05/19/2017
The Ultimate Finance Boutique by Soumya Rajan
This could be the woman one day deciding how much a family office will invest with VC funds betting on Startup India
Wealth and Asset Management
05/19/2017
Raymond James opens an office in Frankfurt am Main, Germany
The team will, in addition, provide services in the areas of capital market M&A and strategic advice.
05/19/2017
Gresham House Proposed Acquisition of Hazel Capital
The proposed acquisition, expected to complete in the third quarter of this year, is in line with Gresham House’s strategy to grow both organically and through acquisition
05/19/2017
Re-calibrating the wealth management market in Thailand
Our 6th annual event for the community in Thailand explored how to capitalise on the ever-wider opening of the market and opportunities to service the investment, family and protection needs of domestic Thai affluent and HNW clients.
05/19/2017
Close Brothers Confident On Full Year After Good 3rd Quarter
All statements in this release relate to that period unless otherwise indicated.
05/19/2017
Merrill’s Aversion To Big Recruitment Bonuses
Merrill’s shift in strategy was serendipitous for smaller brokerages planning on growing in 2017.
05/19/2017
Numis calls on asset managers to revamp reporting
Broker publishes recommendations after its public dispute with Schroders
05/18/2017
Van Lanschot trading update: first quarter of 2017
Our results also include a book profit on the successful sale of Van Lanschot Participaties' minority stake in TechAccess.
05/18/2017
Wealth firm Brewin Dolphin firing on all cylinders
Its team had moved across to the group’s offices in London and Bristol.
05/18/2017
Investec Wealth & Investment sees £1.2bn inflows in Q1
Total operating income increased by 18% to £2.3 billion over the same period.
05/18/2017
OM asset sale gains momentum
Old Mutual has been active recently, with stakes in some of its regions being put up for sale by the group.
05/18/2017
Nedbank suffering in weaker South African economy, says Old Mutual
The lower CLR was supported by a decrease in impairments in CIB and client collections in RBB remained effective.
05/18/2017
Our global 24/7 economy and the wealth of nations
A market that works relentlessly, 24 hours a day and seven days a week is called 24/7 economy
05/18/2017
Julius Baer eyes minority stake in Argentina's TPCG
The proposed agreement Baer would have the option to buy a bigger stake over time.
05/17/2017
Singapore private bankers exceed training threshold, says IBF
The IBF also said that several private banks introduced structured training programmes for their staff and had more of their in-house programmes accredited by IBF.
05/17/2017
Outcome of the Valartis Group General Meeting 2017
The most significant changes entailed the annulment of a share capital increase by means of option rights to be granted to employees within the scope of a participation plan
05/17/2017
Credit Suisse Marks First Year of Thailand Wealth Management
Credit Suisse clients can access the digital wealth management platform on their iPad, iPhone, web browsers, and devices operating on Google Android.
05/17/2017
Brewin Dolphin first half funds up 6.8 percent, boosted by markets, inflows
In particular we are capturing the near-term growth opportunities in intermediary business as a direct result of current growth initiatives which are delivering tangible results. Whilst continuing to invest in other initiatives aimed at driving further lo
05/17/2017
Falcon: Abu Dhabi Shuffles Board
The Swiss private bank revamped its board in March after regulators found that previous overseers had repeatedly ignored warnings, including from its rank and file.
05/17/2017
Prime Central London Residental Property Market
In this regard, investors should be wary when considering these buildings and think long and hard about the effect service charges could have on capital appreciation.