04/04/2018
LLB finalises takeover and moves into Swiss fund market
The bank will undergo reorganisation as part of the acquisition, said the statement.
Wealth and Asset Management
04/04/2018
Geneva-based bank opens Zurich office
IG Bank also said it is collaborating with the Swiss Association of Market Technicians (SAMT) to offer a free technical analysis programme for investors and traders.
04/03/2018
How a Citizens’ Wealth Fund can tackle wealth inequality and deliver a universal minimum inheritance
These stark inequalities exist between individuals and families, between areas of the country, generations and genders, and between people from different ethnicities and class backgrounds.
04/03/2018
Saunderson House owner abandons sale
Number of offers
04/03/2018
Swiss bankers’ hopes for EU access dashed by Brexit
Technical talks on cross-border business have become ‘very political’
04/03/2018
Julius Baer to Open Berlin Branch
The company has currently branches operative in Duesseldorf, Frankfurt, Hamburg, Kiel, Mannheim, Munich, Stuttgart, Wuerzburg and, starting in the summer, in Hannover.
04/03/2018
Wealth manager invests in future workforce
Dundee-based Blackadders Wealth Management LLP has grown the value of assets under management by 35% in the last year.
04/02/2018
How Women’s Wealth is Changing Private Banking
Crucial tips for women’s wealth management from leading financial planners.
04/02/2018
Canaccord Genuity adds Stanley Asset Management to wealth management arm
The team will benefit from the extensive resources available across our organization and our strong culture of entrepreneurialism and independence, which supports investment advisors as they deliver the value proposition that best suits their clients.
04/01/2018
To Bond or Not to Bond... Ezora: the Easter Dilemma by Penny Lovell
What I need right now is some of the clever, independent thought that Sanlam has shown when it comes to successfully managing our client’s investments.
04/01/2018
UBS to seek fund manager savings from wealth management merger
Swiss bank aims to use the heft of its $2tn assets to win discounts
03/30/2018
Butterfield Completes Acquisition of Deutsche Bank Global Trust Solutions
As part of the acquisition, Butterfield established a Singapore trust company.
03/30/2018
AIB talks to buy Investec Ireland falter
Period for exclusive discussions due to run out this weekend
03/29/2018
UBS begins global wealth management shift by merging teams
UBS is now combining the regional teams responsible for managing products and services related to alternative investments, investment mandates and partnerships, an internal memo seen by Reuters and confirmed by the bank said.
03/29/2018
Ardian backs French wealth management advisory firm
One of the leading independent wealth management advisory firms in France
03/29/2018
Jersey and Abu Dhabi sign financial collaboration agreement
The partnership reinforces ADGM’s commitment, as an international financial centre to enhance and build stronger collaborations with company registries in other jurisdictions.
03/29/2018
Old Mutual Wealth suspends pension transfer service
We will complete all requests that have already been submitted
03/28/2018
How technology is changing wealth management
Whether it is a threat or an opportunity depends on your perspective.
03/28/2018
LGT Group offers unique investment strategy for clients
Investment managers involved in the investment decision-making are also required to co-invest in the portfolio, creating a very strong alignment of interest.
03/28/2018
Thai investors – getting more diverse everyday
They have also imposed rules to ensure that everyone has very rigid, rigorous product governance processes, she points out.