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.
Wealth and Asset Management
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.
12/18/2017
How You Can Tap Millennial Wealth
By 2020, that figure will rise to $24 trillion, according to Deloitte data he cites.
12/18/2017
Dirk Klee: «We Built Sort of iPhone»
Talented private bankers are hard to come by, so they need to be equipped with digital tools, UBS wealth management operating chief Dirk Klee tells finews.asia.
12/18/2017
Utmost Wealth and Generali PanEurope to merge
Life Company Consolidation Group is to acquire Generali PanEurope with plans to create a specialist wealth manager by combining it with Utmost Wealth Solutions in a show of “commitment to the international life market”.
12/15/2017
Standard Chartered Private Bank – Taking the wealth management proposition forward in India
Not only the client mix, but the markets are changing rapidly across all asset classes.