12/22/2017
UBS becomes first bank to invest in Asia’s women billionaires
Swiss-based investment bank offers UBS Unique – the first and only investment bank service tailored to needs of wealthy women
Wealth and Asset Management
12/21/2017
Coutts says Europe and Japan behind its investment returns
Solid performance from Coutts Investments
12/21/2017
Boston Private to shed $9B wealth management unit
The firm provides both banking and investment management services to the wealthy.
12/21/2017
Pictet’s Collardi coup rewards bank on right track
As the poster-boy of Swiss private banking, Mr Collardi could do no wrong for many years, although he had been growing restless.
12/21/2017
It's an inspiring time of the year. - Marlo Thomas
Even nations that do not celebrate Christmas can't help but be caught up in the collective spirit of their neighbors, as twinkling lights dot the landscape and carols fill the air.
12/21/2017
Banks Vie for $200 Billion of Latin American Tax-Amnesty Wealth
Brazilian lenders, benefiting from a deep familiarity with Latin America, are sensing an opportunity as they compete with less-entrenched rivals
12/20/2017
Notice of PreClose Trading Update
Update for the half year to 31 January 2018
12/20/2017
SGG Group and First Names Group join forces
The combination of SGG Group and First Names Group strengthens SGG Group’s reach and capabilities in key markets such as Jersey, Guernsey, the Isle of Man, Switzerland and Cyprus.
12/20/2017
Oakbrook Solutions Shortlisted for the 2018 Private Asset Management (PAM) Awards
Oakbrook Solutions has been shortlisted for the 2018 Private Asset Management (PAM) Awards for the third consecutive year in the best consulting firm for family offices category.
12/20/2017
Rathbones’ Thomson slashes UK exposure
Rathbones’ Global Opportunities Fund has dropped its UK exposure from 25% to 7% over the past year.
12/20/2017
Krawcheck expands Ellevest robo to three service levels with more human advice
Firm adds premium and private wealth management tiers with elements of goals-based planning and career advice
12/20/2017
Edelweiss Wealth Management acquires securities business
The acquisition is subject to receipt of requisite regulatory clearances and fulfilment of terms and conditions customary to a transaction of this nature.
12/20/2017
Stonehage Fleming makes emphatic return to profit
The full year accounts revealed for the first time that FF&P had been acquired for £1.4 million.
12/20/2017
GAM caps executive pay after investor revolt
Swiss fund manager to cut fixed salary of chief executive and cap bonus pool of board
12/19/2017
Old Mutual strikes £600m asset management sale deal with TA Associates
The Single Strategy business has £25.7bn in assets under management.
12/19/2017
Geneva bank sets its sights on asset management firm
Geneva-based Banque Profil De Gestion plans to acquire an institutional investor, the firm has announced
12/18/2017
Proposed acquisition of Generali PanEurope to create €24 billion specialist wealth manager
The sale of the business to LCCG marks a very important step in our future development.
12/18/2017
Pictet WM Continues To Smile On Developed Market Equities, Frown On Sovereign Debt
Tom Burroughes, Group Editor , 18 December 2017
12/18/2017
Jersey – an IFC island in the mainstream of global finance
One of the Jersey Finance team’s key challenges is differentiation of jurisdiction and value proposition.
12/18/2017
Smith & Williamson 'not in position to list' until late 2019
Funds under administration were up 16% over the period to £10.7 billion.