07/13/2017
Swiss private bank to enter blockchain asset management market with Bitcoin
Falcon Group is the first Swiss private bank to provide blockchain asset management solutions for its clients through the new cooperation with Bitcoin Suisse AG.
Wealth and Asset Management
07/13/2017
Who has the edge in digital startups vs. traditional wealth management?
The focus needs to be on what advisers and clients really need, said Kelli Keough, global head of digital wealth management at JPMorgan Chase.
07/13/2017
Macquarie Private Wealth on rivals' watch list
This column understands Macquarie has in the past assessed its options around the private wealth advisory business, following a damaging enforceable undertaking and costly remediation process.
07/13/2017
Indosuez to buy CIC's private banking business in Singapore, Hong Kong
The acquisition is expected to close by the end of this year and remains subject to both regulatory approvals.
07/13/2017
Chinese conglomerate eyes Luxembourg bank
Supervised by the European Central Bank together with Luxembourg's Commission de Surveillance du Secteur Financier.
07/13/2017
UBS Asset Management Secures Mainland China Fund License
UBS Asset Management is the first international manager with a QDLP quota to receive a PFM license in China’s onshore market.
07/13/2017
Polar Capital funds hit £10bn mark
A third consecutive quarter of net inflows continues the encouraging trend of the final two quarters of our last financial year.
07/12/2017
UBS Wealth Management announces Advisory Board as part of five-year plan to better serve women
Currently ranked 180th on the ATP tour, she spent part of her 15-month penalty taking classes at Harvard Business School and investing in digital platform Charly.
07/12/2017
$1 Billion Merrill Lynch PBIG Team Partners With Dynasty
The Beverly Hills group caters to clients and lifestyles in the village known for Hollywood stars and UHNW families
07/12/2017
China’s 28tr yuan of wealth management products under mounting stress in second half, analysts say
Rules intended to clamp down on shadow banking are likely to result in rising defaults among wealth management products, raising concerns whether banks will guarantee the investments
07/12/2017
Tackling the Yorkshire Three Peaks Challenge
Coutts staff raised £81,000 in a fundraising trek for our new Charity of the Year.
07/12/2017
Swiss Asset Manager Puts Vietnam on the Map
Vietnam is a difficult market for international business, because local private investors dominate the market.
07/11/2017
How Lombard Odier is making inroads in Asia
These trends suggest there will be an increasing flow of funds back onshore.
07/11/2017
Delivering on the business benefits of digitalisation
Among the key takeaways of the day was the need to always focus on customer.
07/11/2017
New buyer, Wealth Partners, targets smaller RIA firms
A new high-profile buyer is making a big splash in the already crowded RIA market. Backed by private investors and run by big names, Wealth Partners Capital Group is making a big bet on an unusual approach to the ultra-competitive M&A market - and in
07/11/2017
China Wealth Fund's Overseas Assets Return 6.22%
The return compared to a 2.96 percent decline in 2015 when commodity prices sank, Beijing-based China Investment Corp.
07/11/2017
DBS Private Bank Hires From Rival
He will work closely with investment counsellors in the wealth management group to drive a consistent and institutionalised approach to portfolio recommendation, construction and review.
07/11/2017
Weatherbys Bank is an early adopter of the .bank domain
Accordingly, we are pleased to be one of the very early adopters of the .bank suffix which is only available to licensed banks and we will be changing our domain name to weatherbys.bank.
07/11/2017
Old Mutual offers innovative shceme for UK expats
Old Mutual International will appoint a discretionary fund manager, Quilter Cheviot, to manage the investment portfolio linked to the bond.
07/11/2017
Rowan Dartington drops Signature name in rebrand
We know that every client is different and every investment decision is personal.