07/06/2018
Julius Baer Europe PM chief names post-MiFID II opportunity
He also names an underresearched area that he is looking to benefit from in the future.
Wealth and Asset Management
07/06/2018
RAM AI to open Milan office
The new office will focus on distribution, while asset management activity will remain in Switzerland.
07/06/2018
Caye International Bank Selected as Most Outstanding Offshore Bank in Central America for 2018
Caye has played an integral role in the growth and prosperity of the island of Ambergris Caye and Belize as a whole
07/05/2018
Vontobel Moves into Mass Affluent
The bank plans to tap efficiencies through digitalization and its digital offerings, the person said.
07/05/2018
China's HNA Chairman Wang dies in France after falling from a wall
He was in charge of HNA’s strategy and ran day-to-day operations, sources familiar with the matter have said, while his fellow chairman and co-founder Chen Feng was often the public face of the group.
07/05/2018
Italian WM strikes systematic deal with Swiss group
This latest agreement allows the Italian asset management firm to integrate RAM’s systematic approach.
07/05/2018
‘Private Banking In A Box’: Privé Technology’s platform providing a plug-and-play toolbox for wealth managers
This modular, easily integrated 'build versus buy' solution has made the digitisation process a much easier and more affordable option for companies ranging from the largest financial institutions to micro or SME enterprises.
07/05/2018
Credit Agricole rebrands private banking services
Azqore, which will serve as an independent subsidiary of Indosuez, offers integrated technology services, operational back office and project consultancy through its S2i platform.
07/05/2018
LLB completes acquisition of Austrian private bank
The two previous main shareholders of Semper Constantia in return received about 6% of LLB shares.
07/04/2018
Kotak Retains Top Slot in Bumper Year for India Wealth Firms
India is the fastest-growing wealth market globally, with the number of high net worth individuals rising 20 percent in 2017 from a year earlier, according to a recent survey by Capgemini SE.
07/04/2018
Pictet WM CIO's lesser-known ways of tapping themes
One new trend in the market is the connection between private and public equity markets, as investors can leverage the dynamic between the two.
07/04/2018
Head of major Chinese wealth management firm vanishes
Several prominent Chinese banks and private investors are demanding answers from a licensed Shanghai wealth management firm after its boss disappeared a week ago.
07/04/2018
Wealth manager plans further expansion after record year
Profits doubled and new business up 62%
07/04/2018
Two Swiss private banks merge
The effects of this merger will be retroactive to 1 July 2018
07/04/2018
Vontobel completes Notenstein La Roche acquisition
Vontobel successfully concludes the acquisition of Notenstein La Roche Privatbank AG
07/04/2018
Revenues up at acquisitive Leicester wealth management firm
The firm also said it is withdrawing from work around pension transfers, but that this would not affect its bottom line.
07/03/2018
Japanese Mega Bank to Beef Up Wealth Unit
The Japanese bank now owns just under a quarter of its Wall Street peer.
07/03/2018
HQ capital aims for China’s wealth market with joint venture
The new venture aims to exploit both companies networks to generate synergies between China and overseas markets, particularly with Germany in order to offer clients more investment opportunities.
07/03/2018
Macquarie to scrap commissions on sales of own wealth products
The inquiry has heard concerns that private wealth advisers are selling products without disclosing they are receiving commissions for the sales
07/03/2018
Why Swiss banks are still popular among Indians despite being under government scanner
Swiss account is a ticket to the rich man’s club that has its privileges