12/01/2017
Wealth Management Boss Arrested After Financial Authority Probe
Community’s Well Known Financial Adviser Freddy David Under Investigation, Days After Stepping Aside From HBFS
Wealth and Asset Management
11/30/2017
Credit Suisse Targets 50% Payout Plan as Turnaround Quickens
Bank to boost returns via share buybacks or special dividends
11/30/2017
HSBC: Preserving 150 years of corporate brand identity
HSBC is one of the largest financial services organisations in the world.
11/30/2017
Credit Suisse To Beat Its 2017 Cost Base Target; Announces 2019-2020 Objectives
Credit Suisse said it is confident that it can complete the wind-down of the non-core unit, the Strategic Resolution Unit, and reach targeted adjusted pre-tax loss of approximately 1.4 billion francs in 2018.
11/30/2017
Credit Suisse gives impact investing its Drew
Drew’s role is to look across asset management, the markets business and private banking
11/30/2017
UBS chief clashes with regulator over banker pay
Sergio Ermotti also defended the bank's performance in a struggling global economy
11/30/2017
Premier sees assets jump
The company said its AUM has expanded further since compiling its published update, to £6.3bn as at 28 November 2017.
11/29/2017
Private banking disrupts Italy’s wealth management market
As supply and demand models change in Italy’s dynamic wealth management industry, private banking is emerging as a key disruptor
11/29/2017
NAB Restructures Wealth Unit
In June this year NAB sold off its National Australia Trustee business to financial services firm IOOF Holdings.
11/29/2017
MiFID II challenges for Wealth Managers
Firms without European union based branches are affected.
11/29/2017
Regional Powerhouses: Where In The UK Is Wealth Flourishing?
Where In The UK Are Start-Ups Able To Flourish?
11/29/2017
Offshore Wealth Management Sees Adjustments With CRS Rule
The Offshore Wealth Management Market Is Undergoing A Significant Adjustment
11/29/2017
New CEOs: New Solutions, Or Same Old Problems?
Investments Fall As Well As Rise In Value
11/29/2017
Brewin Dolphin Eyes Adviser Hires In Planning Push
Brewin Revealed new Hires Ranging From Apprentices To Paraplanners And Financial Planners
11/29/2017
Real Asset Management Group launches multi-asset portfolios for high net worth clients
It has launched new fixed income, private equity and real estate investment strategies for clients
11/29/2017
Sanlam and 7IM launch Sanlam Onshore Bond to meet demand
The Sanlam Onshore Bond can invest in authorised and regulated
11/28/2017
Barclay expected to return to Asia and Middle East two years after leaving the region
European and US lenders are rushing to grab a share of the increasingly affluent market in Asia, with Credit Suisse, UBS and Citigroup all vying for clients.
11/28/2017
NY’s Focus Financial Partners acquires Gold Coast wealth management boutique
Details of Focus Financial Partners’ acquisition of Financial Professionals, including the price paid, weren’t given.
11/28/2017
Fund giant Invesco Canada finds way into robo-adviser space
The majority of robo-advisers recommend portfolios that are predominately made up of individual ETFs.
11/28/2017
High-flying in Hong Kong
Another huge contributing factor to the soaring success story in Singapore is the ability to attract high quality bankers and having a research team that provides the quality advice that feeds down to the client base, according to Kwan.