08/16/2017
Vontobel's Twentyfour Surges Ahead
The company and its CEO Mark Holman are profiting from the global distribution network of Bank Vontobel.
Wealth and Asset Management
08/16/2017
UBP joins Swiss Structured Products Association
Union Bancaire Privée new buy-side member of SSPA
08/15/2017
Hargreaves Lansdown enjoys end-of-tax-year boost
Despite 'considerable investment challenges'
08/15/2017
Close Brothers swaps tracker for Schroders' US income fund
Like Schroders’ other Maximiser funds, the US vehicle – launched in April – boosts its yield by writing call options on underlying stocks.
08/14/2017
Advantage Malta: targeting high-net-worth individuals
Mr Briffa is synonymous with the operation of Sun Seeker Malta, and through his company Yacht Hub has strengthened the brand’s presence in the Mediterranean region.
08/14/2017
Asset managers must be nimble to navigate dynamic savings landscape
Standard Life Aberdeen begins life at a time when clients expect new products and solutions to meet their changing needs
08/14/2017
Lloyds to push deeper into wealth management sector
UK bank to expand pension and investment products to existing customers
08/14/2017
Prestige and the weak pound draw wealthy Arabs to UK schools
They are increasingly being joined by students from Asia.
08/14/2017
Merger of Aberdeen Asset Management and Standard Life completes
It will have over 1,000 investment professionals and AUD $988* billion in assets under management.
08/14/2017
Performance-related pay and banking do not mix
Many of the scandals we are still wading through stem from poor incentives
08/14/2017
ZKB Plans Revamp of Private Banking Services
The conditions and service arrangements will be adjusted accordingly.
08/14/2017
Swiss Wealth-Management Industry is looking to strengthen in Asia
Wealth-management activities for Asia developing from bases in Switzerland makes sense.
08/11/2017
Old Mutual on track for split; plans to float two more units
The group’s stake in US-based Old Mutual Asset Management will be sold down to 6 per cent later this year.
08/11/2017
Old Mutual pumps £200m into wealth arm ahead of float
Strong trading and profits in a year of investment
08/11/2017
Succession sees losses deepen
This morning (11 August) Succession also published its results for the first half of 2017, which showed its funds under management had risen to £5.6bn.
08/10/2017
Luxembourg part of top destinations for asset management
Luxembourg did not speak badly of its competitors.
08/10/2017
Sanlam steps up SJP challenge with £1.5bn network deal
Sanlam has convinced us that they are the right firm to take the business forward.
08/10/2017
Intesa Sanpaolo set to buy Geneva private bank
A deal to buy Morval could be reached shortly and the closing is expected by the end of the year, the source said.
08/10/2017
Corporate teams will join world’s leading triathletes in Jersey
They will be joined by teams of corporates, including Santander Group, UBS AG, First Names Group, Ravenscroft Group, and others looking to test themselves at the same event as the best triathletes in the world.
08/10/2017
Responsible investing: Going beyond philanthropy
Impact investing has evolved from being a subset of socially responsible investing and environmental, social and governance investing, where the strategies go beyond avoiding sin stocks to focusing on positive outcomes for the environment or community.