07/10/2017
How Credit Suisse is redefining client focus
We need to be disciplined, otherwise we will be under-investing in our most valued clients
Wealth and Asset Management
07/10/2017
UBS and Credit Suisse cut back on domestic mortgages
Swiss banks’ market share falls amid concerns over loan risk and house prices
07/10/2017
Danske Bank’s UK wealth management business changes hands
The deal involves the transfer of the management of more than 1,100 Danske Bank customer investment portfolios, which are currently managed by the bank’s Belfast-based investment centre.
07/10/2017
Sanlam UK begins ‘herculean’ charity cycle challenge for CASCAID
The Sanlam team will be joined on the route by professional cycling outfit ONE Pro Cycling, headed up by chief executive and former English international cricketer Matt Prior, who himself will join the challenge for three legs of the journey.
07/10/2017
A $2.7 trillion money manager is backing an investment fund cofounded by Bono
According to UBS's white paper for Davos 2017 , private wealth could play a much bigger role in funding the SDGs, yet most initiatives ignore it.
07/10/2017
CIBC adds to U.S. wealth management business with acquisition
Further extends CIBC's wealth management business and North American platform
07/10/2017
Lombard Odier Wins 'Western Europe's Best Bank for Wealth Management'
They seek to celebrate banks that are truly world class in their management and in the services they deliver to clients
07/10/2017
Citibank wealth management unit sees client growth for 2017
The bank said its digital transactions were gaining traction amid a 20 per cent drop in teller and phone transactions
07/10/2017
Service Awards: huge selector response shows quality is crucial
Probably they have too many clients and they cannot cope at all.
07/10/2017
Fidelity tops list of UK fund-pickers’ favourites
Fidelity comes top of consultancy's annual list of funds popular with UK retail buyers
07/07/2017
KBC recognised for world’s best transformation of a financial institution
KBC wins 2017 Euromoney Global Awards for Excellence for World’s Best Bank Transformation, Best Bank Transformation in Western Europe and Best Bank in Belgium
07/07/2017
New Firm For UHNW Joins Raymond James
Requisite Capital, a hybrid firm, is using FallLine Securities as its broker-dealer and private wealth management services provider.
07/07/2017
Ohanessian vindicated by record Praemium inflows
This drove Praemium's total funds under administration to $6 billion.
07/07/2017
Rothchild, Espresso house, and Pinault family
It will not be a significant challenge for our business.
07/07/2017
Guide urges consumers to ask tough questions of wealth managers
It also implies it is much better to seek out a wealth manager that provides independent financial planning.
07/07/2017
NAB apologises for wealth adviser breach
Customers were issued statements of advice and financial services guides that ASIC said failed to fully disclose the connection between the financial adviser, the financial advice licensee and the products that the adviser was recommending to the customer
07/07/2017
Japan's MUFG to leverage Morgan Stanley expertise in wealth management foray
MUFG's foray into wealth management comes as profitability at Japan's banks is pressured by negative interest rates and tepid corporate demand for cash during a period of weak economic growth.
07/07/2017
Ex-Coutts and Barclays pair launch new firm
There is little information currently available on CubicStone, however it will focus on providing wealth management services and specialised finance for individuals and companies.
07/06/2017
Liontrust reports drop in quarterly net flows, addresses FCA asset management report
Liontrust said it is in a strong position to a co-operate with the FCA's calls to cut costs and increase transparency in the £7trn investment sector
07/06/2017
Unigestion wins Boutique Asset Manager of the Year
The judges selected Unigestion based on a number of developments at the firm over the past year.