07/25/2018
Brewins reports record quarterly income
Brewin Dolphin announces a quarterly trading update
Wealth and Asset Management
07/25/2018
Swiss expat group turns up heat on banks
Gysin does not mince his words criticising both the banking sector as well as the government.
07/25/2018
Schroders in talks to join UK fintech body
Talks confirmed just days after the asset management sector set up a fintech accelerator
07/24/2018
Singapore banks turn to China's wealthy to offset slumping stock markets
Guha noted that different products appeal to wealth management clients at different points in the market cycle.
07/24/2018
Is UBS a Takeover Target?
A low share price increases the danger of a company becoming the victim of a takeover, as has been shown in the past.
07/24/2018
BNP Paribas AM launches UK private debt fund
Access to lending market for smaller businesses
07/24/2018
‘Suspicious wealth’ bought £4.2bn of London property
Criminals will have fewer places to hide their dirty money after the UK announced a world-first public register that will force foreign companies owning UK properties to reveal their ultimate owners.
07/24/2018
Regulation and client demands driving structural change in private banking
De Boer then focused on what he calls the journey for wealth management providers from execution only to discretionary in Asia.
07/24/2018
‘Omotenashi’ at the heart of Nomura’s wealth management
The wealth management team is part of Nomura’s retail division, and specialises in providing personalised services to HNW clients in Asia
07/24/2018
Charles Stanley FUMA increases 4.6% in Q2
Discretionary service performed well
07/24/2018
1MDB-tainted Falcon bank taps new market in Switzerland's 'Crypto Valley'
Falcon Bank and Liechtenstein's Bank Frick are among a very limited number of the 150-plus private banks in Switzerland and the neighbouring duchy that have begun offering clients a direct way to invest in the volatile asset class.
07/24/2018
Julius Baer Falls as Asset Growth Slows to Three-Year Low
The 2018 Half-Year Results For The Julius Baer Group
07/24/2018
Maitland Appointed by Brewin Dolphin as ACD and Fund Administrator
It is fantastic that Maitland have been chosen to implement this new structure for Brewin Dolphin
07/23/2018
Investec keen on mortgages for the wealthy
It is expected to compete on price and flexibility, including pre-approved terms to let borrowers draw down more finance in future, if the plan goes ahead.
07/23/2018
First IFA firm joins Sanlam in ground breaking model
Significantly, Sanlam’s partnership programme allows Ergowealth to retain ownership of its business and its clients.
07/23/2018
Nordea's $356 billion wealth management unit is hit by outflows
Much of the lull in demand for Nordea’s wealth management services can be traced back to its Stable Return Fund.
07/23/2018
Swiss bank Julius Baer sees rising client caution over global trade
These positive contributions were partly offset by negative market performance of CHF 4 billion, as leading stock markets in Switzerland, Europe and Asia edged lower towards the end of the first half.
07/23/2018
HSBC expands World Rugby partnership with 4-year deal
Since Olympic inclusion, we have seen the series become increasingly competitive with global audiences and fan engagement growing exponentially.
07/23/2018
UBS bucks trend by keeping US$2 million threshold for rich clients
Other wealth managers have raised their thresholds in recent years, as tighter regulation and higher compliance costs have pushed banks to focus on higher-value customers.
07/23/2018
Credit Suisse boosts brand image with CHF 30m investment
This investment comes as part of an effort by Credit Suisse to be seen as a leader in the Swiss innovation space.