01/16/2019
Banque Cramer acquires Ticino asset manager
The transaction will deploy its effects retroactively as of 31 December 2018.
Wealth and Asset Management
01/16/2019
SJP academy celebrates selection of 100th wealth adviser
So far 35% of candidates have come from other careers with most having no financial services experience.
01/16/2019
Citi rolls out wealth management hub in Abu Dhabi
The Citigold clients are affluent individuals with investible assets of $200,000 (£155,000, €175,000) and above.
01/16/2019
Credit Suisse Off the Hook in U.K.
The move takes pressure off Credit Suisse, which has found itself mired in scrutiny over the deals.
01/16/2019
Brooks Macdonald launches Responsible Investment Service on platforms
Brooks Macdonald continues to expand its pipeline of growth opportunities through further product proposition development, broadening adviser relationships, and identifying opportunities in new or under-served client segments.
01/15/2019
8IP signs on Sanlam Private Wealth
Sanlam Private Wealth previously acquired 40% of 8IP
01/15/2019
Wealth in the UK Market Demand and Future Growth 2019
The report uses findings from Publisher's 2018 Wealth Managers Survey and 2018 IFA Survey.
01/15/2019
ZEDRA adds new Zug office to Swiss network
It is expected that the three offices will work closely together, with company registration, accounting and legal services all eventually available from the new location.
01/15/2019
JPMorgan Misses Q4 EPS by 23c
Dimon concluded: “In 2018 we accelerated investments in products, services and technology to help our employees, customers and communities.
01/14/2019
PE Panorama: Private equity lures family offices and the wealthy
A separate set of figures shows why all these entities are keen to convince family offices and HNWIs that private equity is a juicy opportunity.
01/14/2019
Counterpart deal for Wealth Management firm
The initial consideration for the acquisition is £900,000 in cash, funded from AFH's existing cash resources.
01/14/2019
Credit Suisse launches share buyback programme
The buyback programme is an effort to reward Credit Suisse shareholders who had been with Thiam during the revamp.
01/14/2019
Investec letter leaves deposit door ajar
The bank wrote to all of its Irish depositors last week confirming that all deposits held in their Investec account - along with any performance return - will be transferred to them on March 8.
01/14/2019
UBS named best private bank in Asia Pacific and Hong Kong for 2018
The hotly contested Asian Private Banker Awards for Distinction attracted over 160 submissions
01/14/2019
CreditEase Wealth Management Wins Four Awards
CreditEase Wealth Management is committed to becoming a long-term partner to our HNWs in terms of investment, quality of life, succession, education and philanthropy, and providing all-round services in all these areas.
01/13/2019
Banks Fret Over Prospects
Banks in Switzerland don't have it easy: negative interest rates are eating into their profits, the Swiss housing market is in a froth, and digitization threatens to wipe out entire business areas once dominated by financial institutions.
01/11/2019
Deutsche Bank Must Pay Cum-Ex Bill, Warburg Says in Lawsuit
Lawsuit is latest legal front in expanding scandal over Cum-Ex
01/11/2019
Fund managers count cost of December’s stock market fall
UBS analysts called the period “one of the worst quarters in recent years for European asset managers” as it lowered earnings per share forecast for a basket of fund stocks.
01/11/2019
Chinese growth is more of a concern than the American economy right now, private bank says
As for how markets will react to the continued trade war gyrations, Brill said to expect more "swings."
01/11/2019
Partnership promises new wealth-management business model
Foundation Wealth said it is partnering with Purpose Advisor Solutions (PAS)