01/16/2018
Netwealth posts £3.1m loss following big capital raise
Over the past year, the company has also reported that its average client account size has increased from around £200,000 to over £300,000.
Wealth and Asset Management
01/16/2018
Emotomy Integrates With Interactive Brokers
Advisors can now use Emotomy for a seamless online client onboarding experience which includes electronic signatures of the advisor's agreements and disclosures as well as account opening at Interactive Brokers.
01/16/2018
Lugano adviser launches WM platform with European peers
This ranges from expertise in asset management to private equity and real estate investments.
01/15/2018
LGT Vestra reports growth from zero to £10 billion of assets under management in 10 years
LGT Vestra's private ownership structure enables a long-term approach to managing the business and client portfolios thus avoiding short term market pressures.
01/15/2018
This fintech firm is aiming to steal the dinner off wealth managers' plates by targeting the super-rich
It might seem that high-net-worth investors are unlikely to turn from the trusted wealth managers of Mayfair and the City.
01/15/2018
Succession buys four more firms
Succession Group has bought four more financial advice firms from across the UK.
01/15/2018
What you need to know about Asian private banking jobs in 2018
Hiring individual mid-to-junior-level bankers brings up headcount numbers, but not all of them will be successful and some will even end up being retrenched
01/15/2018
Offshore firm bolsters Luxembourg and Mauritius offering
Ocorian Completes Acquisition of MAS International to Extend its Fund and Corporate Services in Luxembourg & Mauritius
01/15/2018
Lugano WM wins Finma licence amid expansion boom
The firm has since been on a rapid expansion path with more plans projected.
01/14/2018
Swiss bank adds ‘exciting’ to job description
One of Zurich’s largest banks wants to overhaul characteristics traditionally associated with industry
01/12/2018
Credit Suisse named Asia Pacific's best private bank for the third consecutive year
"Asia's private banking industry enjoyed a stellar 2017 on account of strong markets and client activity."
01/12/2018
Best Private Bank Of The Year Monaco: Compagnie Monégasque de Banque
Fully owned by the leading Italian investment bank Mediobanca, Monaco’s CMB is among the world’s true private-banking luminaries.
01/12/2018
Premier Banking model adopted by many high-street banks in the Europe is failing
He argues that retail banks have failed this large and important segment of the market by lumping everyone together into the same bucket and then designing a “one size fits all” solution known as premier banking.
01/12/2018
Director stages management buyout at Glasgow wealth manager
We are grateful for the support and assistance provided by Clydesdale Bank
01/12/2018
Wealth industry landscape set to alter dramatically
ANZ Banking Group sold its life insurance business to Swiss giant Zurich for $2.85 billion
01/11/2018
Rathbones closes in on £40bn following healthy 14.3% AUM surge
The AUM in the group’s unit trust business hit a record £5.3 billion.
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.
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.