06/28/2018
Julius Baer Bankers Defect to Swiss Rival
The move is remarkable in several ways: Patrick Feuz and Jean-Marc Fellay are the Julius Baer's top Bahamas executives.
Wealth and Asset Management
06/28/2018
EMM Wealth: A ‘50-Year-Old Startup’
Not resting on its laurels, the New York RIA builds for the future, starting with its people.
06/28/2018
Bordier UK is 'Wealth Manager of the Year 2018'
Presented at a glittering gala dinner at The Grange Tower Bridge Hotel in London last evening
06/28/2018
ABN AMRO finances offshore diamond dealers
In-house ABN AMRO e-mails indicate, however, that the bank had not made a complete evaluation of the parties involved in the loan.
06/27/2018
Family Office Competition Heats Up with Boutique Luring Top Bankers
Cresset Capital Management has launched Cresset Family Office, led by two former executives from U.S. Bank and Wells Fargo.
06/27/2018
First Republic Bank Announces Second Quarter 2018 Earnings and Conference Call Date
The call will also be broadcast live over the Internet and can be accessed in the Investor Relations section of First Republic's website at www.firstrepublic.com.
06/27/2018
Pictet Braces For Collardi Breeze
The man in question is of course Boris Collardi – one of the most storied private bankers and Pictet’s newest partner.
06/27/2018
Voya Offers New Lending Program to its Retail Wealth Management Clients
Investors can now access Investment Credit Line solution through BNY Mellon
06/26/2018
CIBC extends private wealth brand across U.S.
CIBC Atlantic Trust Private Wealth Management becomes CIBC Private Wealth Management
06/26/2018
Swansea Building Society links with wealth management firm
St. James’s Place is a FTSE 100 company with £89.91bn of client funds under management.
06/26/2018
YBR exits key wealth business
He said the YBNRIS was a stand-alone legacy business within the broader YBR Wealth Division
06/26/2018
The Family Office Shuffle And How To Avoid Getting Less Than You Are Expecting
When delivering services and products, high-caliber multi-family offices ensure that everything they do works cohesively.
06/26/2018
2018 Insights on Wealth and Worth
Putting wealth into action
06/26/2018
Taiwan's secret offshore billions lure wealth managers
For Chen and his senior wealth management advisers that seems to involve an awful lot of legwork, tracking down Taiwan-born, high net-worth individuals (HNWs) and then pitching Yuanta’s case.
06/25/2018
CBA to de-merge wealth management and mortgage broking business
The new plan means the previously announced initial public offering of the asset management unit has been cancelled, according to CBA.
06/25/2018
Quilter valued at £2.76bn as it floats on stock exchange
Directors and prospective directors of the business will own 0.53 per cent of Quilter..
06/25/2018
Former Pictet global trading head outlines boutique venture
The duo will launch a long/short strategy this summer, which has the working name of Stouff Fund Global Equity Long/Short.
06/25/2018
Swiss private bank UBP hires top banker to attract more U.S. clients
Over the next three years, the group wants to grow its business for U.S. clients to some 2 billion Swiss francs ($2 billion) of managed assets, a spokesman said, declining to quantify the current size.
06/25/2018
Singapore firm aims high in tough WM environment
Fund selection for clients is done through several avenues, he said.
06/25/2018
Maybank, Singapore’s WMI to set up wealth management academy
The MWMA programme is for seven months and its syllabus includes digital awareness, data analytics, computational thinking and human-centred design, said Nora.