12/01/2016
Sofgen assists Bank of Singapore with integration of Barclays’ wealth business
On the technology side, the project was carried out by Swiss tech consultancy and integration firm Sofgen.
Wealth and Asset Management
12/01/2016
City veteran launches new asset management business
The Pacific Investments group has an outstanding track record
12/01/2016
Citibank introduces new concept of wealth management in Korea
The Cheongdam center is the second wealth management center by Citibank Korea after its success with the first attempt with the Banpo center in Seocho last year, the bank said.
11/30/2016
Ex-Goldman Partner Teague Taps Big Names for Boutique Adviser
Teague sets up firm with son of former HSBC Chairman John Bond
11/30/2016
Hidden Growth Within Family Businesses: Driving Success Without The Fame
While family businesses are focused on growth, many of them stay discreet about their success, rarely appear on front pages, and continue to be an enigma.
11/30/2016
CEO profile: David McKay, Royal Bank of Canada
He was appointed President of RBC on February 26th 2014 and CEO and Director of the Board on August 1st, 2014.
11/30/2016
Rothschild reports strong first half fees
First-half pre-tax profit increased by 50% to 187m
11/30/2016
Scotiabank profit beats expectations, opens door for acquisitions, buybacks
Annual earnings from Scotia’s international division topped $2 billion for the first time
11/30/2016
Northern Trust to Manage Investment Program for American Film Institute
Northern Trust Wealth Management specializes in Goals Driven Wealth Management backed by innovative technology and a strong fiduciary heritage.
11/30/2016
The Swiss Private Bankers Should Be A Model For Bankers Everywhere
The most solid banks will be remakes of that timeless classic, the Swiss private banker.
11/30/2016
Huntington Recognized as Tops Among Banks for Wealth, Investment Services
The bank received the 2015 Greenwich Excellence Award for Client Likelihood to Recommend.
11/30/2016
Brewin Dolphin suffers 18% fall in profit
Discretionary fund manager Brewin Dolphin has suffered a hit to its profits, largely due to “residual” effects of the business restructuring
11/30/2016
MCB Capital Markets advises SANNE on the US$127.3 million acquisition of International Financial Services
Dean Godwin, Chief Executive Officer of Sanne Group plc, commented: “This acquisition enables SANNE to further realise its ambition of building a leading global business
11/30/2016
Guernsey Trust & Company Focus - November 2016
Here's a review of recent news and upcoming events from Guernsey's international finance centre.
11/30/2016
St James' Place doubles adviser numbers in Asia
St James’s Place has expanded its presence in Asia as it moves from servicing expats and looks to target the region's high net-worth individuals said Mike Gravestock, partnership director for Asia and international.
11/30/2016
Sheila Dean named in eprivateclient’s ‘50 Most Influential 2017’
Sheila is also currently shortlisted in two categories for the Citywealth Powerwomen Awards 2017.
11/30/2016
New Financial Services CRM Delivers a Complete Solution for Full Service Financial Advisors
The 2017 release uses hundreds of preconfigured industry specific fields, over 30 best practices business processes
11/29/2016
VP Bank: A Focused Platform to Attract Intermediaries in Asia
Despite the smaller size and less advanced stage of development of the independent asset managers market in Asia, in comparison with Europe, highlighted by the lower amount of Assets under Management these firms manage, there is good reason for optimism
11/29/2016
North America is going to get a new billionaire every 6 days
The number of millionaires in North America is also expected to jump by 33% over the next five years, rising to 19.7 million.
11/29/2016
Old Mutual Global Investors launches style premia fund
OMGI currently manages GBP7 billion in hedge fund strategies.