07/17/2019
Charles River Forms Wealth Client Advisory Board
The launch of the newly formed Client Advisory Board marks Charles River’s 10th anniversary as a leading wealth management platform provider.
Wealth and Asset Management
07/17/2019
JPMAM assets climb 7.4% over year, 4% in quarter
In the year-earlier quarter, JPMAM had net inflows $21 billion, offset by performance losses of $9 billion.
07/16/2019
Death knell of private banking in Australia
The battle with regulators, governments and prudential forces after the GFC has left private banks as Pyrrhic victors - technically winners but near extinction.
07/16/2019
Charles Stanley and Brewin partner with newly formed DFM
It will operate two model portfolio ranges with a mix of passive and active approaches
07/16/2019
The benefits of outsourcing to Hong Kong in the context of the US/China trade war
Working with the ZEDRA Hong Kong Trade and Treasury team also adds another layer of support because we’re a trusted partner in what is likely to be a venture into a new jurisdiction.
07/16/2019
Isle of Man-based corporate services provider joins SMP Group
A well-respected service provider on the Isle of Man, delivering corporate, tax, and accounting services to a broad range of clients.
07/16/2019
Sesame adds Investec Private Bank to panel
The private bank specialises in mortgages for high net worth individuals
07/16/2019
VP Bank increases first-half earnings
These are unaudited figures pursuant to provisional calculations
07/16/2019
Pictet to Double Banker Count in Asia in 5 years
Pictet will also import its advisory solution to Asia next year, which has already launched in Switzerland this month.
07/16/2019
Americans Gain Heft in Swiss Wealth
Roughly half of the $80 billion managed by the New York-based giant are ultra-rich assets
07/16/2019
Schwab in Talks to Buy USAA Wealth, Brokerage Units, WSJ Reports
Schwab shares climbed 0.9% as of 2:40 p.m. in New York, paring earlier gains.
07/15/2019
Chambers High Net Worth Guide Recognizes Katten's Trusts and Estates Practice
Katten also was commended for the outstanding legal services it provides in Private Wealth Disputes in New York.
07/15/2019
Rothschild & Co named the World’s Best Independent Investment Bank
The Best Independent Investment Bank award recognises the strength of Global Advisory's achievements in the last 12 months worldwide.
07/15/2019
J. Safra Sarasin Group completes the acquisition of Lombard Odier’s Private Banking Business in Gibraltar
The attractive client base and their experienced relationship managers are an excellent fit with J. Safra Sarasin’s private banking business and its comprehensive offering of investment services and trading capabilities.
07/15/2019
Butterfield Bank clinches Channel Islands acquisition
We are committed to communicating with stakeholders our integration progress in a transparent and timely manner. We look forward to growing Butterfield in the Channel Islands together.
07/15/2019
The largest private banks in the UK
The UK’s largest private bank towers above its rivals with over double the assets under its management than St. James’s Place, its nearest rival.
07/15/2019
Wealth management platform launches
Digital solution offers client access and monitoring anytime, anywhere.
07/15/2019
Santander brews up first UK 'work café' for small businesses
It has since grown to a 50-strong chain of work cafés, spanning Spain, Portugal, Brazil and Argentina.
07/14/2019
Is Barclays planning to slash jobs in Dubai?
UK-based lender likely to lay off 20% employees in its wealth management division, reports Bloomberg
07/14/2019
Private wealth could bypass Hong Kong
Latest political crisis could end up benefiting Singapore long term