08/30/2018
Geneva Based Asset Management Firm Wins Global Business Award
Business Worldwide features the successes of these organisations, highlighting their exemplary accomplishments and inspiring others to follow their example.
Wealth and Asset Management
08/30/2018
Mason Group aims to expand Asia WM unit
At the time of the acquisition, Harris Fraser had 14,000 high net worth clients across Asia-Pacific.
08/30/2018
Half of HNW investors 'unaware' of venture capital trusts
The number one reason people did not currently invest in the products was a lack of knowledge, it emerged.
08/30/2018
Zurich advisory expands with new Geneva office
The announcement comes on the heels of team expansion plans, as ZWEI CEO Patrick Müller recently told Citywire Switzerland he hopes to hire upwards of 40 employees by 2020.
08/30/2018
Unbowed by Brexit, Swiss Bank Seeks Clients in ‘Red Hot’ North
Julius Baer staffs up to poach clients in Leeds, Manchester
08/30/2018
Six Charts Showing Tech’s Impact on Wealth Management
It’s also changing how banks, technology companies and brokerages attract and retain customers.
08/30/2018
Walker Crips' Newbury office attracts £93m in first year
The firm’s clients in the area include entrepreneurial families, City professionals, lawyers, accountants and retirees.
08/30/2018
Lombard Odier Group reports results for first six months of 2018
Operating income up 10% with net profit up 16%
08/30/2018
How do brokers feel about private banking?
Chris Dawe, sales director at LDNfinance, believed it was a question of familiarity for brokers.
08/29/2018
AFAM Capital Joins Kovitz Investment Group
Focus-supported merger expands capabilities and geography of combined firms
08/29/2018
Pictet launches fund to develop 'smart city' technologies
Pictet's new fund will invest in a range of businesses working to improve infrastructure, real estate and public transport.
08/29/2018
Geneva WM acquires Zurich firm
The transition is expected to take 24 months.
08/29/2018
Société Générale Private Bank: Critical mass in its core locations
“In 2012, we reached the conclusion that the world of private banking was changing,” Mazaud explains.
08/29/2018
UBS: Compensation Changes to Remain
UBS last year changed the way it pays its U.S.-based advisors on retirement accounts.
08/29/2018
HSBC Private Bank attracts $1bn alternative inflows in Asia
We are observing growing interest in Asia for hedge funds as clients are increasingly seeking greater diversification and uncorrelated exposure to their equity exposure
08/29/2018
Walker Crips exits equities as risks rise
He has the same weighting to US and Emerging Market equities as does the market as a whole. The biggest area he has been reducing exposure to was European equities.
08/28/2018
Managing Wealth
With markets riding high and uncertainty growing, wealth management matters more than ever. Six experts offer their views on all things wealth related
08/28/2018
Julius Baer Probes Venezuela Affair
The private banker helped rinse as much as $1.2 billion of funds from state-backed oil firm PDVSA, as finews.com reported last week. German-born Krull was snapped up by officials in July in Miami, and agreed to cooperate with U.S. justice officials last w
08/28/2018
AFH adds 26 advisers with £5.1m acquisition
AFH will pay an initial cash consideration of £2.3 million, with the remaining fee due over a 26-month period depending on performance targets being met.
08/28/2018
Liechtenstein bank LGT reports 15 pct rise in first-half profit
Revenues and expenses for the private banking business in Asia and the Middle East acquired from ABN AMRO have been reflected in LGT’s results since May 2017