11/19/2018
Asset diversification vital for Asia’s HNWIs as global markets vacillate
Through diversification of exposure, clients would be able to reduce overall risk while maintaining meaningful exposure to equity market performance.
Wealth and Asset Management
11/16/2018
Addepar CEO says investors want better returns, fear volatility
Global markets have been rocked lately by inflation concerns, the simmering trade war between the United States and China, and worries that Britain will leave the EU on March 29 without a trade deal.
11/16/2018
Bank of China to set up wealth management subsidiary
BOC is the first among the big four state-owned banks to make the move, announcing it will invest US$1.44 billion in the plan
11/16/2018
Swiss Asset Management in Close Cooperation With China
Switzerland has a broad range of relationships with China and has been a reliable partner to China and its companies even before the conclusion of the free trade agreement in 2013.
11/16/2018
Credit Suisse Weighs Hundreds of Job Cuts to Reduce Costs
The bank also said that it will continue to invest in talent and seek to grow revenue in wealth management and investment banking.
11/16/2018
SJP's sales process under fire
SJP argued the main features and benefits of EIS were outlined in the fund fact sheets but Mrs H said she hadn't been given any sheets at the time of the meeting.
11/16/2018
Multi-family office partners with Edmond de Rothschild
EOS comprises the Edmond de Rothschild portfolio management and distribution management system, based on leading market solutions, Simcorp Dimension and Microsoft Dynamics.
11/15/2018
Schroders partners with Maybank to target HNWIs in Malaysia
The collaboration will draw on the strengths of both the regional footprint of an established Malaysian asset manager, and the investment expertise of a leading global asset manager
11/15/2018
HSBC introduces two sustainable multi-asset funds
To be made available from this month, the two portfolios will seek higher average ESG score as well as lower portfolio carbon intensity than the market.
11/15/2018
Mariner Wealth Advisors just made its biggest acquisition ever
As per the agreement, Patriot will become a unit of Mariner Wealth Advisors from 1 January 2019.
11/15/2018
Jersey firm launches London private office
By harnessing the expertise of our global team, working with trusted partners and bringing some cutting-edge innovations to the family office space, JTC Private Office can help cement our position as a market leader.'
11/15/2018
SEI Named 'Top OCIO Provider' at 2018 Institutional Asset Management Awards
Company Recognized for Second Consecutive Year
11/15/2018
Canaccord Genuity revenues surge as wealth management strengthens
Excluding significant items, second quarter earnings per common share of $0.23
11/15/2018
Santander Private Banking, named ’Best Private Bank’ in Spain
The award recognizes the advantages of a specialized advisory model offered to private banking clients in more than nine countries.
11/15/2018
Client assets fall at EFG
As of 31 October 2018, Assets under Management were CHF 140.1 billion
11/15/2018
Close Brothers makes "solid" start to financial year
Overall, our banking businesses remain well positioned, and we continue to invest in maximising their long-term potential while maintaining our prudent approach to lending.
11/15/2018
Credit Suisse's HOLT: A Hook for Asia's Equity-Biased Investors
Significantly, half of that equity universe or 10,000 equities are listed on Asian exchanges, catering to the significant home bias of the region’s investors.
11/15/2018
KW Wealth launches ethical portfolio range
Move comes despite limited number of suitable actively-managed fund choices
11/15/2018
Nomura Completes Investment in Julius Baer Group Subsidiary
Nomura does not expect the investment to have a material impact on its consolidated results.
11/14/2018
Rothschild & Co: 2018 – 3rd quarter release
Third quarter up 11% to €296 million