03/02/2018
Lux Is Favourite For Post- Brexit Asset Managers
Four out of ten wealth and asset management companies planning to open Europe entities because of Brexit will establish in Luxembourg.
Wealth and Asset Management
03/02/2018
Basler Kantonalbank Grows Across Business
The bank expects a challenging business environment in 2018.
03/01/2018
As demand for superyachts wanes, customers turn to trusted yards
Wealthy individuals in Asia are spurring yachts, in favour of other pursuits
03/01/2018
Schroders defies gloom for active managers with £9.6bn net inflows
Schroders defies gloom for active managers with £9.6bn net inflowsFocusing on the longer term, we have continued to see good progress in a number of key strategic areas, with the expansion of our investment capabilities in private assets, an improve
03/01/2018
WHIreland International Wealth enters the New Year in a new location
“As we enter just our fifth year of operation on the Isle of Man, I am incredibly proud that as a result of our continued success we have moved into fantastic new premises.”
03/01/2018
Schroders reveals what it paid for C Hoare's wealth arm
The board is recommending a final dividend of 79p bringing the full year dividend to 113p per share, up 22% from 2016.
03/01/2018
GAM posts pre-tax earnings beat
Net fee and commission income increased 16% to CHF 547.7 million due to higher management and performance fees.
02/28/2018
U.S. Bank Wealth Management targets the well-to-do
The bank currently has relationships with more than 18 million affluent households, according to data he presented at the forum.
02/28/2018
2017 was a good year; what's next?
Private banks enjoyed a record year in 2017 with many posting double-digit growth in AUMs, income and profit
02/28/2018
Cashiered? - St. James’s Place
The Bank of England, which has been issuing notes since the late 17th century, has sought to keep them modern, introducing plastic versions and slowly offering a greater diversity of notables on their surface, most recently Jane Austen.
02/28/2018
Valartis Group expects a significantly lower annual loss
The course of business in fiscal year 2017 was generally pleasing, and the restructuring measures in the Group had a positive effect.
02/28/2018
St James's Place profits climb 32% on demand for pensions advice
We are now represented by 3,661 qualified advisers across our Partnership businesses
02/28/2018
Bank of the West Wealth Management wins Best Private Bank for Innovation Award
The Wealth Management Group was named Best Private Bank for Innovation and Family Wealth Advisors was named Best Consulting Firm for Family Offices.
02/28/2018
Boris Collardi: Like a Dwarf on a Giant's Shoulders
There is no parallel in Asia to the Swiss banquier privé distinction.
02/28/2018
Chinese conglomerate buys $52m stake in Brazil wealth manager
Chinese insurance and investment group Fosun has added wealth management to its operations after announcing it is to acquire a Brazilian wealth manager for $52m (£37.3m, €42.3m).
02/28/2018
Goldman Sachs Is Totally Slumming It
And Goldman’s digital wealth-management platform is set to roll out this year. Sources tell the Journal that Goldman will likely supplement the robo advice with human brokers.
02/28/2018
Lazard Global Listed Infrastructure Fund Wins Two Lipper Awards
The Thomson Reuters Lipper Fund Awards honor funds and fund management firms that have excelled in providing consistently strong risk-adjusted performance relative to their peers.
02/28/2018
Wealth manager expects rising demand from next ultra-rich generation
For years the FTSE 100 firm has cashed in on the rising demand for retirement advice due to an increasingly complicated pensions landscape, and on Wednesday reported a pre-tax profit rise of 32pc for 2017.
02/28/2018
J. Safra Sarasin annual net profit jumps 25%
Group net profit jumped by 25.1% to CHF 315.3 million for 2017 from CHF 252.1 million in 2016.
02/27/2018
How private Swiss bank Lombard Odier has survived six generations
Senior managing partner shares the good practices of one of the largest Swiss banks.