07/03/2018
Edinburgh-based private bank cuts deal to help it win upmarket mortgage business
The three-year-old bank already offers mortgages.
Wealth and Asset Management
07/03/2018
European Wealth rebrands
The new logo itself is short, simple and memorable.
07/03/2018
NAB, ANZ and CBA announce separation of their wealth management arms
But what will these changes mean to how individuals
07/03/2018
Harwood Wealth Management assets grow sharply as revenue jumps 44%
Strong revenue growth for the period was supported by the contribution from the Network Direct acquisition to the network services division, which saw revenue double to £6.4m for the period, from £3m the same period a year ago.
07/03/2018
Mitsubishi UFJ Plans to Boost Wealth Management Segment
Mitsubishi UFJ will be taking advantage of Morgan Stanley’s expertise and experience in turning wealth management business into a major revenue contributing source
07/03/2018
UBS creates digital clone of its chief economist
UBS can see what is happening on a global scale, and realise they need to move now. Man and machine need to work together collaboratively to deliver outstanding customer experience.
07/03/2018
Praemium inks deal with WA-based wealth manager
We are delighted that a firm of Hartleys calibre has selected Praemium for our platform capabilities
07/02/2018
Wealth management firm doubles office space with move to flagship scheme
The move is expected to take place in fourth quarter of this year and Investec said the new office will be 60 per cent larger than the size of its current office.
07/02/2018
Quilter completes single strategy fund business sale for £583m
The single-strategy unit will currently retain its existing name, while the multi-asset business will continue to be a part of Quilter.
07/02/2018
Nucleus reveals wealth strategy in IPO launch
The business said the value of these products was likely to be critical to smaller operators in both wealth and advice markets as vertically integrated rivals use their scale and reach to enhance margin.
07/02/2018
Northern Trust Delivers New Compliance Monitoring Capabilities
Bringing Enhanced Governance and Transparency to Asset Owners across the Globe
07/02/2018
Commercial Bank Wealth Management And Trust Divisions Rarely Achieve Their Potential
Very often banks make efforts to educate their commercial bankers about their wealth management and trust capabilities.
07/02/2018
Weatherbys triples cash held against bad lending
The year also saw the private bank’s headcount grow from 118 to 137 in 2017.
06/29/2018
Swiss banks' profit up at CHF 9.8 bn; foreign deposits down
The overall customer deposits rose marginally by 1 percent to about CHF 1.8 trillion, despite the dip in money deposited by their foreign clients, according to data released today by the Swiss National Bank (SNB).
06/29/2018
Branches of Rothschild empire settle dispute over family name
Rothschild & Co and Edmond de Rothschild to unwind cross-shareholdings
06/29/2018
Opinion: Making market turbulence work in your favour
With trade wars, declining consumption and simmering political tensions impacting the market, there are still fortunes to be made with the right preparations, writes Martin-Blessing, co-president, UBS Global Wealth Management
06/29/2018
Sasfin Wealth highlights key economic challenges with Paul Donovan
Paul Donovan, UBS Wealth Management Global Chief Economist
06/29/2018
Sir Bob Geldof, Gina Miller and other Prestigious Speakers Share Their Perspectives on How the Finance Industry can Contribute to a Better Society
Mr Krancenblum highlighted that, at SGG, the objective is to create a better society and a sustainable business, two concepts which go hand in hand.
06/29/2018
TISE Wins at Brand Management and Reputation Awards
TISE received the bronze award in the Marketing/Business Development/Public Relations Team of the Year category.
06/29/2018
Nikko AM Asks If China Has Outgrown Emerging Market Class
Since the term emerging markets was coined over three decades ago, almost all the underlying facts about EM as an asset class have changed.