09/03/2019
Credit Suisse and Qatar Expand Middle East JV
The deal comes as a further boost for the ties between the Swiss bank and the Qatari investors.
Wealth and Asset Management
09/03/2019
Wealth manager eyes further acquisitions
Reduced client fees by £3.1m
09/03/2019
Greece Sotheby's International Realty Launches Art De Vivre
Greece really is a treasure chest in the heart of the Mediterranean
09/03/2019
Fairstone Group sees 50 per cent growth in recurring income
This solid performance across the key metrics of the business is further bolstered by new half year figures for 2019, which show continued momentum.
09/03/2019
Liechtenstein private bank boosts advisory services
According to the institution’s half-year results, the firm has also invested in digitalisation, which resulted in a 6.5% increase in operating expenses, compared with the previous year.
09/02/2019
Pictet targets Asia as wealth managers battle for ultra-rich
New senior partner Renaud de Planta says headcount and revenues set to double in region
09/02/2019
Deutsche Bank Hires Head of China Onshore Wealth Management
The bank’s persistent hiring drive recently included the addition of three ex-Julius Baer bankers covering the non-resident Indian segment.
09/02/2019
Young women clients demand greater transparency from ‘off-putting’ wealth management
A study from Netwealth on women's attitudes to wealth concludes the industry must up its game to appeal to a new demographic of clients
09/02/2019
Geneva boutique launches new sub-fund
The spreads are as good as the yields
09/02/2019
Geneva boutique launches new sub-fund
Companies issue these kinds of bonds to avoid issuing equities and impacting shareholders in a negative way.
09/01/2019
Kleinwort courts young mums in hiring drive
Kleinwort Hambros has launched a career returners programme, in a bid to attract professionals who have had a career break of two or more years.
09/01/2019
Julius Baer decides to keep Kairos after strategic review
Between the start of the strategic partnership in June 2013 and 30 June 2019, Kairos’ assets under management more than doubled to over EUR 9 billion.
09/01/2019
Old school wealth managers bulk up for leaner times
Tilney’s buying spree is also a fight for survival
08/30/2019
Hargreaves admits 'frustration' with Wealth 50 pick M&G Recovery
Over the last 10 years the fund has returned just 49%, the worst record of any of the 180 funds in the Investment Association's UK All Companies sector and less than half the 122% return from the FTSE All-Share.
08/30/2019
Deficient Banque Cramer pays big dividend
Banque Cramer is 100 percent owned by the investment company and is the sole holding company in it.
08/30/2019
Julius Baer Braces for «Ideas Guy» CEO
The former consultant acknowledged to finews.com that he isn’t well-known to shareholders.
08/30/2019
Clients would leave adviser over value for money concerns
We, as an industry, must demonstrate value and give investors confidence in the actions we take and decisions we make.
08/30/2019
Standard Chartered in Hiring Push to Grow Private Banking
Hitting $100 billion can give us credibility internally, help us to attract talent, Standard Chartered’s global head for private banking and wealth management, Didier von Daeniken, said in an interview.
08/30/2019
YBR to remediate wealth clients
According to ASIC, fee disclosure statement obligations require advice providers to give retail clients with ongoing fee arrangements an annual statement setting out fees to be paid and services they are entitled to receive.
08/29/2019
Wealthier Southeast Asia means more opportunities for investors
As region becomes more prosperous, international firms are seeing more opportunities in mutual funds and private banking