01/09/2017
Lockshin's new adviser venture offers high payout but questions remain
AdvicePeriod has just added its tenth partner, luring Todd Butler from Westcap Group, a Glendale, California RIA
Wealth and Asset Management
01/09/2017
Bakers scheme replaces Lombard Odier with NN IP as fiduciary manager
Lombard Odier also managed Bakkers’s European equity and fixed income holdings
01/09/2017
JTC Malta announces international pension platform
In the modern working environment, more and more UK residents are starting new lives overseas
01/09/2017
Old mutual COMPLETES sale of Old Mutual Wealth italy
Proceeds will be retained for general corporate purposes.
01/08/2017
ECB and Investec end sponsorship agreement
Investec, the specialist banking and asset management group, had a break clause in the £40 million contract that it triggered shortly after England's 4-0 series defeat in India before Christmas.
01/06/2017
Edmond de Rothschild AM UK retreat sees redundancies
This has resulted in a number of redundancies, including head of UK wholesale Daniel Lee.
01/06/2017
Australian Wealth Manager Sold
It has operations in 33 countries and in Asia has an office in Singapore.
01/06/2017
New Barclays wealth boss takes command
She takes up the CEO post at Barclays W&I after a spell leading its UK wealth management division.
01/06/2017
PCR Chief: UHNW Landscape Changing Dramatically
Meanwhile, he says, multifamily offices are getting bigger as their singlefamily counterparts give up or fade away with the passing of the older generation, giving PCR “a huge opportunity” with bigger prospects that are likely to see the
01/06/2017
Julius Baer ready to give strong support to Swiss Epix
Private bank Julius Baer is ready to provide ‘strong’ support to ensure that a Swiss ePrix becomes part of the Formula E calendar. The company is already one of the sport’s key sponsors, and is even believed to have a shareholding in th
01/05/2017
2017 Heralds The End of Swiss Bank Secrecy
This new regulation effectively ends Switzerland’s reputation as a tax haven.
01/05/2017
Stock inheritance is likelier in Korea
Inheritance was more prominent among Korea’s rich
01/05/2017
Research report explores the trends to watch in global wealth management forecast in 2017
Yet 2017 will also be a year of opportunity for competitors that embrace the change and succeed in those areas of the market where growth can be achieved.
01/05/2017
Covestone Asset Management acquired by Bank of Ireland
Company founded in 2008 has 150 investors and assets under management of €100m
01/05/2017
Trump’s Triumph Spells Better Times for Swiss Wealth Managers
Higher interest rates in the U.S. could prompt wealthy clients to move out of cash and into higher-fee investment products, and allow firms to stop waiving fees on money funds.
01/05/2017
Genstar invests in newly formed insurance broker and wealth manager Alera
The new organization has $158 million in annual revenues and more than 750 employees in 40 offices across 15 states.
01/05/2017
China Bank sells more of riskiest wealth management products
That amounted to a third of the bank's sales of the products, up from 6 percent in 2015.
01/05/2017
Swiss Private Banking: Lean Years Over?
Switzerland's private banks are also quietly hopeful, after a rise in the U.S. dollar and what is expected to be the end of ultra-expansionary monetary policy in the U.S.
01/05/2017
Close Brothers to issue 150 mln stg of subordinated debt
The group's strong capital position ensures we can support growth and investment while continuing to meet all regulatory requirements.
01/04/2017
Nomura Announces Sponsorship Agreement with Japanese Professional Golfer
He is the first Asian golfer to win a World Golf Championships event and is a three-time PGA Tour winner.