12/11/2017
EFG International successfully concludes BSI integration
The process included six legal integrations and nine IT migrations on a global basis
Wealth and Asset Management
12/08/2017
Millennial-Led Advisory Leaves LPL's Corporate RIA
The new structure enables WWM to advance its long-term growth strategy.
12/07/2017
How Deutsche Bank staved off staff “exodus” to start hiring again in Asia
The RMs stayed back when they realised that there was quite a lot of client overlaps with UBS.”
12/07/2017
VP Bank's Intermediaries Strategy
These professionals are seeking the exact opposite of large financial enterprises.
12/07/2017
Private Wealth Systems Shortlisted for 2018 Family Wealth Awards
Recognition based upon Private Wealth Systems’ leadership in reshaping private wealth reporting landscape
12/07/2017
10 key trends for wealth management in 2018
With the wealth industry facing some huge challenges, Capgemini highlights 10 important trends for next year.
12/07/2017
Vontobel sells Liechtenstein operation
The transaction is expected to close in the first quarter of 2018, subject to regulatory approval being granted.
12/07/2017
Banque Syz launches equity-linked bond with World Bank
The project is led by Carole Millet and Manuel Terreault from the Geneva group’s advisory team.
12/07/2017
Wealth Management Institute to roll out new programmes, develop industry talent
It plans to introduce programmes geared towards equipping wealth managers in Singapore with the relevant skills and expertise to meet future demands within the industry.
12/07/2017
Old Mutual unit picks banks for $3.35 billion flotation: sources
Analysts at KBW and a second source who declined to be named said the IPO would involve 10 percent of the company.
12/07/2017
European Wealth Management Market for UHNW Women 2017-2028 - Research and Markets
This new report analyses the background to and reasons for the growth in women's wealth at the ultra-high net worth level in Europe and forecasts how it will develop and continue to grow over the next five years.
12/06/2017
Regional compass: 14 wealth offices that shut and closed in 2017
We are fast approaching the end of a truly busy year, which saw companies both expand and shrink. Here is a selection of office opening and closures that took place this year.
12/06/2017
BNY Mellon WM on the hunt for acquisitions in int’l growth drive
The firm's international business fits into BNY Mellon Wealth Management, which also includes US domestic, family offices and trust businesses.
12/06/2017
OMI develops growth in Singapore
Bryan joins Old Mutual International from Bank of China where he gained experience in product, distribution and proposition design.
12/06/2017
U.S. tax cut plan could push Credit Suisse to third annual loss
If Trump signs the bill into law this year, Switzerland’s big banks would have to book the losses this year as well.
12/05/2017
GAM expands $11bn ABS range with new launch
The new fund will be managed by Citywire + rated Tim Haywood and Mark Dragten.
12/05/2017
CMB client led private bank
With CMB now entering its third generation of clients, it remains fully committed to servicing families and helping them to grow their wealth.
12/05/2017
Wealth boutique aims to double inflows on IPO boost
Paul Hogarth, group chief executive, said he is encouraged by the raised profile since the IPO and expects to see a dramatic increase in inflows.
12/05/2017
Deutsche Asset Management to adopt DWS as global umbrella brand
The rebranding of all legal entities and product lines will be completed in 2018.
12/05/2017
RSA’s Robinson to join Zurich UK as CUO
In her new appointment Robinson will oversee Zurich's commercial, general insurance and life lines in the UK.