08/30/2017
Pictet Profit Jumps
These figures are respectively 14%, 31% and 29% higher compared to the same period in 2016.
Wealth and Asset Management
08/29/2017
$600M Merrill team leaves for Dynasty-affiliated RIA
The RIA specializes in serving business owners who work in the energy industry.
08/29/2017
Valartis reports significantly loss in the first half year
This loss is mainly due to follow-up costs for the group restructuring of the last years and currency adjustments on balance sheet assets.
08/29/2017
StanChart plays the numbers game in Indonesia
Although Standard Chartered has been operating in Indonesia for the past 154 years, it is only over the last 14 of these that it has been active in the wealth management space. And Simarno is anxious to make up for lost time.
08/29/2017
Wealth Managers Prepare for Coming M&A Surge
Timing can mean everything, and buyers are preparing to pounce.
08/29/2017
Van Lanschot Kempen H1 operating profit before tax rises to 74.7 million euros
Net inflows break down into €1.3 billion at Asset Management and €0.3 billion at Private Banking.
08/29/2017
Liechtenstein's Princely Bank Excels
LGT signalled its intent to expand in emerging economies last year when it bought ABN Amro's private banking operations in Asia and the Middle East, which came with $20 billion in assets.
08/29/2017
RBC Vision Fossil Fuel Free Global Equity Fund launches
"RBC Global Asset Management has offered socially responsible investment solutions to Canadian investors."
08/29/2017
Beat Wittmann Launches Investment Boutique
The two investors also were the driving forces behind TCMG asset management, a company owned by Raiffeisen Switzerland.
08/29/2017
Wealth giant tries to gatecrash £2bn Smith & Williamson merger
One insider close to the situation described the value of the two bids as "comparable", but said the Tilney offer would provide "greater certainty" because it would be entirely in cash.
08/29/2017
Wealth manager lets clients see all assets in one place
The portal safeguards data by using bank-level security and 128-bit encryption.
08/29/2017
Zollikon wealth manager changes name to avoid confusion
After the launch of his own firm he continued to manage the strategy as an external asset manager.
08/29/2017
Passing the Baton for Coram - celebrating the 325th anniversary of Coutts
Peter Flavel, Coutts CEO commented: “We wanted to mark the 325th anniversary of Coutts by giving all our colleagues around the country the opportunity to take part in something truly memorable that visits all 15 of our regional offices. I am delight
08/28/2017
Future-proofing private banking
He believes that key to this is being able to map the personality traits of clients and then design investment portfolios that are suited to them.
08/28/2017
HSBC 'back in growth mode' in Singapore
Bank sees retail, wealth management as key areas for success, says top executive
08/28/2017
Wealth Manager in Asian Rebrand
Former Credit Suisse banker Simon Lints heads the Southeast Asia unit out of Singapore, while the Hong Kong business is led by Sandy Dudgeon.
08/28/2017
Top 10 mutual fund managers who created the most wealth for investors
The unprecedented gush of liquidity has come at a time when fund managers have been battling sky-rocketing valuations and lack of opportunities in certain pockets.
08/28/2017
Morgan Stanley Wealth leaves Macquarie Group at platform altar
Employees are expected to learn of the change of heart this week.
08/25/2017
UBS offloads its Dutch wealth-management business
The combination of the domestic wealth management activities of UBS in the Netherlands with Van Lanschot Kempen's offering results in a strong and differentiated proposition for family offices, foundations & charities and ultra-high net worth pri
08/25/2017
Private Banking's «Transfer» Mystery
Swiss private banking has become a merry-go-round: reputable client advisers are switching allegiance in rapid succession.