03/05/2019
WH Ireland seeks £5m to comply with FCA rules
The Directors believe that the Placing is the most cost effective and certain method to raise funds at this time
Wealth and Asset Management
03/05/2019
VP Bank FY Net Income Down 16.8%
The bank’s cost/income ratio was 75.8% at end-December 2018, versus 64.2% last year.
03/04/2019
How one mid-sized company merged two different people cultures
The CEO of Indosuez Wealth Management shares how the company looked to merge two people cultures after acquiring another company.
03/04/2019
JB strengthens Mexico presence through stake acquisition
NSC Asesores manages client assets of approximately USD 3.5 billion.
03/04/2019
Wealth Management 2044: 11 Industry Experts Look Ahead 25 Years
Whether that involves an advisory team of cyborgs powered by advanced AI or a client that's hooked up to some complex virtual reality device or a relationship that looks very similar today's, just with more gadgets, remains to be seen.
03/04/2019
Vogele honored as top Best-In-State Wealth Advisor
Vogele has 18 years of experience in the financial services industry.
03/04/2019
Octogone and Firmus announce strategic alliance
Octogone and its clients will access Firmus’ on-line investment services as well as its two fully automated electronic platforms, which provide efficient and effective access to the investment world in the global financial market.
03/04/2019
Union Bancaire Privée obtains wholesale bank license in Singapore
The new license will allow UBP Singapore to offer Singapore dollar (SGD) services
03/04/2019
Lombard Odier client assets slip despite 'robust' inflows
Total client assets at end-December, 2018 were at CHF 259 billion.
03/04/2019
ABN AMRO closes the acquisition of Societe Generale Private Banking Belgium
The required regulatory and merger control approvals have been obtained and the transaction was completed on 28 February 2019
03/04/2019
ABN Amro concludes Belgian private banking acquisition
ABN Amro also expects the deal to have a minor impact on its CET1 capital ratio.
03/04/2019
BMO Private Bank Asia Honoured For Excellence In Wealth Planning
This is the fourth time BMO Private Bank Asia has been honoured by the global news service and media company.
03/04/2019
Lombard Odier client assets slip despite 'robust' inflows
Amid the current global shift transforming our economies, we have made further strides in embedding sustainability into our investment processes across the Group.
03/03/2019
1825 acquires BDO Northern Ireland’s wealth management business
BDO Northern Ireland’s wealth management team specialises in all aspects of wealth planning and support from corporate to personal and trust advice.
03/01/2019
deVere CEO acquires UAE wealth adviser
It's the second acquisition in the UAE this month for deVere's Mr Green after acquiring Dubai-headquartered Prosperity and its 50-plus team earlier this month.
03/01/2019
Forbes Names Pete Ledebuhr Top Wealth Advisor in Illinois
The criteria include interviews, industry experience, community involvement, revenue trends and client retention*
03/01/2019
A Closer Look At Credit Suisse's Valuation
The bank also remains on track to scale down its trading operations, as evident from the consistent decline in the bank’s trading assets post-2008 economic downturn.
03/01/2019
Global economic slowdown prompts investors to hedge risk, Deutsche Bank says
Germany's largest lender sees sovereign bond offerings from the region rising in 2019
03/01/2019
Profits Rise at J. Safra Sarasin
The solid performance of 2018 is a testament to the consistent revenue generation of our core business and the prudence with which we manage the Group at all times.
03/01/2019
Investment company buys majority stake in Jersey wealth firm
Managing director Baker said: ‘This transaction will enable us to accelerate our ambitious growth plans to build a leading independent investment business in Jersey.