03/21/2018
Nordea Wants More Bankers for Wealth Unit
The wealth business employs about 3,600 people, 500 of whom are based outside the Nordic region.
Wealth and Asset Management
03/21/2018
Sustainable IAM makes for innovative intermediary services in Asia
VP Bank is well-positioned as one of the largest dedicated IAM teams in Singapore, having grown significantly in 2017.
03/21/2018
Sasfin Wealth delivers a ‘particularly good’ six months
CEO Michael Sassoon reports that the group’s H1 balance sheet was ‘pretty good’, but a credit and tax issues impaired the result.
03/21/2018
LGT in Dubai: The same strategies and solutions as the owners
Brand View: Finding what makes LGT successful
03/21/2018
Swiss Global Group to open offices in Middle East and Asia
Geneva-headquartered Swiss Global Group has announced plans to open offices in the Middle East, Asia and further parts of Europe as part of an ambitious expansion strategy to build a 60-strong international financial adviser team by the end of 2018.
03/21/2018
CreditEase and Amundi Establish Strategic Cooperation Partnership
The two companies will deepen their cooperation further in global asset allocation, wealth management solutions, risk management and control, relationship development with local regulators and industry institutions.
03/21/2018
Citigroup Shifts to Wealth Management in Hyper-Digital Korea
“The revolution in banking is that because of technology changes, customer behavior is changing every single day and their expectation is changing every day,” Carney said in an interview in Seoul. “I think we are the model for the future
03/21/2018
Morgan Stanley wealth customers bring more assets to bank: executive
“They’re bringing money from other sources into Morgan Stanley to invest,” he said, “so I don’t know if that means they’re fully invested, or whether we’re getting more share of their business.”
03/20/2018
Pictet Closes Booking Centers for Independent Asset Managers
Pictet Asset Services is the custody bank and fund administration division of Geneva-based bank Pictet.
03/20/2018
Preparing Asian wealth managers for the future
Sarwar also said that he was interested to hear how family and multi-family offices in China and Asia are developing apace and the merging of models from the West to adapt to Asian mentalities and unique requirements in this region.
03/20/2018
A.W. Jones launches A.W. Jones Private Advisors
The firm converted its partnership in the 1980s becoming one of the earliest multi-manager funds. A.W. Jones has maintained its family leadership for 70 years.
03/20/2018
Asset managers will rue failure to tackle costs
Amazon-type marketplace would be nightmare scenario for traditional fund houses
03/20/2018
Envestnet Wins Three 2018 Family Wealth Report Awards
In his role, Lumberg is responsible for leading a team in developing new markets to deploy the Envestnet platform and wealth advisory services.
03/20/2018
BBH ships risk management tool for asset managers
Asset managers increasingly require daily administrator oversight as they face the challenge of managing complex data sets amid more stringent regulations.
03/20/2018
Vistra makes another acquisition
This sees Vistra’s presence in Ireland grow significantly, following the acquisition of Dublin based Squires Gilbride last month and the acquisition of the Corporate Services business of Deutsche Bank’s Global Transaction Banking division anno
03/20/2018
Stifel Completes Acquisition of Ziegler Wealth Management
Ziegler Wealth Management has 55 private client advisors in five states that manage approximately $5 billion in client assets.
03/20/2018
NorthCoast Asset Management Selects SS&C
Independent RIA chooses SS&C's Global Wealth Platform and outsourcing services to modernize and streamline their investment operations
03/19/2018
Tidjane Thiam: «No More Business as Usual»
The world is undergoing monumental change due to the impact of disruptive forces, which rank among the greatest changes the global economy has ever seen.
03/19/2018
Ex-Baer CEO Collardi was paid 1.72 mln Sfr in 2017 amid exit for Pictet
Successor Bernhard Hodler, who was promoted from his role as chief risk officer when Collardi quit, earned 4.82 million francs in 2017, Baer said.
03/19/2018
Harwood Wealth snaps up Southampton-based IFA AE Financial
AE Financial will continue to operate as a standalone brand and Hayward will remain with the company.