12/13/2018
Chilean financial services firm launches family office
It will advise on products ranging from securities to alternative investments, as well as access to global managers through BNY Mellon's Pershing.
Wealth and Asset Management
12/13/2018
Credit Suisse announces 1-1.5 billion Swiss franc share buyback
As a result of known actions that are under our control, we expect to achieve at least a 10 percent return on tangible equity in 2019.
12/13/2018
Brewin adds to south east exposure with Basingstoke buy
'In future, you will benefit from the broader support and resources of Brewin Dolphin including the insight of their in-house research team.'
12/13/2018
GAM reports AUM drop and expects 2019 to be worse
As GAM continues to simplify the business, the Board of Directors has decided to reduce the size of the GMB from nine to seven members.
12/13/2018
China's Savings pot teases Global Wealth Managers
Global asset managers are spotting opportunities in China’s savings culture as the country opens up its investment sector.
12/13/2018
Investec AM senior management look to increase stake to 20% ahead of spinoff
Listing as a separate business
12/13/2018
Financial management firm reveals Northern Ireland expansion
Currently Tilney has 10 staff in Northern Ireland, including five financial planning experts.
12/13/2018
JTC secures additional funding from Santander
JTC has successfully completed two recent acquisitions, both supported in part by the funding from Santander.
12/12/2018
Singapore Life founder named Outstanding CEO of the Year award
The award was presented at InfluentialBrands' 2018 CEO Asia Summit
12/12/2018
UBS Loses $2.2 Billion Wealth Advisory Team to Fast-Growing High-End Rival
Epperson has been in the wealth management industry since 1998 and also spent a decade at UBS, as a managing director and private wealth advisor, Rockefeller says.
12/12/2018
Tidjane Thiam’s Next Move
Specifically, the CEO has sometimes failed to show up at client events organized by the bank where he was billed.
12/12/2018
Golden Mandates in Private Banking
No wonder therefore are the big players – such as Credit Suisse, UBS and Julius Baer – eager to lap up discretionary and advisory mandates.
12/12/2018
Private Equity Deals Help Drive Growth at Biggest Law Firms (1)
Survey shows firm revenue grew by average 6.3 percent in first nine months of 2018
12/12/2018
Mercer Advisors Continues Expansion with Acquisition Of Bell Wealth Management
Dave Welling, Chief Executive Officer of Mercer Advisors, stated, "We are delighted to join forces with Colin Bell, and the entire Bell Wealth Management team. Like Mercer, Bell has a long history of providing investment management and financial plan
12/12/2018
SYZ Group launches private markets investment company – SYZ Capital
SYZ Group, the family-owned Swiss financial group, has launched SYZ Capital, a private market investment and advisory specialist.
12/12/2018
Citigroup’s Latin America CEO Says Strategy Shift Is Paying Off
Jane Fraser says bank plans to boost investments in Mexico
12/12/2018
St. James's Place reveals acquisition of protection firm
They have achieved this by focusing on the value of relationships and with an ethos that is very similar to our own – to provide the highest level of advice to clients so that their needs, and those of their families, are met long into the future.
12/12/2018
Wealth management comes of age in Germany
But still the wealth management industry is in its relative infancy.
12/12/2018
Australian wealth fintech company targets Ireland
Consumers are increasingly using digital tools for many of their daily banking, shopping and entertainment needs.
12/12/2018
HNW Investors Lean To Alternatives
The survey, which asked 500 high-net-worth investors about their current holdings and future investment strategies, showed that 47 percent of participants invested in individual stocks in the past year, a 10 percent decline compared to last year.