07/25/2018
Consolidator buys London advice firm
Progeny surpasses £1bn in assets under management with the deal, which is part of its “acquire to hire” expansion strategy looking to expand in London and the South East.
Wealth and Asset Management
07/25/2018
Butterfield Reports Second Quarter 2018 Results
Results for the second quarter of 2018 included a release of provision for credit losses of $0.5 million compared with a release for credit losses of $1.9 million in the previous quarter and a provision for credit losses of $0.5 million in the second quar
07/25/2018
Transition planning for HNW families in the new era of compliance and transparency
Whatever the asset – whether financial, collectible or property – the transition of such assets from the founder to the second generation and beyond, or from spouse to spouse, or to other members, is an area fraught with difficulty.
07/25/2018
Deutsche Bank Second-Quarter Net Income Down 14%
These results were achieved against a backdrop of accelerated implementation of strategic measures announced by the new management team at the beginning of the quarter.
07/25/2018
How wealth managers in Asia can build smarter portfolios
A Bloomberg study recently highlighted that by 2020 the money managed under passive products will overtake the money managed under active products.”
07/25/2018
Rathbone Brothers lags growth targets despite 64% jump in profits
The first half of 2018 has been a busy one for Rathbones
07/25/2018
EFG Back in the Black
EFG continues to deliver on its strategy and to strengthen its competitive market position.
07/25/2018
Brewins reports record quarterly income
Brewin Dolphin announces a quarterly trading update
07/25/2018
Swiss expat group turns up heat on banks
Gysin does not mince his words criticising both the banking sector as well as the government.
07/25/2018
Schroders in talks to join UK fintech body
Talks confirmed just days after the asset management sector set up a fintech accelerator
07/24/2018
Singapore banks turn to China's wealthy to offset slumping stock markets
Guha noted that different products appeal to wealth management clients at different points in the market cycle.
07/24/2018
Is UBS a Takeover Target?
A low share price increases the danger of a company becoming the victim of a takeover, as has been shown in the past.
07/24/2018
BNP Paribas AM launches UK private debt fund
Access to lending market for smaller businesses
07/24/2018
‘Suspicious wealth’ bought £4.2bn of London property
Criminals will have fewer places to hide their dirty money after the UK announced a world-first public register that will force foreign companies owning UK properties to reveal their ultimate owners.
07/24/2018
Regulation and client demands driving structural change in private banking
De Boer then focused on what he calls the journey for wealth management providers from execution only to discretionary in Asia.
07/24/2018
‘Omotenashi’ at the heart of Nomura’s wealth management
The wealth management team is part of Nomura’s retail division, and specialises in providing personalised services to HNW clients in Asia
07/24/2018
Charles Stanley FUMA increases 4.6% in Q2
Discretionary service performed well
07/24/2018
1MDB-tainted Falcon bank taps new market in Switzerland's 'Crypto Valley'
Falcon Bank and Liechtenstein's Bank Frick are among a very limited number of the 150-plus private banks in Switzerland and the neighbouring duchy that have begun offering clients a direct way to invest in the volatile asset class.
07/24/2018
Julius Baer Falls as Asset Growth Slows to Three-Year Low
The 2018 Half-Year Results For The Julius Baer Group
07/24/2018
Maitland Appointed by Brewin Dolphin as ACD and Fund Administrator
It is fantastic that Maitland have been chosen to implement this new structure for Brewin Dolphin