07/16/2018
Indosuez beefs up Asia client relations team with 6 bankers
The additions to the team in Hong Kong and Singapore come a year after Indosuez acquired the private banking business of Credit Industriel et Commercial in the two markets.
Wealth and Asset Management
07/16/2018
Investment management group halves gold exposure in its fund range
The gold trade, which we initiated at the end of 2015, has served portfolios well, especially as we moved through a period where markets have been driven more by liquidity than fundamentals.
07/16/2018
Standard Life Aberdeen backs £17.5m Saranac fundraise
There two new groups joining the shareholder list, the Noé Family and US based structured credit firm Zais Group.
07/16/2018
WH Ireland joins Research Tree’s growing platform
"...we see Research Tree as a great way to help us in maximising the distribution of our research offering"
07/16/2018
Wells Fargo wealth unit profit slumps 37% in Q2
The division’s revenue for the quarter ended 30 June 2018 was $3.95bn, down 6% from $4.22bn in the corresponding quarter of 2017.
07/13/2018
Netwealth sees 'once in a lifetime shift' in wealth management
Matt Heine, who along with his father Michael Heine heads up the Melbourne-based company
07/13/2018
Pub Club with Andrew Davies, LGT Vestra
Davies last met us in 2016 not long after the office had opened and he had made the move from Barclays Wealth & Investment.
07/13/2018
Goldman’s Wealth Management Strategy
Its big plan for doing so: get the money it makes for founders through its investment banking business to stay at the firm in its wealth management arm.
07/13/2018
GAM expects increase in pre-tax profits
All the aforementioned figures for the first half of 2018 are estimates and the final results will be released on 31 July 2018.
07/12/2018
Julius Baer Mulls Takeovers, Partnerships for Asian Growth
Earlier this year Julius Baer agreed on a partnership with Siam Commercial Bank Pcl in a move to address the onshore wealth market in Thailand.
07/12/2018
96% of High Net Worth Advisors say Clients Want to Remain at Home
Although nine out of 10 advisors concluded it was “somewhat” or “very” likely that clients who wish to stay in their homes would be able to, advisors said it is crucial that these preferences are shared with children and family mem
07/12/2018
Here's Why There Aren't More Women in Asset and Wealth Management
It's no secret that there just aren't enough women in asset management or financial advisory services. Janet Cowell, CEO of Girls Who Invest tells us why. Watch!
07/12/2018
ICBC Credit Suisse loses half of onshore assets
The total AUM of the firm was down to RMB 129bn from RMB 337.2bn year-on-year, according to Amac data.
07/12/2018
JPMorgan to sell India fund management arm that targets HNWI
JP Morgan Asset Management is preparing to exit all four remaining investments made from its first India-focused realty fund
07/12/2018
Liontrust reports net inflows of £320m in Q2
‘The quality of our fund management teams is a key differentiator for Liontrust and means the Company is well positioned to continue to grow.’
07/12/2018
UBP expands its euro fixed-income offering
The fund is currently available to investors in Austria, Denmark, Finland, France, Germany, Italy, Luxembourg, the Netherlands, Norway, Sweden, Switzerland, and the United Kingdom.
07/12/2018
SGG Group acquires Augentius
The services offered by Augentius will complement SGG Group’s current funds offering, including a state-of-the-art technological platform and experienced team with the reputation of providing high quality service.
07/12/2018
Partners Group reports significant growth in client investments
This brings its assets under management to a total of CHF 78.1 billion as of 30 June 2018, having undergone net growth of 8%.
07/12/2018
Berenberg wins first FTSE 100 broking client
Germany's oldest bank that is trying to win more work with the UK's largest companies
07/11/2018
Geneva PB suffers disappointing start to 2018
The final results will be announced at the end of the month, following the approval of the board of directors.