12/29/2019
Bankers' pay surges at City's top boutique firms
Average pay at Rothschild was up 57pc to £316,000 for the year to December 2018.
Wealth and Asset Management
12/27/2019
Banks Set for Biggest Job Cull Since 2015 as Morgan Stanley Cuts
Banks in Europe, which face the added burden of negative interest rates for years to come, account for almost 82% of the total.
12/27/2019
Yellow Brick Road takes wealth off-ramp with Sequoia tie-up
Executive chairman Mr Bouris - who founded Wizard Home Loans and has hosted shows including Australia's Celebrity Apprentice and The Mentor - said the wealth sector exit was ultimately driven by a lack of scale and increasing regulation in the wake o
12/27/2019
ING cuts jobs at private banking arm, but growth ambitions are unchanged
All 16 private banking branches will remain open
12/27/2019
Behind UBS' Super-Rich Revamp
The move effectively means that simply being super-rich won't get you the free shmoozing and perks
12/26/2019
Eleven Years in the Making: Breaking Even on JPMorgan’s Purchase of Bear Stearns
James Dimon got a $30 stock for $10. It took 11 years to close the gap.
12/26/2019
These are the 30 best cities to move to in 2020, according to 20,000 expats
The massive expat network InterNations has published a list of the best cities to live, work, and make friends in 2020.
12/26/2019
HSBC Singapore Announces Digital Wealth Management Solutions
In the past two years, HSBC has made significant investments in enhancing its digital capabilities globally.
12/24/2019
CI Financial builds on U.S. wealth expansion strategy with acquisition
In late November, CI agreed to acquire a majority interest in Surevest Wealth Management of Phoenix.
12/23/2019
Wealth boutique boosts team with double Octopus hire
Blackfinch Group has hired Vince Keen and Mo Khan from rival Octopus Investments to join its business development team.
12/23/2019
Mirabaud Asset Management wins large real estate advisory mandate
As adviser to the ultimate buyer, Mirabaud has demonstrated its due diligence, professionalism and its ability to facilitate the execution of a complex transaction in a timely manner, a key challenge in today’s real estate world.
12/23/2019
Global private equity group buys Wealth Manager
The Harwood Board therefore unanimously recommends that shareholders vote in favour of the resolutions relating to the Acquisition.
12/23/2019
UBS sets up research and analysis department
‘I firmly believe that the new GRAC function will create a competitive advantage that will improve our interactions with all our stakeholders and help us to serve them better.’
12/23/2019
Credit Suisse Sacks Ex-Chief Operating Boss
The second instance of spying was organized by Pierre-Olivier Bouée, the former operating chief of Credit Suisse until he left in October for having Khan tailed.
12/23/2019
UBS Reorganization Claims First Casualty
The reorganization has come as a bit of a shock, says one employee of the bank in Asia who did not envisage the changes to the existing structure or Raju’s consequential departure when he spent time with Khan in early November this year.
12/20/2019
Asset Management’s Biggest Winners and Losers Will Be...
Private markets will account for one-third of the industry’s revenue by 2024, according to Casey Quirk. But active equity funds will feel more pain.
12/20/2019
Wealth managers find reasons to be cheerful on global economy
UK and European economies set to turn a corner while Japan looks cheap
12/20/2019
Wealth manager buys Glasgow financial planner in £1.6m deal
Turris Partnership in Glasgow is taken over by UK-wide operator Mattioli Woods
12/20/2019
Kingswood continues US expansion with second strategic acquisition
Formed in 2017, the principals of the firm are Keith Gregg and Derek Bruton.
12/19/2019
Wealth managers are promising business-class service for the masses
Banks, brokers and tech buffs vie to look after common people’s $72trn stash of cash