02/06/2017
Vontobel in First of its Kind Tie Up With Bank of Singapore
This will enable them to access to the Swiss wealth manager’s best-in-class suite of European financial products and services.
Wealth and Asset Management
02/06/2017
We don’t manage money in response to headlines
Investment process and philosophy at the heart of long-term results – Nedbank Private Wealth.
02/06/2017
Dobell leads M&G out of Bestinvest's funds doghouse
The global equity sector had the largest number of dog funds at 15, with perennial underperformer North America holding nine funds.
02/06/2017
Getting more active about advisory
It is far more efficient and productive which helps the firm’s RMs to spend more time focusing on their clients.
02/06/2017
Five wealth giants join forces to form DFM Alliance
'10 years ago the term "DFM" was virtually unknown.
02/06/2017
Most HNW Americans Lack Adequate Succession Plans
Financial advisors may have an eager audience: 58% of the parents in the survey worldwide do believe a proper transfer strategy will ensure their wealth is passed on to their children, the survey found.
02/06/2017
BlueBay opens office in Germany
Talking about the opportunities, he also added, “There are exceptional business development opportunities in Germany.
02/06/2017
Credit Suisse to move banking team to London
The head of investment banking for the Netherlands at Credit Suisse, Maarten Swart, will continue to work between both cities, the source said.
02/03/2017
In the sweet-spot of Asian private banking
These range from trying often unsuccessfully to grab a greater share of wallet, to struggling to navigate a regulatory and compliance landscape.
02/03/2017
How The Fintech Monster Is Eating Commercial Real Estate
Fintech industry has revolutionized the banking industry
02/03/2017
Julius Baer acquires Swiss independent wealth manager
All partners of both companies will remain operational after the merger.
02/03/2017
Liontrust launches European smaller companies fund
The GF European Smaller Companies Fund has been launched to make this strategy widely available for the first time.
02/03/2017
Lioncrest in Strategic Partnership
It connects European investors and firms, which have cutting-edge technologies and offerings.
02/03/2017
Wealthfront Puts More ‘Robo’ Into Financial Planning
Robo advisors automatically create and manage portfolios made up of low cost exchange traded funds
02/03/2017
Rothschild & Co bulks up in private banking
The only area of the business where we could in principle consider to do acquisitions is in private banking.
02/03/2017
Adaptive Grand Slam team of disabled adventurers halfway to making history
The Adaptive Grand Slam takes that theme forward and we are hugely proud to be associated with it.
02/03/2017
Evli - Best Private Bank Provider of Structured Products in Europe
In this category, won by Evli, other nominees included big and well known banks such as BNP Paribas, ING, SEB and Nordea.
02/03/2017
BankThink Millennials aren't the mystery they're made out to be
Millennials are characterized as “entitled,” “sheltered” and “narcissistic”
02/02/2017
Regulation drives wealth industry's costs up to £4.5 billion
Private banking and wealth management industry has seen assets jump 57% over the last five years
02/02/2017
Julius Baer's singular model gets one up on UBS
The bank run by Chief Executive Boris Collardi has some similarities with UBS.