10/15/2018
Wealth managers who really earned their fees (and how they did it)
He’s been the shining light but there have been a number of them.”
Wealth and Asset Management
10/15/2018
Schroders third-quarter assets buoyed by institutions as retail demand falters
Unlike its peers, Schroders does not disclose how its assets under management were impacted by market moves or the decision of clients to invest or withdraw their cash.
10/15/2018
JPMorgan reports rise in Q3 wealth income
The division’s net revenue for the quarter ended 30 September 2018 was $3.56bn, up 3% from $3.47bn in the corresponding quarter last year.
10/14/2018
Billionaire brothers bid for Santander HQ in Madrid
The Reubens, who were ranked fourth in this year’s Sunday Times Rich List with a fortune of £15bn, are competing against the bank itself, which wants to buy back the costly lease, and the private equity firm AGC Equity Partners.
10/14/2018
Queen’s disgraced banker turns up too!
Harry Keogh, 57, left Coutts this year after allegations he made lewd comments
10/14/2018
PBI Global Awards winners announced
BNP Paribas made a string of major new hires in its North Asia division this year.
10/12/2018
Rockefeller Capital Management Acquires Greer Anderson Capital
The most recent development for the firm as it continues to grow in all areas of its business.
10/12/2018
Weatherbys doubles up in Scotland as personal touch pays off
The bank, which is headquartered in Wellingborough, Northamptonshire, recently appointed Jacqui Low to its advisory board as part of its Scottish growth plans.
10/12/2018
Man Group reports asset growth
Investment performance in the quarter was mixed with strong absolute and relative performance in our momentum and discretionary long only strategies but weaker relative performance in our discretionary alternative and systematic equity strategies.
10/12/2018
JP Morgan Chase earnings rise 24 percent in third quarter
Investors will carefully analyze results from JPMorgan and other big banks
10/11/2018
Talent crunch cracks Singapore's wealth management scene despite hefty bonuses
The risk is an increased demand which would make this a candidate driven market.
10/11/2018
Step into China’s future with UBS Asset Management
China is stepping into a new era.
10/11/2018
Hargreaves Lansdown assets up three percent on inflows, market moves
The past quarter has seen an uncertain market environment and weak investor sentiment resulting in an industry-wide slowdown in net retail flows.
10/11/2018
Credit Suisse Gives Loan to $209 Million London Home Owner
Deal involved investor Nick Candy refinancing, Times reports
10/11/2018
Rockefeller Brothers Fund President to Receive Philanthropy’s Highest Honor
Heintz, one of the sector’s premier leaders on democratic institutions and civil society development, will deliver an address on the state of philanthropy in civil society as part of the November 28 ceremony at the National Museum of Women in the Ar
10/11/2018
PAM appointed by Strabens Hall to manage core portfolios
PAM invests across the asset management spectrum utilising active, passive and smart beta strategies. Portfolios are constructed using two complementary approaches, built to work together.
10/11/2018
Wealth Management Services with Chinese Characteristics
CITIC Securities Brokerage (HK) Limited (“CITIC Securities Brokerage HK”) has recently launched CITICS Plus, an integrated Wealth Management (WM) platform that helps the growing class of Chinese high net worth investors achieve diversification
10/11/2018
MobiKwik to enter wealth management with Clearfunds acquisition
MobiKwik’s 107 million plus customers will soon be able to start saving in mutual funds seamlessly from their MobiKwik app in just a few clicks.
10/10/2018
DBS’s Bancassurance business makes strides with digital transformation and serves its customers better
Singapore’s DBS Bank has been successfully building its regional footprint across Asia and at the same time implementing a dramatic digital transformation.
10/10/2018
Credit Suisse Thins Management
As a result, the bank's long-standing head of developed and emerging Asia, Alex Wade, will leave.