04/03/2019
Vontobel acquires Swiss firm’s US private client portfolio
The duo have also entered into a cooperation agreement about recommending clients
Wealth and Asset Management
04/03/2019
Robeco partners with Credit Suisse AM to bolster factor indices
They have an outstanding reputation for high-level precision in replicating indices and we look forward to working together as part of this partnership."
04/03/2019
Sanlam outsources custody services
The wealth management industry is undergoing huge transformation as firms seek to focus their time and attention on delivering best-in-class advice and service to their clients.
04/03/2019
Men still earning more at fund firms
Initiatives to promote boardroom diversity and flag gender pay issues have failed to resolve the issue
04/03/2019
SocGen opens German private banking office
Guido Zoeller, country manager for Germany & Austria said: "The offering of Société Générale Private Banking will complement our current portfolio of services and expertise in Germany."
04/03/2019
Fairway Group nominated in four Powerwomen categories
The awards organised by Citywealth celebrate individuals and companies who support caregiving responsibilities, female leadership, and celebrate diversity.
04/02/2019
Oman-based firm rolls out wealth management operation
The offering is part of the firm’s growth strategy to service high net worth customers
04/02/2019
Achieving the goal of total wealth planning
Wealthy individuals want digitally enabled, personalised advice on their future life goals and wealth protection needs
04/02/2019
J. Safra Sarasin to buy Lombard Odier Gibraltar business
This acquisition is another step forward in the growth strategy of the Group's private banking business and will further enhance its already strong footprint in Gibraltar
04/02/2019
Wealth Advisory Firm Halbert Hargrove Launches Refreshed Brand
The new brand reinforces the firm's focus on longevity
04/02/2019
Lombard Odier launches Abu Dhabi office
A decline witnessed in clients' assets under management in 2018 has been recovered in the first three months of 2019, chairman Patrick Odier said
04/02/2019
Standard Chartered CEO ‘absolutely’ pleased with pace of turnaround, but says there is more to do
But, the 57-year-old executive continues to hear from critics about not hitting a bank target for a return on tangible equity of 8 per cent by the end of last year.
04/02/2019
Wealth manager faces profit hit
Kingswood reported the last couple of years had been a period of "significant change" for the company, with 2018 impacted by a "highly uncertain market environment and weaker investor sentiment" resulting in an "industry-wide&
04/02/2019
Family office can help the wealthy manage finances in a more professional way
A family office is usually either a single family office or a multi-family office.
04/01/2019
Asian Private Banker announces winners of its inaugural China Wealth Awards 2018
Asian Private Banker's first annual China Wealth Awards recognises China-headquartered private banks and wealth managers that are committed to meeting the needs of a rapidly growing -- and maturing -- client segment.
04/01/2019
Are you ahead of the curve? by Lilian Chovin, Investment Strategist at Coutts
The big thing markets don’t like – perhaps even more than a recession – is a surprise.
04/01/2019
Brexit blamed as Canaccord Genuity axes jobs in London
Canaccord said in a statement that its wealth management arm will be unaffected, which means it is the brokers and traders at the capital markets arm who are in the firing line.
04/01/2019
India's state bank makes wealth push
SBI has opened wealth management service in 44 major centres so far with a network of 121 wealth hubs.
03/29/2019
Will Renewed Interest in Digital Assets by Banks Drive Crypto Adoption in 2019?
This is despite the fact that JP Morgan CEO, Jamie Dimon, despite supporting blockchain technology, has been a consistenly harsh critic of bitcoin and cryptocurrencies.
03/29/2019
Raising the bar into a safe haven
In times of crisis investors turn to gold. but does it really have enduring value?