07/02/2018
Wealth management firm doubles office space with move to flagship scheme
The move is expected to take place in fourth quarter of this year and Investec said the new office will be 60 per cent larger than the size of its current office.
Wealth and Asset Management
07/02/2018
Quilter completes single strategy fund business sale for £583m
The single-strategy unit will currently retain its existing name, while the multi-asset business will continue to be a part of Quilter.
07/02/2018
Nucleus reveals wealth strategy in IPO launch
The business said the value of these products was likely to be critical to smaller operators in both wealth and advice markets as vertically integrated rivals use their scale and reach to enhance margin.
07/02/2018
Northern Trust Delivers New Compliance Monitoring Capabilities
Bringing Enhanced Governance and Transparency to Asset Owners across the Globe
07/02/2018
Commercial Bank Wealth Management And Trust Divisions Rarely Achieve Their Potential
Very often banks make efforts to educate their commercial bankers about their wealth management and trust capabilities.
07/02/2018
Weatherbys triples cash held against bad lending
The year also saw the private bank’s headcount grow from 118 to 137 in 2017.
06/29/2018
Swiss banks' profit up at CHF 9.8 bn; foreign deposits down
The overall customer deposits rose marginally by 1 percent to about CHF 1.8 trillion, despite the dip in money deposited by their foreign clients, according to data released today by the Swiss National Bank (SNB).
06/29/2018
Branches of Rothschild empire settle dispute over family name
Rothschild & Co and Edmond de Rothschild to unwind cross-shareholdings
06/29/2018
Opinion: Making market turbulence work in your favour
With trade wars, declining consumption and simmering political tensions impacting the market, there are still fortunes to be made with the right preparations, writes Martin-Blessing, co-president, UBS Global Wealth Management
06/29/2018
Sasfin Wealth highlights key economic challenges with Paul Donovan
Paul Donovan, UBS Wealth Management Global Chief Economist
06/29/2018
Sir Bob Geldof, Gina Miller and other Prestigious Speakers Share Their Perspectives on How the Finance Industry can Contribute to a Better Society
Mr Krancenblum highlighted that, at SGG, the objective is to create a better society and a sustainable business, two concepts which go hand in hand.
06/29/2018
TISE Wins at Brand Management and Reputation Awards
TISE received the bronze award in the Marketing/Business Development/Public Relations Team of the Year category.
06/29/2018
Nikko AM Asks If China Has Outgrown Emerging Market Class
Since the term emerging markets was coined over three decades ago, almost all the underlying facts about EM as an asset class have changed.
06/29/2018
HP Wealth Management takes holistic view to client assignments
The firm has expanded its capabilities in private markets as well, and more recently boosted its structuring expertise with a high-profile hire in March.
06/29/2018
Swiss asset manager GAM expands to Australia
At the same time, the Swiss asset manager also unveiled plans to move out of its 14-year third-party marketing agreement with Sydney-based Shed Enterprises as part of its Australian expansion strategy.
06/28/2018
Pictet's 213-Year Heritage Up for Grabs?
As ex-Julius Baer boss Boris Collardi adjusts to life as a Pictet partner, what does the star Swiss banker’s move mean for the 213-year-old family partnership?
06/28/2018
UBS reduces CAD exposure amid global trade tensions
The Swiss private bank had opened the position in November last year and said it “enjoyed solid performance until January.”
06/28/2018
HSBC Bolsters Wealth Services
The service will have around 600 lifestyle managers offering services in 26 languages, HSBC said in a statement on Thursday.
06/28/2018
RBC recognized as the Best Private Bank for Digital Client Communication in North America
RBC Wealth Management was recognized based on a combination of initiatives that showcase how technology is transforming its business model, improving client experiences and engagement, enhancing advisor productivity and satisfaction, and driving sustainab
06/28/2018
Investor Confidence Declined in June by 2.1 points to 101.7
Escalating trade tensions across the globe, increasing protectionism, and diverging monetary policy between the major central banks have coincided with more cautious investor positioning.