03/14/2019
Brooks Macdonald funds fall but profits rise after cost-cutting
At the beginning of 2019, Brooks formalised a “streamlining” plan that will see 50 jobs be cut.
Wealth and Asset Management
03/14/2019
China Renaissance and LGT Bank Establish Partnership
We at LGT are very excited to partner with China Renaissance
03/14/2019
Australia's CBA suspends $4b wealth management spin-off
CBA is spending A$1.46bn on refunding customers and remediating issues linked to misconduct, with A$1.2bn of this related to its wealth businesses.
03/14/2019
An interview with Eimear Toomey, Director of Client Relations at Sustainalytics
At Sanlam ESG considerations are at the forefront of every investment decision we make on behalf of our clients, and that wouldn’t be possible without the help of our ESG research provider Sustainalytics.
03/13/2019
Ora Citron Private Wealth Management merges with The Diamond Group
“We have known each other for several years and admire how similar our values and the processes that we both use to serve our clients.”
03/13/2019
Quilter clients in 'wealth preservation mode' as Brexit looms
Has plan in place to mitigate Brexit impact
03/13/2019
Swiss Banks Walk Tightrope in India
Credit Suisse and Goldman Sachs have huge onshore teams in India
03/13/2019
Swiss Private Banking and the Need to Reinvent
It showed how strongly Swiss private banks that used to concentrate on pure wealth management have already re-calibrated their business – not least because margins are narrowing in private banking, making new sources of revenue more than welcome.
03/13/2019
deVere CEO: A Second Brexit Vote Is The Only Credible Solution To End Gridlock
This evening MPs will decide whether to accept the Brexit deal struck by Prime Minister Theresa May
03/13/2019
UBS Wealth launches high income strategy
Aimed at Asia wealth management clients, the multi-asset portfolio promises monthly distributions, according to the firm’s executives.
03/13/2019
Union Bancaire Privée to launch new thematic strategy
UBP says strategy will involve investment in 15 top-performing thematic funds
03/13/2019
De Rothschilds Taking Swiss Bank Private to Prep for Growth
Edmond de Rothschild (Suisse) will be delisted in Zurich
03/13/2019
AL Wealth Partners' Anthonia Hui: 'Her Conscious Way' of Wealth Management
Neither Hui nor her firm is driven by growth for growth’s sake, nor are they single-minded about wanting to cash out to a third-party buyer.
03/13/2019
EFG increases profitability and raises dividend
EFG announces its 2022 strategic plan to deliver profitable growth with effective capital deployment.
03/13/2019
Nikko AM opens first office in Germany
The firm has been expanding its product offering in Germany over the past three years to meet growing client demand.
03/13/2019
EFG to Acquire Majority Stake In Financial Service Provider
Strong potential to further capture growth opportunities in the Asia Pacific region Australia presents an attractive macro environment with a stable regulatory framework.
03/13/2019
Unigestion opens new Düsseldorf office
Florian Rehm, Head of Institutional Clients for Germany and Austria, will lead the office.
03/13/2019
Reuss Private expands with new office
The new office will also be able to provide wealth management services.
03/13/2019
Sanlam UK Secures PAM Award for ‘Investment Performance: High Growth Portfolios’ for Second Year Running
The PAM Awards are so much more than just an awards ceremony.
03/12/2019
AllianzGI reveals growth plans for LatAm wealth market
The input that I was receiving... was you need to be local.