04/25/2018
Van Lanschot Kempen reports 'good start' to the year
The range of products available to Private Banking and Asset Management clients has been expanded further in recent months
Wealth and Asset Management
04/25/2018
International Financial Centres – are they still relevant and viable today?
The dozen wealth professionals attending the roundtable discussion in Hong Kong’s China Club represented a variety of global private and investment banks, law firms and independent advisory firms.
04/25/2018
Credit Suisse delivers earnings beat after boost from wealth management unit
Switzerland's second-largest bank reported Wednesday 1.1 billion Swiss francs ($1.1 billion) in first-quarter pre-tax income, underpinned by strong growth in its wealth management-related businesses.
04/25/2018
VP Bank and LLB Implement Thomson Reuters Wealth Management Solution
The relationship managers in private banking at the two banks will gain access to the most up-to-date information from the relevant financial markets including various asset classes.
04/25/2018
UAE emerges as global wealth management hub
Tax efficiency and robust regulatory environment makes GCC state attractive to wealth managers
04/25/2018
Cramer Closes Bahamas Chapter
A long story comes to an end: Cramer wanted to get rid of its Bahamas branch in the summer of 2016 and planned to sell it to a group that included IXE Holding, IPG Securities and TR4 Holding.
04/25/2018
7IM hires Rathbones director to launch Jersey office
‘We continue to see strong demand in Jersey for our discretionary investment services and platform.
04/25/2018
Credit Suisse claims strong Asia-Pacific M&A pipeline after reporting record quarterly wealth management and advisory revenues
Helman Sitohang said while the bank recorded stronger fees from M&As during the quarter, which will continue for the “foreseeable future”
04/25/2018
Markets cheer Credit Suisse - but no lift for Lloyds
The healthy wealth result in Asia result comes amid a 16 percent rise in overall net profit, underpinned by Credit Suisse's wealth arm in the rest of the world including Switzerland.
04/25/2018
UBS loses $300M team to Stifel as wirehouse exodus accelerates
The team’s clients include early stage investors and ultrahigh-net-worth individuals.
04/25/2018
City sentiment on Britain takes a turn for the better as wealth firms devote more of their portfolios to UK shares
UK shares have remained unloved relative to the majority of other equities markets around the world since June 2016
04/25/2018
Citi's conflict-free model for private banking
Coming out the GFC, Citi made a decision to change the focus and underlying strategy of its global private bank.
04/24/2018
Butterfield Reports First Quarter 2018 Results
The core efficiency ratio1 for the first quarter of 2018 was 62.3% compared with 65.4% in the previous quarter and 62.5% in the first quarter of 2017.
04/24/2018
St. James's Place first-quarter funds under management up 13% on-year
Strong new business performance and excellent retention drive net inflows 31% higher.
04/24/2018
Swiss private bank to acquire Geneva-based AM
The acquisition is in line with BPDG's three-year plan, which aims to increase the bank’s assets under management.
04/24/2018
Clearstream acquires Funds Centre
Zürcher Kantonalbank will remain one of SFCL’s main distribution partners.
04/24/2018
UBS takes on 40 Asian bankers in mammoth three-month hiring spree
The recent rise at UBS takes its RM workforce to 1,077
04/24/2018
Geneva Private Bank to Buy Asset Manager
The acquisition will increase assets under management at BPDG to about three billion Swiss francs.
04/23/2018
Wealth managers are worried they're failing to serve the world's richest women
Though most might assume that women's investment needs are little different to men's, Orbium found that 78 per cent of respondents said some of the world's richest women were not having their financial considerations addressed.
04/23/2018
UBS profit lifted by wealth-management gains
Asset Management had strong net new money of CHF 27bn excluding money markets, taking invested assets to CHF 792bn, the highest in a decade; adjusted1 PBT was CHF 108m.