12/23/2016
Italian family firms take direct route in quest for better returns
Italy has an impressive collection of family wealth for an economy that has barely grown in 10 years.
Wealth and Asset Management
12/23/2016
1MDB a big test for Singapore's private banking
Insiders say that the level of scrutiny private banks in Singapore receive from MAS, already high, is escalating, and that this is far more relevant than the fines.
12/23/2016
UBS France to buy Banca Leonardo's French private banking arm
Why make an exception to the rule for such a tiny company?
12/23/2016
Nikko Asset Management says Donald Trump will deliver strong returns for stocks in 2017
The group is forecasting that the US S&P 500 index will close the first half of 2017 at 2,478, up 10.7% from its current level, before rising to 2,533 by this time next year.
12/23/2016
Asia still offers rich pickings for private banks
S'pore players have snapped up businesses of those exiting the competitive industry
12/23/2016
Italian family firms take direct route in quest for better returns
Italy has an impressive collection of family wealth for an economy that has barely grown in 10 years.
12/23/2016
Jersey Finance: latest newsletter
As 2016 ends, I am looking forward with confidence to the year ahead. In this newsletter, you can read about some of the activity undertaken this year.
12/22/2016
Raymond James says Nov financial AUM reached $77.8 billion
Client assets under administration reached a record of $608.1 billion, reflecting growth of 20 percent over November 2015 and 1 percent over October 2016.
12/22/2016
Wall Street holiday parties are back...but don't tell anyone
Some investment banks stopped sponsoring corporate holiday parties altogether, advising individual teams to use their own budgets for more intimate gatherings.
12/22/2016
Justin Urquhart Stewart's share tip for 2017 and why he backs the banks
He also has his 2017 tip of the year, advice for income seekers and FTSE 100 prediction.
12/22/2016
Voices 5 megatrends that are reshaping wealth management
This number is projected to increase, spurred by the powerful U.S. economy
12/22/2016
ZEDRA announces the acquisition of Luxembourg corporate trust service firm
The acquisition will increase ZEDRA’s size to nearly 380 staff worldwide.
12/22/2016
IHT Wealth Management and US Wealth Management Announce Partnership and Strategic Transition Plan to Combine Firms
Phased Process to Position Combined Firm for Continued Growth through Enhanced Scale, Resources and Expertise
12/22/2016
Mysterious times: 2017's challenges for wealth and fund firms
In a report on the industry, EY highlights eight key areas of focus next year.
12/22/2016
UBS' World-Largest Trading Floor Up For Sale
The 13-story building next to Stamford's Metro train station is nearly empty now, shoulders a nearly $150 million mortgage, and has become symbolic for the decline of Wall Street as much as for UBS' near-collapse.
12/21/2016
Quilter Cheviot’s Managed Portfolio Service Marks 15 Year Anniversary
Quilter Cheviot first launched its MPS Growth, MPS Balanced and MPS Income strategies on 28 September 2001.
12/21/2016
Israeli bank sells Swiss private banking arm
The acquisition of FIBI Switzerland's business enables us to significantly increase bank's activity
12/21/2016
Vistra Announces Acquisition
We are pleased to have reached an agreement with Vistra. For Jordans to become part of Vistra, with its wide global footprint,
12/21/2016
Barclays named “Wealth Manager of the Year” in the Middle East
The judging panel commended Barclays for achieving its ambitious growth efforts in the region.
12/21/2016
Praxis Fund Services (UK) assists with the launch IPO for Bellevue Asset Management AG
The investment objective of BB Healthcare Trust plc is to provide shareholders with capital growth and income over the long-term, through investment in listed or quoted global healthcare companies.