06/28/2017
AZ Swiss & Partners to buy yet another Swiss wealth manager
The company has a total headcount of 19 professionals, of which more than two thirds are dedicated to provide investment management services.
Wealth and Asset Management
06/28/2017
Wealth management services not just for the extremely wealthy
Credit union members may be overlooked, underserved in the changing marketplace, ACUC audience told
06/28/2017
Dress Code Draws Cool Reception
The style guide goes into effect in July and sets «clear standards» for roughly 160 front-facing bankers.
06/28/2017
Wealth Management Industry Hit by Lower Fees, Fewer New Clients
“There’s obviously a dynamic in the industry that’s challenging advisers and their value right now.”
06/28/2017
Feds lift consent order against Gibraltar Bank
Gibraltar was fined $4 million in 2016 by federal banking regulators for violations of the U.S. Bank Secrecy Act following two separate complaints.
06/27/2017
HSBC – the private bank with a truly global perspective
To help clients HSBC's experienced strategists and asset class-focused specialists, part of HSBC’s well established global capabilities network, identify tactical asset allocation opportunities and High Conviction Themes, based on thorough mark
06/27/2017
Strategic priorities for the asset and wealth management industry
Roland Berger mapped out the net revenues as a share of AuM for several of the globe’s largest players.
06/27/2017
Wealth management group expands fund range
Tavistock said it has expanded its fund range following demand from clients for asset-specific portfolios.
06/27/2017
AIM-listed wealth firm fails to find buyer
In April Frenkel Topping, which specialises in advice on clients who have had personal injury pay-outs, put itself up for sale.
06/27/2017
‘Why we at Guardian Wealth Mgmt are expanding into corp services’
It is also, for us, a natural follow-on from our decision, made some years ago, to hire only qualified advisers, typically from the UK.
06/27/2017
Oppenheimer Europe to Hire Corporate Bankers as Wealth Lure Dims
Wealth management in the U.S. generates 67 percent of the firm’s global revenue
06/27/2017
Deutsche AM to Offer Training to Swiss Bankers
They won’t legally remain Deutsche Bank staff and instead become employees of Deutsche Asset Management.
06/27/2017
Nikko am wins two mandates from zurich investments
The mandates would be managed by Nikko Asset Management’s head of Australian equities, Brad Potter, and Nikko AM’s portfolio manager, Jason Kim, and would be based on the comparative value analysis strategy run by the Australian equities team.
06/27/2017
JPM cuts fee on American trust by up to 50%
The house, which currently bills investors a flat 50 basis points, will reduce this to 35bp on the first £500 million of assets, falling to 30bp on assets of between £500 million and £1 billion.
06/27/2017
INVESTOPEDIA 100 Unveils Top Influential Financial Advisors
Investopedia ranks top 100 financial advisors based on digital, social and event leadership
06/26/2017
Private banker's 'love affair' still going strong
Julius Baer's S-E Asia head relishes the challenges his role offers
06/26/2017
Wirehouse training programs are back
At one time, major brokerage houses ran large, expensive training programs for thousands of young brokers, and now it looks as if they are about to return to that model.
06/26/2017
UBS And Deutsche in Poaching Spat
People familiar with the situation told the Financial Times that UBS’s exclusion partly originated from a row over Asian hiring practices.
06/26/2017
Assessing Singapore’s wealth management positioning
Yet Singapore can remain as the centre for private banking if clients from markets around the region think the expertise is still available.
06/26/2017
Mario Bassi: «Australia – The Graveyard of Private Banking?»
Are only the local banks struggling with private banking? No