01/10/2019
Crédit Agricole in Partial Retreat
Switzerland is home to roughly ten Crédit Agricole trading employees.
Wealth and Asset Management
01/10/2019
Private Banking: New Trends or More Doom and Gloom?
Since then, wealth managers have emoted doom and gloom, and hardly any players voiced optimism about 2019.
01/10/2019
SBI Wealth targeting 50 centres by 2020
The Bank was also in the process of setting up a state-of-the-art Global e-Wealth Centre at Kochi, Gupta said.
01/10/2019
Sweet charity: how the principles of philanthropy can benefit donors and good causes
Make your charity donations count by considering philanthropy services and giving the tax-efficient way, writes Sam Barrett.
01/10/2019
Family Offices See Private Equity as Key to Future Returns, Study Finds
Education and Succession Planning Become Higher Priority
01/10/2019
Swiss group Mirabaud unveils LatAm plans after Brazil acquisition
The asset manager will become the Swiss firm's first branch in Latin America
01/09/2019
Atria Wealth Solutions acquires independent wealth management firm
"As Atria continues to build and grow within the independent advisor channel, we identified NEXT as a perfect partner in our mission to reinvent the entirety of the independent wealth advisor service model," says Doug Ketterer, CEO and Founding
01/09/2019
Carson Wealth Picks Up Wells Fargo Team
Carson says “several” other wirehouse advisors and brokers have committed to coming on board in coming months.
01/09/2019
Pictet Downplays Collardi Effect
The top banker's remarks don't change the fact that come the end of next year, the former Julius Baer boss will be able to fill newly-refurbished office space with some of his old colleagues.
01/09/2019
The seven countries in our Asia-Pacific backyard where kings and queens still rule
Excluding a clutch of states in the Asia-Pacific headed by Queen Elizabeth II, there are seven monarchies: Bhutan, Brunei, Cambodia, Japan, Malaysia, Thailand and Tonga.
01/09/2019
Finma adds three new firms to warning list
The list includes companies that might be carrying out unauthorised or unsupervised wealth management and banking services
01/08/2019
Washington Trust Announces New Private Client Group
Confessore Leads Team Which Includes Former RISCPA President Bob Mancini
01/08/2019
City 'Superwoman' Nicola Horlick defiant as losses mount at her 'greatest triumph' Money & Co
For the last few months, the company's been profitable.
01/08/2019
Sequrest picked by wealth management outfit Evolute for cyber security
Asset managers turn to Evolute to provide the most robust and efficient digital wealth management solutions
01/07/2019
Sanlam acquires wealth manager
“I look forward to working with our new colleagues and deepening our wealth management presence in the North West.”
01/07/2019
Macquarie Private Wealth hit by mass adviser exodus
The Australian Financial Review can reveal more than 20 advisers, many of whom were key revenue writers, jumped ship to rival firms across Sydney, Melbourne, Adelaide, Perth and Canberra on the Friday before Christmas.
01/07/2019
REYL & Cie awarded 2018 Outstanding Private Bank for UHNW Clients
REYL & Cie was selected by an independent judging panel and members of the PBI Editorial team.
01/07/2019
Elite British private schools eye-up expanding to Frankfurt and Amsterdam as jobs relocate from the City of London over Brexit
Many large banks, including Deutsche Bank, Goldman Sachs and Morgan Stanley are set to move hundreds of workers each after March this year.
01/06/2019
Bloomberg - UBS said in early talks about CEO succession
UBS is laying the groundwork to find a replacement for one of Europe’s longest-serving bank CEOs after high-profile departures in the past year or so
01/04/2019
Louis Chiavacci: Lessons From a Star Advisor
In the fourth installment of our new Q&A of top players in the advisory business Chiavacci shares what it takes to win and serve very wealthy clients.