03/21/2017
Handsome Pay Increase
The executive board of the private bank received a total of 18.4 million francs, up from 17.9 million a year earlier.
Wealth and Asset Management
03/21/2017
INSIDE CREDIT SUISSE: A day in the life of a 28-year-old private banker
So what is it like for a young person working in a bank like Credit Suisse in 2017?
03/21/2017
Wealth manager expands London presence
Quadrant will broaden and add to our London business and accelerate our expansion in London and southern England.
03/21/2017
America was the only country where the number of billionaires grew last year
The greatest growth was in technology-sourced wealth.
03/20/2017
OCBC unit eyes private banking in Indonesia
It is becoming a necessity for banks here to be able to offer a variety of customised wealth products that suits the needs of our Indonesian customers.
03/20/2017
Old Mutual Int’l focuses on ‘select group’ of Swiss-based IFAs
This has involved not accepting certain lines of business, with a greater emphasis on advisers with high net worth clients.
03/20/2017
Standard Life chief defends £11bn merger
We’re not doing this for short-term reasons.
03/20/2017
BNY Mellon And Maybank Team Up
The fund will combine the expertise of BNY Mellon Japan small cap and the Maybank Asia ex-Japan small cap teams.
03/20/2017
JP Morgan AM creates sustainable investing team
The proliferation of ESG data and tools in the marketplace, growing interest from investors.
03/20/2017
Wealth consolidator seeks £10m to accelerate buy strategy
Has made five acquisitions for a combined £2 million.
03/20/2017
Indosuez pursues clear strategic path
Most notably, this is in terms of strategic positioning, strengthening its commercial offering, reinforcing the compliance and risk framework, and refining its geographic footprint.
03/20/2017
Emirates Investment Bank publishes its 2017 GCC Wealth Insight Report
The purposes of this study, HNWIs are defined as individuals with US$2 million or more in investable assets.
03/19/2017
Weatherbys launches private banking service for British expats
Weatherbys Private Bank has launched a service for British expats offering cross-border private banking and cross-currency mortgages.
03/19/2017
UBS Goes to the Headmistress
The school, where annual tuition can top $27,000, has sent 48 girls to Oxford
03/19/2017
UBS 'Very Pessimistic' About Settling Tax Fraud Case in France
The Swiss bank is looking to pay less than what it cost to resolve the German case as the French wealth-management market is much smaller
03/17/2017
WH Ireland's Roderick Buchanan
The most dramatic change was the group’s decision to scrap its existing management team and the majority of its board two years ago.
03/17/2017
Merrill Lynch head of M&A Grant Chamberlain takes his leave
An experienced natural resources banker who ran the sale processes for Anglo American's Australian coal assets.
03/17/2017
Investors' wealth surges to QR556.13bn; Firms' investibility weights to rise
Foreign Institutional Investors rushed to buy Qatari stocks that will see their investibility weights being doubled.
03/17/2017
BNP Paribas AMC launches balanced fund
The strategy of this fund could be considered by conservative investors seeking limited exposure to equities.
03/17/2017
Gens X and Y grossly overestimate inheritance
The provider cited previous research that found only 29 per cent of 50 to 75-year-olds had received or expected to receive an inheritance.