01/11/2018
Equisoft enhances wealth management services
Thecompany provides banks, brokerage firms, mutual fund manufacturers and insurerswith cost-effective configurable solutions based on an extensive portfolio ofretirement planning tools.
Wealth and Asset Management
01/11/2018
Investing through disruption by Coutts
“We see changes in global trade, technological innovation and government policies as three key areas that, when combined, have the potential to fuel significant change ”
01/11/2018
Management Musical Chairs At Swiss Banks
Fierce competition among Switzerland banks for the world's wealthiest clients leads to leadership shake-ups.
01/10/2018
Julius Baer Seals Italian Deal
Kairos represents Julius Baer’s exclusive gateway to the attractive Italian domestic wealth management market.
01/10/2018
Bordier Group underlines commitment to sustainability and the deep-sea environment
Exploration is focusing on the so-called Twilight Zone – sea beds situated between 50 and 150 metres below the surface level
01/10/2018
Liontrust AUM up 9.5% in quarter
'We have expanded further our investment teams with the recruitment of David Roberts, Phil Milburn and Donald Phillips.
01/10/2018
Mercer Advisors Acquires RIA
The firm has previously been named to Worth Magazine's list of Top Financial Advisors and Bloomberg Wealth Manager's list of Top Wealth Managers.
01/10/2018
Credit Suisse's Historic Sleight of Hand Over UBS
The news followed an artful and bitter takeover battle between two titans, which reads to their rivalry today.
01/10/2018
SJP creates pension transfers guide
The brochure also explains the financial concepts involved in DB transfers, and signposts the clients to speak to their advisers in case of further questions.
01/10/2018
What to Look for in a New Third-Party Service Provider
It is your responsibility as a fiduciary to conduct thorough due diligence on any service provider prior to signing a contract.
01/09/2018
Julius Baer Still Hasn't Turned a Profit in Germany
When he said that he wanted to return first profits on a monthly basis as early as 2014, he met surprise.
01/09/2018
Updates to the Cayman Islands Beneficial Ownership Regime What
The amending legislation introduces certain key changes to the BOR.
01/09/2018
Boutique asset managers set to merge forming $2.3bn business
The firms said that 'in line with the shared boutique philosophy', the combined business will remain employee owned.
01/09/2018
Corporate Recruiter Swaps Swiss Banks
The fight for wealth management talent in Asia is well documented. Now, even in-house recruiters are in demand, with one leaving UBS for a hometown Swiss rival
01/08/2018
Leading Swiss private banking group to sponsor Zurich E-Prix
The electric street racing series will be bringing circuit racing back to Switzerland for the first time in over 60 years
01/08/2018
Wealth manager hits the acquisition trail again
The acquisition is expected to contribute approximately £170,000 of recurring revenue to the company.
01/08/2018
Mattioli Woods eyes more buys as assets hit £8.3bn
Gross discretionary assets under management have reached £2 billion, up from £1.6 billion in the figures released in September.
01/08/2018
How High-Net-Worth Accountants Generate Referrals From Other Professionals
Some approaches are unquestionably more efficacious than others.
01/08/2018
UBS in Talks to Buy Majority Stake in China Securities JV
UBS has started talks with its local partners on taking a 51 percent stake in the venture, Ermotti said in an interview in Shanghai on Monday with Bloomberg Television’s Tom Mackenzie
01/08/2018
First Aussie fixed income mandate for global manager
A global asset manager with Swiss heritage landed its first Australian fixed income mandate recently as a wealth management firm announced the latest additions to its multi-manager suite