05/24/2019
Julius Baer assets hit record as money inflows pick up
After a soft start to the year, net new money growth accelerated towards the end of the period
Wealth and Asset Management
05/24/2019
Do your children like your wealth manager?
Many managers struggle to relate to the younger generation
05/24/2019
Credit Suisse strategy head nominated to lead banking association
He has held his role as vice chairman of the ZBV since 2015.
05/24/2019
Credit Suisse Makes it Rain
Credit Suisse CEO Wins Pay Hike
05/24/2019
South Africa’s Old Mutual suspends CEO after ‘breakdown in trust’
Moyo’s suspension comes just under a year after the listing of Old Mutual Ltd following the disentangling of the 173-year-old group’s conglomerate structure last year.
05/24/2019
George Soros Buys Stake in Troubled Asset Manager
Soros bought the stake after shares of GAM had lost almost three quarters of their value following the suspension of star fund manager Tim Haywood.
05/24/2019
Lighthouse and Quilter advisers look to exit
The £46.2m deal will see the formation of an advice giant as big as rival St James's Place as Lighthouse's 400 advisers join Quilter's network Intrinsic, bringing total adviser numbers in the business to 3,900.
05/24/2019
International rugby player trains to be financial adviser
He came to the UK when we was 25 and said he was "completely unaware" of Isa and pension allowances and, although he did invest in property, he said he "wasn’t as shrewd as maybe I could have been".
05/24/2019
UBS Sets its Sights on China
The bank saw strong growth in Asia, with record net new money inflows of $16.3 billion in the first quarter of 2019
05/23/2019
Fine-tuning the insurance needs of the wealthiest in Singapore
Sean Goh wants to deepen the penetration of specialized insurance products and services to the HNW market, which has high growth potential
05/23/2019
First rule of Geneva private banking: Don't live in France
"Obviously there are some security reasons," Yves Mirabaud, chairman of the Association of Swiss Private Banks, said in an interview.
05/23/2019
Lombard Odier’s Lee Wong on Future-Proofing the Private Banking Model in Asia
In this, the second of two recent discussions with Hubbis, Lee looks under the hood of the concepts behind her role and explains what the bank is doing to achieve its goals.
05/23/2019
Ultra HNIs are directly investing in startups
Kotak Wealth Management, which identified many of these opportunities of direct investments, said more and more UHNIs are investing in unlisted firms swayed by higher returns.
05/23/2019
UBS: Following Julius Baer's Example?
Since Chief Executive Sergio Ermotti cut the investment bank to size in 2012 and turned it into a support unit for wealth management, UBS remained adamant that a global wealth manager had to run a global investment bank.
05/23/2019
Wealth Management fintech Finnomena aims to educate Thai investors
Sookdhis noted that the Thai financial technology sector has a major role to play and has recently seen the emergence of new startups that are trying to disrupt the conventional financial industry.
05/23/2019
JB becomes first Swiss bank to back UN responsible banking initiative
The principles are currently supported by 55 banks around the world
05/23/2019
Zurich WM CEO: clients are cutting back on US exposure
Macro-economic indicators don’t point towards US growth slowing down.
05/23/2019
Here’s the 1st rule of Geneva private banking — don’t live in France
“Obviously, there are some security reasons,” Yves Mirabaud, chairman of the Association of Swiss Private Banks, said in an interview.
05/22/2019
Sanlam Global High Quality Strategy exceeds £1 billion in Assets under Management
The success of the fund has been recognised through an array of prestigious industry awards.
05/22/2019
Aviva Investors' £1bn fund manager loads up on SJP and Schroders
SJP accounted for 3.12% of the fund and Schroders 2.2% at the end of April.