10/30/2019
Allfunds becomes DBS fund platform provider
Wealthtech provider will provide access to third-party mutual funds
Wealth and Asset Management
10/30/2019
Sanctuary Wealth buys NorthView in debut purchase
Sanctuary founder and CEO Jim Dickson said: “Today we are pleased to announce our presence in the M&A space with the addition of a terrific team.
10/30/2019
Schroders sells stake in UK fund house
Lincoln Peak Capital Purchases Minority Equity Interest in RWC Partners
10/30/2019
Credit Suisse profit soars and beats expectations
Helping our clients achieve their objectives ultimately ensures that we create value for our shareholders.
10/29/2019
Noah Holdings Limited to Hold 2019 Annual General Meeting on November 27, 2019
Holders of record of our ordinary shares at the close of business on the Record Date are entitled to attend the AGM and any adjournment or postponement thereof in person.
10/29/2019
Advisor Insider: No need to be so negative
If you are asking for money to consume it today (government spending) and return it to me tomorrow, this incurs a cost.
10/29/2019
Credit Suisse: Honorary President wants to overthrow presidents
Good means that Rohner will give up his presidency before 2021
10/29/2019
Building Portfolios: Diversification, Wealth Protection, Risk Management and Gold
Gold is an emotional commodity,” he commented, “but remember that gold over a 50-year period has performed well in comparison to mainstream financial assets and almost all major fiat currencies.
10/29/2019
Profit down for HSBC Bank Canada in Q3
Retail banking and wealth management enjoyed revenue growth
10/29/2019
Natixis Model Portfolios added to Merrill Lynch Investment Advisory Program
The strategic allocation for the models is made of high conviction, actively managed strategies and is rebalanced annually, while tactical views are applied mainly through passive strategies with a three to six month outlook.
10/29/2019
New Roy Morgan Report Fills the Information Gap on Australians’ Net Wealth
By calculating total personal assets and subtracting total personal debt
10/29/2019
Edinburgh private bank to take on £35m loan book from Smith & Williamson
The Edinburgh boutique bank reported 48 per cent year-on-year income growth in half-year results released in August
10/29/2019
UBS 'obsessed' with costs as new targets loom amid scrutiny: CEO
Sergio Ermotti says all units will be assessed for potential cost cuts, allocation of resources before January 2020
10/28/2019
Rathbones Crowned ‘Best International Discretionary Fund Manager’ at the International Investment Awards 2019
Winners of the awards, which were chosen by an independent panel of judges, were announced at a ceremony held on 16th October at the Gibson Hall in London.
10/28/2019
Wealth Manager Top 100 2019: the first 25 heavyweights
We reveal the first 25 names in alphabetical order from our annual survey on the most influential people in fund selection across the private client industry.
10/28/2019
Why smaller asset managers are on the prowl for M&A deals
Of the 18 deals announced so far this year, the average size has tumbled to just $121m
10/28/2019
Can rudderless HSBC steer a path through jobs cuts, infighting and Hong Kong chaos?
There are hundreds of people waiting for those lifts and there are 27 HR steps between making someone an offer and giving them a contract.
10/28/2019
Wealth management more popular among Chinese: report
Investment and wealth management products studied in the report included investment products developed by banks, treasury bonds, funds, stocks and various tools provided by online platforms.
10/28/2019
A Wealth Tax Requires Calculating Wealth Properly
The very fact that people may have to liquidate assets in order to pay taxes that are due is a scary enough prospect.
10/28/2019
Ermotti Says UBS ‘Obsessed’ With Costs as He Weighs Next Steps
“It’s not just an investment bank issue, it’s across the board,” Ermotti, 59, said in the interview at UBS’s New York offices. “Nothing is really untouchable.”