09/06/2017
UBS Agrees to Scoop Up Some HSBC Clients in Latin America
The bank expects up to 40 employees will be offered roles at UBS to serve the clients.
Wealth and Asset Management
09/06/2017
Building trust by putting ethics at the core of wealth management
The industry bubble in wealth management will burst sooner or later.
09/06/2017
Julius Baer Taps Investors Again
The instrument has been assigned a Moody’s provisional Baa3 instrument rating, which is equivalent to the ratings of the two outstanding SGD high-trigger AT1 securities issued in 2015 and 2016.
09/06/2017
SJP and HSBC ditch contracts with disgraced PR firm
It used Bell Pottinger on specific contracts in the past but will no longer do so.
09/06/2017
KHT to Showcase Group Appeal at Monaco Yacht Show 2017
The team will be led by James Porter (Business Development Director) who also heads up Knox House Marine & Aviation (a division of Knox House Trust)
09/06/2017
Fiduciary Trust Named Best Wealth Manager
Readers of Massachusetts Lawyers Weekly selected the independent, client-focused firm as the best for wealth management and financial advice.
09/06/2017
Standard Bank Wealth International delivers strong set of half-year results
Standard Bank Wealth International, which this year celebrates the 25th anniversary of the business in the Isle of Man, is 100% owned by Standard Bank Group
09/06/2017
Neuchâtel bank opens new Lausanne office
This new branch affirms the Group's desire to be the local bank of a private and institutional clientele to which it is entirely dedicated.
09/05/2017
Citi Australia to Triple Size of Wealth Management Business by 2020
The focus on wealth management in Australia follows similar expansion in APAC.
09/05/2017
Swiss Bank Vontobel Launches Derivative Products in Hong Kong
Investors in Asia, who tend to have a greater affinity for trading frequently than their wealthy counterparts elsewhere, continue to favor such products, which offer exposure to derivatives.
09/05/2017
Acquisitions boost Mattioli Woods profits
We believe our capabilities as trusted adviser, administrator, product provider and asset manager allow us to deliver improved and sustainable client outcomes.
09/04/2017
Raising the bar asia's empowered investors want customisation
They want to have informed conversations with their Wealth Managers, as they believe this will result in better outcomes.
09/04/2017
Legend Holdings to buy Luxembourg bank
Chinese companies have become increasingly interested in European banks despite the sector’s low profitability.
09/04/2017
Old Mutual Wealth splits funds unit into two
OM Wealth said it will now work with the management of Old Mutual Global Investors to examine “internal and external structures for the single-strategy business to continue to develop it further.”
09/04/2017
Private bank accused of witch hunt
She has hit the firm with a tribunal.
09/04/2017
Wealth managers begin to outsource in drive to cut costs
Mid-tier companies react to tightening operating margins and rising compliance costs
09/04/2017
Switzerland commits support to India in fight against black money
India wants information from Switzerland about black money stashed away by Indians in Swiss banks.
09/04/2017
ANZ Wealth: A One Horse Race
Other Australian banks went for a more simplified disposal process.
09/01/2017
Majority of asset managers to absorb external research costs
Big fund houses to pay for analysts’ work as sector prepares for European rule change
09/01/2017
Old Mutual Wealth buys another advice firm
The deal is the latest in a string of acquisitions for the Old Mutual advice business.