01/23/2017
Pictet targets robotics in latest fund launch
The fund holds about 50 companies out of an investment universe
Wealth and Asset Management
01/20/2017
ZEDRA takes home the Silver at the CityWealth IFC Awards
ZEDRA Geneva was there to collect the ‘Silver’ for Swiss Trust Company of the Year.
01/20/2017
Zurich among suitors ramping up on ANZ Wealth sale
Other investment banks are fiercely pitching for buy-side roles hoping to line up with strong contenders.
01/20/2017
First Interstate Bank switches wealth management program to LPL
First Interstate was also impressed with LPL's digital wealth management platform.
01/20/2017
Bank of New York Mellon profit climbs 29% as expenses fall
For full-year 2016, our earnings per share increased significantly as we delivered a strong return on capital.
01/20/2017
Where Is Ken Fisher Spending His Billions- and Why?
What can you fathom others find unfathomable?
01/20/2017
Citi sees 10 pct net new money growth near term in Asia wealth business
The bank has expanded its digital offerings to tap more young clientele, and has also launched new products, Selvakesari said in an interview.
01/20/2017
Close Brothers confident after strong H1
Banking division generated strong returns and profit growth during start of financial year
01/20/2017
J.P. Morgan CEO to Get $28 Million in 2016 Compensation
His base salary is unchanged at $1.5 million, according to the filing.
01/20/2017
Heirs to Boris Collardi's Crown
Collardi was considered to helm the Swiss Bankers Association and as a partner at Geneva-based private bank Lombard Odier
01/20/2017
Equiom’s hat-trick success at the Citywealth IFC Awards
The winners were selected following both public voting and judging by a panel of highly respected and experienced practitioners.
01/20/2017
Secret Chef – Cooking for the young
What I have become experienced at is keeping secrets and cheffing.
01/19/2017
Change Is The Constant In Modern Wealth Management
Ms. Sexton received a B.A. in Mathematics and Economics from Boston University, and earned her C.F.A. charter in 2001.
01/19/2017
Clarien Bank Wins Wealth Management Award
Clare Spearing, Clarien’s Head of Private Banking, said: “We are very honoured to receive this prestigious award and recognition of the unique services Clarien provides to our discerning high net worth clients."
01/19/2017
Butterfield Wind Down London Private Banking
The acquisition of unique properties in the most desirable neighbourhoods in central London.
01/19/2017
Northern Trust misses analyst estimates in Q4
As we continued to invest in people, technology, and regulatory initiatives to support our growing business.
01/19/2017
Boston wealth manager acquires 5th firm in as many years
The firms have long admired each other and shared similar values
01/19/2017
Former Lehman CEO Fuld Emerges as Backer of Wealth-Advisory Firm
A former Lehman money-management unit that oversaw about $255 billion at the end of September.
01/19/2017
Wealth management revenue, profits climb at U.S. Bank despite surge in DoL costs
The year-over-year revenue growth in the fourth quarter was due in part to an increase in trust and investment management fees.
01/19/2017
Wealth consolidator buys assets of Aberdeen Wealth Management and Shield Direct
‘The company continues to seek high quality businesses of all sizes that will embrace the AFH culture of providing exceptional value to our growing client base while providing attractive returns to our shareholders.’