02/06/2019
WH Ireland warns higher costs may dent profits
WH Ireland said: "Market conditions continue to be challenging, affecting both divisions of the company.
Wealth and Asset Management
02/05/2019
Julius Baer Revamps Tech Arm
The Zurich-based wealth manager has invested more than $1 billion in improving its technology since 2014.
02/05/2019
Half year growth for wealth management giant
While there remains uncertainty around Brexit it will continue to impact markets and consumer confidence.
02/05/2019
The five best reasons to launch an offshore business
Here are the five best reasons to launch an offshore business.
02/04/2019
Busting the millennial myth
Perspective: New research challenges the widely held view that millennials are genuinely different from previous generations
02/04/2019
Global asset manager troubles set to continue
Judging by their investment habits and attitudes to money, they're also more skeptical of financiers and traditional investments.
02/04/2019
Julius Baer Group: Presentation of the 2018 full-year results
Our updated financial targets underscore our long-term ambition to pursue sustainable and profitable growth, and to deliver attractive capital returns to our shareholders.
02/04/2019
Rothschild takes on corporate brokers with new unit
Move comes as companies try to deal effectively with more vocal investors
02/04/2019
Geneva WM to launch wealth transfer programme
Families can choose to take either the whole course or just one of the modules.
02/04/2019
Quilter soft launches fund platform with employee cash
Quilter's long-running replatforming project has reached a ‘big milestone’ with the company now beginning the soft-launch point of the migration project. This soft launch will see Quilter’s staff testing the functionality of the n
02/04/2019
Vistra Completes Rebrand of US Global Growth Expert
Vistra Completes Rebrand of US Global Growth Expert Radius
02/01/2019
Ameriprise Commits to Wealth Management Growth After Flat Hiring Year
Ameriprise’s Columbia Threadneedle asset management division lost assets during the quarter due to equity market depreciation that prompted clients to withdraw $4.7 billion.
02/01/2019
Schroders acquires independent Asian wealth manager
The financial terms of the acquisition are not disclosed. The transaction is expected to complete in Q2 2019.
02/01/2019
Kingswood Holdings swoops on Oxfordshire based advisor
The company is paying £3.3mln in two tranches for Thomas & Co, which has 500 clients and £150mln of assets under advice
01/31/2019
Quilter buys another two advice firms
The firm’s financial planning director, Nick Heys, will stay with Quilter as a financial planner.
01/31/2019
UBS bets on investment banking, wealth tie-up in bid for growth
Prior to taking on the bank's regional leadership in wealth management last year, Novakovic headed the Zurich-based lender's Swiss investment banking and corporate client businesses
01/31/2019
Hart Pacific to Open an office in Singapore Within 2 Years
Singapore is uniquely placed to become a major fixed income hub in South east Asia
01/30/2019
Santander Puts UBS on Notice
Santander had long been a key client of Orcel
01/30/2019
2019 Wealth Management Trend Watch By Kendra Thompson
A rich hybrid experience is emerging, with more sophisticated digital tools available for advisors.
01/30/2019
Zurich boutique announces 2018 preliminary results & board changes
At the 2019 Annual General Meeting, the currently serving directors Veit de Maddalena, Daniel Sigg and Rupert Hengster will be standing for re-election and Katrin Wehr-Seiter and Urs Schenker will be proposed for election as new members of the board.