04/08/2019
It’s offering a margin of 135 basis points over the base rate, and that can drop by as much as 5 basis points from the second year if it keeps a top score on its sustainability performance.
04/08/2019
In particular, the firm is looking to expand in high-growth areas such as China, according to the annual report.
04/08/2019
It has over EUR 10 billion in assets under management.
04/08/2019
Catalyst merges with Global financial services specialists
Market-leading financial services firms set to create global specialist consultancy
04/08/2019
Lightyear Capital-Backed Wealth Management Firm's Third Acquisition in Greater Philadelphia Area Adds Significant Incremental Scale to Regional Footprint
04/08/2019
The same is happening in financial services outsourcing.
04/05/2019
Diversity initiatives contradict asset managers’ vast gender pay gap
Women’s pay lags men’s as much as 46% at some investment houses
04/05/2019
Asia’s overlooked Islamic finance growth story
Labuan is a federal territory of Malaysia comprising one large main and six smaller islands located off the northern coast of Borneo.
04/05/2019
Nearly third of HNW successors leaving parents’ wealth managers
Involving clients’ children was found to minimise the risk of losing their business by 24.2 per cent, followed by encouraging clients to involve the next generation in the financial decision-making process at 21.6 per cent.
04/05/2019
UBS said to weigh asset management merger
The company has been assessing the market for at least a year as dealmaking picks up across the industry, according to the people.
04/05/2019
BTG Moves Beyond Volatile Past in Shift That Downplays Trading
Bank emphasizes its asset- and wealth-management businesses
04/05/2019
Broadridge Launches Securities Lending Assessment Solution for Mutual Funds
The Securities Lending Board Insights reports are designed specifically for those who oversee (rather than carry out) securities lending arrangements.
04/05/2019
The majority are bank branch-based advisors in its mass-affluent Chase Private Client group, with about 2,800 additional advisers on JPMorgan Private Bank or J.P. Morgan Securities teams servicing high- and ultra-high-net worth clients.
04/05/2019
UBS is likely to address its approach to the resolution, including whether it will attempt to recoup money from brokers or other employees, in upcoming meetings, the internal source said.
04/05/2019
Alan Knowles, managing director of Cura Financial Services and Chair of the PDG, said: “We are delighted to see St James’s Place Wealth Management and Essential Insurance join the PDG.
04/05/2019
In Hong Kong, a major hub for wealthy Chinese investors, 50 per cent of private bankers with a managing director title are women
04/05/2019
It also shows that market potential is growing, as demonstrated in Deloitte's 2017 Innovation in Private Banking & Wealth Management report.
04/05/2019
This whitepaper strives to figure out the commonalities amongst the service models adopted by the banks as well as future trends.
04/05/2019
The fund has returned 28 per cent over the past three years.
04/05/2019
The new firm will be called Arve Asset Management and has already secured a Finma licence.