09/06/2017
Neuchâtel bank opens new Lausanne office
This new branch affirms the Group's desire to be the local bank of a private and institutional clientele to which it is entirely dedicated.
Wealth and Asset Management
09/05/2017
Citi Australia to Triple Size of Wealth Management Business by 2020
The focus on wealth management in Australia follows similar expansion in APAC.
09/05/2017
Swiss Bank Vontobel Launches Derivative Products in Hong Kong
Investors in Asia, who tend to have a greater affinity for trading frequently than their wealthy counterparts elsewhere, continue to favor such products, which offer exposure to derivatives.
09/05/2017
Acquisitions boost Mattioli Woods profits
We believe our capabilities as trusted adviser, administrator, product provider and asset manager allow us to deliver improved and sustainable client outcomes.
09/04/2017
Raising the bar asia's empowered investors want customisation
They want to have informed conversations with their Wealth Managers, as they believe this will result in better outcomes.
09/04/2017
Legend Holdings to buy Luxembourg bank
Chinese companies have become increasingly interested in European banks despite the sector’s low profitability.
09/04/2017
Old Mutual Wealth splits funds unit into two
OM Wealth said it will now work with the management of Old Mutual Global Investors to examine “internal and external structures for the single-strategy business to continue to develop it further.”
09/04/2017
Private bank accused of witch hunt
She has hit the firm with a tribunal.
09/04/2017
Wealth managers begin to outsource in drive to cut costs
Mid-tier companies react to tightening operating margins and rising compliance costs
09/04/2017
Switzerland commits support to India in fight against black money
India wants information from Switzerland about black money stashed away by Indians in Swiss banks.
09/04/2017
ANZ Wealth: A One Horse Race
Other Australian banks went for a more simplified disposal process.
09/01/2017
Majority of asset managers to absorb external research costs
Big fund houses to pay for analysts’ work as sector prepares for European rule change
09/01/2017
Old Mutual Wealth buys another advice firm
The deal is the latest in a string of acquisitions for the Old Mutual advice business.
09/01/2017
CIBC completes acquisition of Geneva Advisors
Extends CIBC's North American wealth management business and platform
09/01/2017
Vontobel to target US market as part of international expansion
Swiss bank’s US wealth management business looks after SFr3bn in assets
09/01/2017
Private banking battles for clients’ assets
As investors get tired of finance without a face, the industry seeks to cater to the emotional need of customers
09/01/2017
Smith & Williamson and Rathbone Brothers end merger talks
It had incurred a £5m charge for expenses related to the prospective merger.
09/01/2017
International wealth hub sets up in Australia
A new social network hub dubbed Planet of Finance has launched in Australia, set to be unveiled at next week’s IFA Convention in Sydney.
09/01/2017
JERSEY Finance: New campaign to boost finance industry image
Most people in Jersey don’t use our services and we’ve got to explain what those are
08/31/2017
MetLife likely to buy ANZ’s wealth unit
One sticking point is whether the buyer takes on a local partner.