12/11/2018
Lombard Odier offers sustainable market neutral fund
Fund manager Arnaud Langlois joined Swiss fund house in February
Wealth and Asset Management
12/11/2018
UBS AM and APG join to target Japanese residential market
The club will undertake a primarily build-to-core investment strategy with some allocation to the re-positioning of income-producing operating assets, it said.
12/11/2018
A Sudden Windfall: BMO Wealth Management Report Reveals a Shift in Canadians' Financial Priorities After Receiving Wealth Unexpectedly
While the sudden acquisition of wealth can be exciting, it is important to remain calm and think about how a windfall will influence your financial goals.
12/10/2018
Franklin Templeton sets eyes on retail boost regionally
Asset manager had $717.1 billion of assets globally in 2018
12/10/2018
point launches FX solution for wealth managers
.point is chaired by a popular figure in the world of wealth management - one John Elder.
12/10/2018
Ascot Lloyd buys rival adviser firm
Ascot Lloyd will take control of three new offices in the region: Wolverhampton, Nuneaton and Bromsgrove.
12/10/2018
Ravenscroft expands into Monaco
This is incredibly exciting news for Ravenscroft
12/09/2018
Julius Baer in talks with Santander over Venezuela business: sources
Last month, another source told Reuters on condition of anonymity that Santander was talking to Julius Baer about taking over some of the Swiss bank’s clients in Venezuela.
12/07/2018
Sanctuary Wealth Partners Expands Its Elite Roster of Independent Advisors
Sanctuary is delighted to expand our exclusive Advisor network in Ohio with the addition of 3 Seeds Wealth.
12/07/2018
RBC Wealth Management - U.S. launches Client Risk Prevention Division
The firm is also the first in the industry to sponsor SIFMA's Senior Investor Protection Toolkit, aligning with its efforts to advocate for vulnerable and aging clients
12/07/2018
Equiom scoops two nominations in top industry awards
The winners are selected through a mix of public voting and judging by a panel of industry experts.
12/07/2018
ANZ Bank is reassessing the sale of its wealth business to IOOF
APRA’s move to impose additional licence conditions on IOOF may have implications for the ANZ Bank’s sale of its wealth business.
12/07/2018
Big Investor Ramps Up on UBS
UBS has a new big investor. The shareholder is well-known and recently dropped its investment in Credit Suisse.
12/07/2018
Charles Stanley takes on clients of collapsed wealth manager
Clients were given three months to consider the offer or transfer their assets elsewhere.
12/06/2018
Denali hand-picks best asset management solutions for UHNWIs’ distinct investment needs
Denali envisions sustaining a compound annual growth rate of at least 30 per cent in the next five years
12/06/2018
Barclays to Keep Swiss Private Banking Growth Momentum in 2019
Barclays, which has around 300 employees across private and investment banking in Switzerland, plans to add six to 10 relationship managers, the money-earners who attract and serve customers in wealth management, in the year ahead.
12/06/2018
The anatomy of a top-performing wealth management firm
How the fastest growing and most successful firms are leveraging technology to drive bottom line results
12/06/2018
Truman Wealth Advisors joins Equita platform
Because Equita was created by women business owners whose individual financial planning firms are also on the platform, I was confident that outstanding resources were chosen.
12/06/2018
Former Soros manager to run Schroders liquid hedge fund
Robert Donald spent four years at George Soros’s hedge fund-turned-family-office
12/06/2018
Nervous Italians see Swiss vaults as safe haven for their cash
Franco Citterio, head of the banking association in the Italian-speaking southern Swiss canton of Ticino, has also noticed the trend.