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.
Wealth and Asset Management
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.
08/25/2017
Vontobel gets go-ahead for new ownership structure
The earliest possible date of termination for the old shareholder pooling agreement would have been the end of 2018.
08/25/2017
International brand is launched
A move to larger premises is expected later in the year.
08/25/2017
Canadian banks want bigger piece of U.S. wealth management
During quarterly earnings calls this week, two Canadian banking giants — Royal Bank of Canada and Canadian Imperial Bank of Commerce — outlined plans to expand their U.S. wealth divisions and turn up the heat on their stateside peers.
08/25/2017
Openwork hits £5bn with SJP copycat fund range
Now Openwork is boasting about reaching a 'milestone' £5 billion of assets in its fund range Omnis.
08/24/2017
Keeping India on track for a bright wealth management future
The expectation is that clients will want to see more options across the investment spectrum, with advice on the right selections based on individual risk profiles – and also more guidance during times of market stress.
08/24/2017
Neuchâtel cantonal bank launches its first funds
The funds will be launched on 5 September
08/24/2017
Swiss Banking's Transfer Mysteries
Swiss private banking has become a merry-go-round: reputable client advisers are switching allegiance in rapid succession.
08/23/2017
Sanlam Private Wealth Africa opens office in Mauritius
This includes access to Sanlam's global investment capabilities and the UK-based SPW Global Quality Fund, named the winner in the Best Fund category of the City of London Wealth Management Awards earlier this year.
08/23/2017
UBS Slams Florida Broker’s Whistleblowing Claim as Implausible
His claim asserts two counts of violating a federal Dodd-Frank Act whistleblowing law and a Florida whistle-blowing statute.
08/23/2017
If Credit Suisse Is Going To Remain A Swiss Bank It Might As Well Be An Extremely Swiss Bank
But why would the ultra-wealthy want to bank in Switzerland these days?