11/27/2019
Asset and Wealth Management Embraces Fintech Says Deltec Bank
It began with the rise of the bot advisor.
Wealth and Asset Management
11/27/2019
Richest of Rich Are No Longer Holy Grail for Credit Suisse
A spokeswoman for the bank, who originally declined to comment, said that Credit Suisse focuses primarily on client needs rather than the size of assets when determining which unit they are served by.
11/27/2019
Upside for Credit Suisse as Europe reaches turning point
The Swiss global bank is well positioned to ride any recovery, as highlighted by reassuring third-quarter results in October.
11/27/2019
Fairstone buys West Lancashire adviser
Instead, Fairstone takes a stake in an advice firm before integrating it and then purchasing it.
11/27/2019
Scotiabank’s Wealth Drive Pays Off With Boost to Earnings
The country’s Big Six lenders are expected to post adjusted earnings growth of 4% for the period, the median of estimates compiled by Bloomberg Intelligence.
11/27/2019
How to enhance M&A deal value in the wealth and asset management sector
The wealth and asset management sector is undergoing unprecedented levels of change driven by evolving demographics and customer expectations, ongoing technological disruption and globalization.
11/27/2019
HSBC Targets Singapore's «Salaried Millionaires»
This evolving Singaporean strata is not just focused on becoming wealthier but in experiencing life,» said Alice Fok
11/27/2019
Butterfield Bank’s Schrum receives accolade
The awards are given to inspiring financial leaders across a wide range of business sectors around the globe who continuously deliver outstanding results for their respective organisations and whose hard work, innovation and vision is worthy of recognitio
11/27/2019
Brewin funds hit £45bn despite drop in discretionary flows
Results for year to 30 September
11/27/2019
Bringing Wealth Startups
Startup hubs and incubators have proliferated, and with it have come firms developing new, potentially life-changing ideas.
11/27/2019
HSBC Private Banking Sees Double-Digit Asset, Revenue Growth on Asia Boost
With higher economic growth, rapidly rising wages and a thriving entrepreneurial ecosystem producing rich clients at a pace faster than the West, Asia has emerged as the main battleground for global wealth managers.
11/27/2019
HSBC Singapore adds experiential offering for ultra-rich clients
In addition, Jade is also launching Jade Passport to extend HSBC’s international connectivity and network to customers in mainland China and Singapore
11/26/2019
FinanceMalta sponsors private wealth events
The Asian Wealth Solutions Forum was a great opportunity for delegates to share best practices, network and meet peers, learn new thinking and explore the latest trends from our inspiring and insightful speakers.
11/26/2019
Euromoney to buy Wealth-X
The acquisition is expected to enhance group revenue growth and be earnings accretive for Euromoney in its current financial year and deliver a ROI above its WACC in the first full financial year.
11/26/2019
Joined-up thinking: Meet the team leading HSBC’s HNW offering
HSBC Private Banking’s collaborative culture creates ‘a virtuous loop’.
11/26/2019
VP Bank: Building Size and Capability to Seize the Opportunities in Asia
Together, they articulated the VP Bank proposition and explained how the bank is adroitly adapting its business model to seize the plentiful opportunities that lie ahead.
11/25/2019
How to choose a wealth manager
With the rise of digital investment solutions, knowing how to choose the right wealth manager for you can be a confusing and uncertain process
11/25/2019
Prometeia: Risk Specialist Enters Swiss Market
The data component of PFTPro Suite provides an up-to-date, sophisticated risk and financial analytics data feed for single instruments and portfolios.
11/25/2019
UBS adds Asian stocks to its wealth management portfolio in hope of 2020 upturn
The financial services group’s forecast also noted that thawing US-China relations, with a partial trade agreement described as “increasingly likely”, would further fuel any rebound.
11/25/2019
KBL: What Jürg Zeltner and the Kataris are really up to
The plan is to bring several dozen such "partners" on board; Zeltner floats into a kind of second Pictet , as he has already dropped in conversation.