03/17/2017
Barclays PLC is Upgraded by Morgan Stanley to Overweight
Barclays PLC is a global financial services holding company.
Wealth and Asset Management
03/17/2017
Raymond James Grabs Another Wirehouse Team
This is the second major team to leave Merrill Lynch for Raymond James this month.
03/17/2017
CIM Financial Services to sell global business activities
Cim Global Business management team share our growth ambitions and are equally passionate about supporting the needs of our clients.
03/16/2017
Ultra-wealthy drawn to UK schools
The survey revealed that the UK is becoming especially attractive to the ultra-wealthy.
03/16/2017
Driving collaboration and inclusion for independent wealth in Singapore
He has calculated that around 6% to 7% of client assets within private banks in Singapore today are managed by IAMs.
03/16/2017
JOHCM's John Wood to retire after 26-year career
Managed UK Opportunities fund since 2005
03/16/2017
ABN AMRO publishes 2016 Annual Report
ABN AMRO delivered solid results with and for its clients and other stakeholders in 2016.
03/16/2017
MCB Capital Markets advises SGG Group on the acquisition of Cim Global Business
The transaction is expected to complete in Q2 2017 and is subject to regulatory and shareholder approval.
03/16/2017
World's biggest fund manager issues Darth Vader-style threat to oust bosses who ignore climate change
Over the course of 2017 we intend to engage companies most exposed to climate risk to understand their views on.
03/16/2017
Guernsey makes further captive moves into China with Beijing MoU
Deputy Director Hu said he was honoured to receive a delegation from Guernsey.
03/16/2017
Wealth Management Economies of Scale
That wealth management is a business predicated on scale is an oft-forgotten fundamental truth.
03/16/2017
Anne Shumadine Named Best Multi-Family Office Executive At The Family Wealth Report Awards 2017
Everyone at Signature has played a part in building the great company that was recognized.
03/15/2017
Citi Private Bank Recognized for Excellence in Private Banking
These awards recognise the very best operators in the private client industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process - such that the awards truly reflect excellence
03/15/2017
Another Bank Goes After Growing Thai Wealth
The Bangkok Post reports that the Kuala Lumpur based bank aims to expand the number of its wealth customers under its CIMB Preferred scheme to 70,000 this year from 58,627 last year
03/15/2017
Credit Suisse inks credit research deal with Singapore analytics firm
At the same time, institutional investors and regulators alike are increasingly demanding best-in-class independent research.
03/15/2017
UBS Wealth to provide specialised financial services to foreign residents in Singapore
The Resident Foreigner Team - headed by Sean Straton - will work closely with high net worth clients who demand access to a global platform
03/15/2017
Brooks Macdonald sees 19% growth in funds under management
Driven by investment performance
03/15/2017
Old Mutual Wealth creates Birmingham base with double acquisition
The deal terms include OMW Private Client Advisers taking on all liabilities for Premier’s past advice.
03/15/2017
EFG expects fight with BTG Pactual over final BSI price
This has meant EFG has taken on fewer assets than hoped for when the deal was agreed.
03/15/2017
Popular event marks Exchange’s launch in Isle of Man
Mr Moulton welcomed guests to the event and he was joined by Treasury Minister Alf Cannan, MHK.