11/23/2018
BNY Mellon investing in more tech to boost private wealth and institutional business
The company is looking for Java full stack developers to enhance its private wealth management capabilities in New York
Wealth and Asset Management
11/23/2018
Four Strategies for Balancing Charities’ Investment Risks
Misguided beliefs or a small appetite for risks may be the reason some investment committees invest most of their funds in liquid but low-yielding assets
11/22/2018
Moneyball in Switzerland: A Bidding War for Private Bankers
Banque Pictet’s newest partner is bolstering ranks to add assets.
11/22/2018
Deutsche’s asset management arm takes stake in AI start-up
Skyline AI hopes to shake up the property investment industry using artificial intelligence
11/22/2018
Barclays Named “Best Private Bank in Monaco” at the 2018 Global Private Banking Awards
The judging panel awarded Barclays “Best Private Bank in Monaco’ based on its strengths in a number of key areas.
11/22/2018
Citadel says pressure on asset management fees will increase
Most of Citadel's funds are actively managed, particularly the multi-asset solutions that offer currency hedges.
11/22/2018
Fund manager launches HNW advice
An ASX-listed fund manager has officially launched into the high-net-worth advice market.
11/22/2018
Holborn Assets expands with new 15-strong Cyprus office
It is the company’s first foray into the Cyprus marketplace, but one that it expects will be an important base for the company in the coming years, Holborn told International Investment.
11/22/2018
Congratulations! Barclays was named Best Private Bank in Monaco
Barclays was named Best Private Bank in Monaco at the 2018 Global Private Banking Awards.
11/22/2018
Westpac says banks' move into wealth management 'clearly not' a success for customers
Australian Securities and Investments Commission head concedes it might appear ‘too friendly’ with banks
11/22/2018
HSBC Switzerland poaches new head from UBS WM
Prior to working at UBS, Serea spent 14 years at Reuters working in sales and business development, as well as product management.
11/22/2018
Moneyball in Switzerland: A Bidding War for Private Bankers
Banque Pictet’s newest partner is bolstering ranks to add assets.
11/22/2018
14 sports stars in wealth and fund management
Hiring sports stars makes business sense – those at the top of their game are likely to know potential clients at the top of theirs
11/21/2018
Making private bankers more productive
Rapid regulatory developments correlating to costs continues to be one of the biggest challenges for private banks operating in the region.
11/21/2018
Julius Baer Faces Further Client Deleveraging
Most of the negative market impact on AuM occurred in October, when many leading stock markets suffered significant corrections.
11/21/2018
London: Jacob Safra to Build a Tulip
If constructed, it will become another landmark in London City, which already sports a walkie-talkie, a cheese grater and a gherkin.
11/21/2018
Julius Baer to extend cost cuts after profit blow
As a result of the margin decline, the private bank's cost/income ratio rose to 69% for the first 10 months of 2018, exceeding the targeted 64-68% range.
11/21/2018
High-net-worth families surge
Meanwhile, the high-net-worth families which have assets over 100 million yuan expanded 9.9 percent year-on-year to 133,000 households, the report showed.
11/21/2018
Sustainable investing drives £723m rise in Liontrust assets
Chief executive John Ions said the company’s UK Special Situations fund was the fourth best selling fund to UK investors in the third quarter of 2018, and was now £3.9bn in size.
11/21/2018
Carrick Wealth launches ‘pioneering’ programme for advisers
Cape Town-based Carrick Wealth yesterday announced the launch of its Departure Enrichment Agreement (DEA), a programme that it believes will benefit the wider financial services sector.