02/19/2018
Wealth manager acquires Grennan Advisers
We have always prided ourselves on delivering a relevant proposition as well as giving clients peace of mind and are delighted that Sanlam will continue with this approach.”
02/16/2018
CEO Tidjane Thiam can take credit for the turnaround strategy: Credit Suisse is considerably slimmer, more efficient, and most importantly, more solid than it was when he arrived in 2015.
02/16/2018
The formula is one increasingly employed by private banks in order to get a leg up with big, family-controlled firms.
02/16/2018
Through Vistra Alliance, Vistra has developed a strong ten year relationship with the team and we have seen first-hand that Ireland has become a key jurisdiction for inward investment.
02/16/2018
Deutsche Bank to sell Cayman, Channel Island ops
The transaction is expected to close in stages during 2018
02/16/2018
Bank of NT Butterfield & Son posts 4Q profit
These strong results were driven by our specialized banking and wealth management businesses that generate consistent fee income
02/16/2018
The wealth management industry is certainly evolving.
02/16/2018
So what else is new? After all, as the rich get richer, and with a turbo-charged China, the fact that more of them are women is to be expected.
02/16/2018
Invesco acquired index fund business PowerShares in 2006, which currently manages $139 billion of assets.
02/16/2018
She commented that Nigerians were good at making money and creating wealth, but had yet to pay attention to sustaining the wealth, and passing it on to the next generation.
02/15/2018
Wealth management is still a relatively small part of Goldman Sachs, which had total revenues of $32.1 billion in 2017.
02/14/2018
They offer guidance on a range of financial issues including investments, retirement, estate planning, charitable giving, and family business issues.
02/14/2018
This addition supports the firm's objective of growing assets under management and administration, to enhance the long-term stability of its earnings potential.
02/14/2018
Distribution is another area where we are poised to see changes which Ellis feels is very natural and a matter of diversification of risk.
02/14/2018
Analysts had expected Switzerland’s second-biggest bank to post a 1.1 billion Swiss franc loss because of the writedown.
02/14/2018
The investment bank has just over 700 private wealth advisers who brought in a staggering $4.5 million in revenue each on average
02/14/2018
Old Mutual acquires IFA as deal hunt continues
The business employs more than 50 financial advisers across the UK and continues to grow.
02/14/2018
Wealth should bring opportunity, not conflict. Read our tips for maintaining family harmony while managing your finances.
02/14/2018
The cost increases at UOB and OCBC mean they are narrowing the earnings gap with DBS, where per-head compensation fell by 5% over the same period as it took on cheaper staff in India and in retail banking, following the acquisition of some of ANZ’s
02/14/2018
Banks have responded by building EAM arms to cater to the niche in Switzerland, and UBS and Credit Suisse are among the biggest players.