06/20/2019
Switzerland’s wealth managers discuss what makes them unique.
06/20/2019
How tech opens doors for better wealth management
Building on past studies, The Next Generation Wealth Manager draws from a survey of 305 high-level executives at investment banks and private banks, as well as 105 high-net-worth individuals.
06/19/2019
Bank sees many investment opportunities despite complex landscape
06/19/2019
The survey polled 750 people with investible assets of at least $1 million; 261 Republicans, 261 independents and 218 Democrats.
06/19/2019
People get spooked when they see their portfolios drop and those already living off their retirement savings are even more jittery than young people, Anne Lester, head of retirement solutions at J.P. Morgan Asset Management, told Yahoo Finance’s On
06/19/2019
Bitcoin recently hit a year-long high, and is currently showing stability above the $9000 mark, while sister currency Litecoin has also been soaring.
06/19/2019
The business will offer family office and investment advisory services as well as engage in club deals.
06/19/2019
In October 2018, InvestLab announced a partnership with Zurich-based fundinfo to collect and centralise data from asset managers.
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).