04/16/2019
Credit Suisse: Iqbal Khan's Gamble
The 43-year-old's name surfaced with the entrance of ex-Credit Suisse banker Romeo Lacher as chairman at Julius Baer, as finews.asia reported.
Wealth and Asset Management
04/16/2019
SEI Welcomes 7,400 Advisor Clients to the SEI Wealth Platform
Landmark Milestone Underscores Strength and Success of SEI's Global Wealth Management Solution
04/16/2019
Northern Trust Asset Management Seeks Minority-Owned Broker-Dealers as Part of Diversity Commitment
Diversity is foundational not only to how we do business, but to how we invest, said Chief Investment Officer Bob Browne, CFA.
04/16/2019
Wealth Management in the Philippines: Opportunities and Challenges in Abundance
They both summarised Allfunds, its digital platform and its relevance for wealth managers in the Philippines and the wider region.
04/16/2019
Kingswood Holdings loss narrows following cost reductions
Gary Wilder, Kingswood's group chief executive, said: "Since Patrick Goulding and I have taken over day-to-day management control at the board's request earlier this year, we have now implemented the significant changes that were originally
04/16/2019
JPMorgan’s FA Ranks, Wealth Management Revenue Grow Slightly
By the end of this year, the company plans to have around 6,500 advisors globally
04/16/2019
Julius Baer International opens office in Belfast
“The office houses relationship managers and wealth planners who understand the local and global markets and are highly respected within the private client community.”
04/16/2019
Credit Suisse aims to take control of China securities venture
China now allows foreign banks to hold controlling stakes in securities joint ventures as a major part of the country’s pledge to ease ownership curbs, especially in the trillion-dollar financial sector.
04/16/2019
Sanlam UK acquires financial adviser and employee benefits firm
“We look forward to working with our new colleagues at Sanlam to grow the business in the North of England and continuing to provide a goal-driven service for our clients.”
04/16/2019
Equilibrium Asset Management sets £1m charity target
Gaynor Rigby, Managing Partner at Equilibrium Asset Management, said: “Giving back is part of the very fabric of Equilibrium – we do a lot of work through the Equilibrium Foundation and always emphasise the importance of charity work to the te
04/16/2019
Notre-Dame fire: Millions pledged to rebuild cathedral
The cause of the fire is not yet clear.
04/15/2019
Investor Groups Attack UBS
Geneva-based Ethos views the 73.3 million Swiss franc ($73.1 million) bonus pool for UBS' top 13 executives as inappropriate given the poor performance of the Swiss bank's stock last year.
04/15/2019
Swiss private bank to receive a license to operate at Abu Dhabi Global Market
This marks the Bank's second location in the UAE, enhancing its presence in the country
04/15/2019
Wealthtech Platform Jitta Aims to Remove the Jitters for Wealthy Thai Investors
For Beacon and its fellow investors to have put that much faith in a start-up speaks volumes for the proposition that Trawut has devised and created.
04/15/2019
Sanctuary Wealth Launches Sanctuary OCIO Solutions
New Division Expands Sanctuary’s Range of Investment Services for Advisors, Their High-Net-Worth Clients, Institutions, and Foundations
04/15/2019
Quilter deal for Lighthouse moves forward as timetable set in train
The current timetable says a court hearing is expected no later than 14 days
04/14/2019
Brewin Dolphin joins fight for Investec
UK wealth manager aims to consolidate position in Ireland with €60m deal
04/14/2019
swissQuant Group crowned with two awards
Emma Crosby from SKY News presented the awards during a glitzy gala black-tie dinner, at the Guildhall in the City of London.
04/13/2019
Venezuela government intervenes at private bank after offshore affiliate closes
It will allow the bank to keep operating, but dividend payments, new investments, and new board appointments will be prohibited.
04/12/2019
The nation’s favourite 20-year-old. Happy Birthday ISA! by Penny Lovell
Brits put their saving into ISAs at a rate of £131,000 a minute between 2017-18 – a healthy total of £69 billion, that spares individuals an average of 2.9 billion a year in income tax.