12/05/2018
Pictet AM's Digital strategy sees performance slip
Taking a closer look at Pictet Asset Management's Digital fund.
Wealth and Asset Management
12/05/2018
Mercer acquires Pavilion’s alternatives consulting and wealth management operations
Deal expected to give consultants and clients access to broader, deeper global research and specialist resources
12/04/2018
UBS as a White Knight?
The bank, Switzerland's largest, was already raised in connection with a tie-up with Deutsche Bank last autumn.
12/04/2018
Northern Trust Expands Newly Launched Alts Platform to Include Private Markets
Northern Trust is committed to delivering quality alternative investment opportunities for our clients in the most efficient and secure manner available.
12/04/2018
UBS Global Wealth Management to include environmental scores on its funds in 2019
Assets under management in U.S.-based socially responsible investing strategies climbed to $12 trillion at the start of 2018.
12/04/2018
deVere launches range of investment solutions under new division, dVAM
Working with Pacific Asset Management, who have built the solutions from an operational, regulatory and technology perspective, the dVAM range of funds represent the “next chapter in deVere’s ongoing success story.”
12/04/2018
Banca Generali acquires Lugano WM
The acquisition is based on the belief that the personal financial services market in Italy is still inadequately served for its size.
12/04/2018
Santander hires 30 on three-year expansion to woo super-rich
They are owners of companies, they create a lot of jobs and a lot of wealth.
12/04/2018
CreditEase Wealth Management awarded Best Social Impact Project
Recipients of these awards underwent a stringent and comprehensive evaluation process, demonstrating the verve to deploy wealth in ways to bring about positive impacts on the society and at the same time make positive financial return on client investment
12/04/2018
UBS Revamps Wealthy Donor Arm
The most notable change is that several executives in UBS' arm for the ultra-wealthy will be tied into the bank's wider charitable efforts.
12/03/2018
What do finance and football have in common? by Penny Lovell
Introduced to us by the PFA, Josef Jackson is a former professional footballer who has turned his battle with leukaemia into an opportunity to embrace a completely new career in finance and we’re proud to have him on our team!
12/03/2018
Zedra Announces the Acquisition of Cayman-Based fund, corporate and trustee services firm
Has particular expertise in assisting international private, institutional and sovereign clients with all aspects of structuring and operating structures for joint ventures, wealth management, asset protection and collective investments.
12/03/2018
AFH completes biggest ever IFA purchase
At the start of the 2017 financial year, the board set itself three medium term financial aspirations: funds under management of greater than £5bn, revenues of £75m per annum and underlying EBITDA margin of 20 per cent on revenue.
12/03/2018
Deutsche Bank Swiss Head Departs
Hinder will hand over the European part of his job to de Sanctis, who begins on Monday
12/03/2018
Will cheaper oil grease the wheels of global growth? - Coutts
If a product becomes cheaper to produce then a company’s margins improve and this makes a difference to its bottom line.
12/03/2018
StanChart to cut Singapore, Dubai jobs, say sources
The bank had around 86,000 staff at the end of June, up from about 84,000 in 2015.
12/03/2018
Orchard Street buys £55m mixed-use property for UK wealth manager
The property was previously managed by Roebuck Asset Management, who had advised on its acquisition in 2011 and acted for the vendor in the sale.
12/03/2018
Butterfield Trust eyes further Asian acquisitions
This Bermudian bank is surveying the global scene to see where it can offer value on the banking and wealth trust sides, relying on its core strengths to punch above its weight
12/02/2018
TheWall: Wealth Management: It is time to go digital
They are familiar with the multitude of financial technology (fintech) offerings in the market and would not want to review hundreds of paper documents and wait for an account to be opened manually.
12/02/2018
Pictet Raids Julius Baer
The move represents an unparalleled raid by the Genevan wealth manager.