06/28/2017
Standard Bank takes top spot for wealth services
Standard Bank beat Sanlam Private Wealth and Nedbank Private Wealth for the overall award.
Wealth and Asset Management
06/28/2017
OCBC is divesting its non-core businesses, investing in wealth management
UE has attracted many suitors as its core businesses comprise property development, hospitality, engineering and distribution.
06/28/2017
Netwealth exceeds $14b FUM/A
The firm said the result reflected Netwealth’s focus on managed account and platform technology.
06/28/2017
Wealth and investment leads Aussie fintech
According to FinTech Australia chief executive Danielle Szetho, fintechs operating in the consumer-facing wealth and investment space have already made major penetrations into the Australian market.
06/28/2017
Singapore Dreams of Its Own J.P. Morgan
Double-digit returns on equity are becoming rare in developed Asian banking markets outside of Australia.
06/28/2017
Fintech Push at BNP Paribas Asia
The French bank also said it expects to be among the top five private banks in the APAC region within the next three to five years.
06/28/2017
Getting on the front foot to deliver performance
He says he sees more of a realistic perspective and understanding that it will be difficult to replicate the performance in the first part of the year.
06/28/2017
AZ Swiss & Partners to buy yet another Swiss wealth manager
The company has a total headcount of 19 professionals, of which more than two thirds are dedicated to provide investment management services.
06/28/2017
Wealth management services not just for the extremely wealthy
Credit union members may be overlooked, underserved in the changing marketplace, ACUC audience told
06/28/2017
Dress Code Draws Cool Reception
The style guide goes into effect in July and sets «clear standards» for roughly 160 front-facing bankers.
06/28/2017
Wealth Management Industry Hit by Lower Fees, Fewer New Clients
“There’s obviously a dynamic in the industry that’s challenging advisers and their value right now.”
06/28/2017
Feds lift consent order against Gibraltar Bank
Gibraltar was fined $4 million in 2016 by federal banking regulators for violations of the U.S. Bank Secrecy Act following two separate complaints.
06/27/2017
HSBC – the private bank with a truly global perspective
To help clients HSBC's experienced strategists and asset class-focused specialists, part of HSBC’s well established global capabilities network, identify tactical asset allocation opportunities and High Conviction Themes, based on thorough mark
06/27/2017
Strategic priorities for the asset and wealth management industry
Roland Berger mapped out the net revenues as a share of AuM for several of the globe’s largest players.
06/27/2017
Wealth management group expands fund range
Tavistock said it has expanded its fund range following demand from clients for asset-specific portfolios.
06/27/2017
AIM-listed wealth firm fails to find buyer
In April Frenkel Topping, which specialises in advice on clients who have had personal injury pay-outs, put itself up for sale.
06/27/2017
‘Why we at Guardian Wealth Mgmt are expanding into corp services’
It is also, for us, a natural follow-on from our decision, made some years ago, to hire only qualified advisers, typically from the UK.
06/27/2017
Oppenheimer Europe to Hire Corporate Bankers as Wealth Lure Dims
Wealth management in the U.S. generates 67 percent of the firm’s global revenue
06/27/2017
Deutsche AM to Offer Training to Swiss Bankers
They won’t legally remain Deutsche Bank staff and instead become employees of Deutsche Asset Management.
06/27/2017
Nikko am wins two mandates from zurich investments
The mandates would be managed by Nikko Asset Management’s head of Australian equities, Brad Potter, and Nikko AM’s portfolio manager, Jason Kim, and would be based on the comparative value analysis strategy run by the Australian equities team.