12/09/2019
Vontobel sells its capital markets division to ZKB
Struder will serve on the supervisory board of Bank Vontobel Europe
Wealth and Asset Management
12/09/2019
Goldman Sachs to offer wealth management from $5,000
Duran said the service will allow Goldman Sachs to create solutions for clients with as little as "$5,000, $10,000 or $15,000" to invest.
12/06/2019
The APAC Balancing Act
For many businesses, staying true to the principles, strategies and decision making that fuelled early growth seems a sensible route to success.
12/06/2019
UBS Weighs Fund Platform Sale in Asset Management Revamp
The Swiss bank has been exploring options for its asset management business over the past year including a merger with Deutsche Bank AG’s DWS.
12/06/2019
Citi Private Bank Issues Outlook 2020: Global Growth Can Endure Over the Coming Year
Citi Private Bank releases its investment themes for 2020
12/06/2019
Why you don’t always get what you pay for with wealth managers
Cheap index trackers are increasingly part of portfolios
12/06/2019
Sanlam partners with the Crafts Council in 2020 to support the Collect Art Fair
The Crafts Council is the country's foremost authority on contemporary craft in all its forms.
12/06/2019
Oak’s managing directors recognised in International Powerwomen Top 100
The ranking recognises women who are power players within the international wealth management community
12/05/2019
UBS Mega-Team in L.A. Joins RBC Wealth
The sources said that despite their large book, the advisors chose not to affiliate with UBS’s private wealth management division for very wealthy clients.
12/05/2019
RBC Earnings Slip Despite Boost from Wealth Management
RBC Capital Markets was hurt by a tough year for dealmaking, with the industry coping with a 15% decline in the value of mergers and acquisitions amid fewer transactions and a 6% drop in equity financings, hurting fee pools among investment banks worldwid
12/05/2019
Schroders plans to eliminate hundreds of jobs to reduce costs
The cuts will affect about 5% of the company's workforce, or at least 200 jobs, one of the people said.
12/05/2019
Schroders ImmoPLUS to acquire two attractive real estate investments for about CHF 450 million
In order to finance the acquisitions, the Fund is considering a capital increase and, as a result, is bringing forward the distribution for the 2018/2019 financial year.
12/05/2019
RBC to ratchet up efforts to turn Ventures users into banking clients
Royal Bank has established ties with 3.2 million Canadians through its apps
12/05/2019
Axis Bank launches private banking platform ‘Burgundy Private’
With the Burgundy Private platform, we plan to tap this huge opportunity and gap in the market, with one of its kind -niche, customized solutions, specifically meant for people who have finite time, but infinite needs
12/05/2019
Reimagining wealth management for the 2020s
The wealth manager of the future will have to focus on holistic wealth preservation, such that their clients are rich in time too
12/04/2019
UBS and Credit Suisse Rediscover Their Clients
Banking With the Ultra-Rich: UBS' Kodak Moment?
12/04/2019
Hong Kong affects back end of Australian wealth management
Of imminent concern is the cyber integrity of the financial infrastructure upon which almost every Australian-domiciled investor relies.
12/04/2019
Wealth management giant acknowledges decade of historic growth ahead for EVs
Merrill Lynch’s investment research points to smart-money bullishness on electric vehicle adoption, with commercial fleets leading the way
12/04/2019
Wells Fargo Investment Institute Releases ‘2020 Outlook: A Call for Resilience’
How to position a portfolio for resilience through a long bull market, slowing global growth, presidential election year
12/04/2019
Moores Rowland acquired by Isle of Man-based trust firm
The company has operated in Monaco since 1976