11/21/2016
2 big players eyeing ANZ insurance, wealth unit
The wealth division's relatively low-risk, fee- based superannuation business is appealing.
Wealth and Asset Management
11/21/2016
How a Financial Advisor Tries to Build Wealth for Generations
He looks for clients with patience and investing horizons that match his own, and the strategy appears to be resonating well.
11/21/2016
The IFP Advisors Inc raises it position for UBS AG
A number of other hedge funds have also recently made changes to their positions in UBS.
11/21/2016
Private bank incentives for bond deals face pressure
There are no strict rules on the beneficiaries of the rebate
11/21/2016
Vontobel's Georg Schubiger: «We Don't Make Money By Moaning»
This setting is very efficient because we can save costs and we have great growth perspectives.
11/21/2016
Walker Crips profits almost vanish
“Specifically we have invested significantly in compliance resources and client-facing systems and will continue to do so.”
11/21/2016
Swiss Banks’ Clean-Up with Unwelcome Clients
The lack of a clean sweep poses considerable risks for banks
11/21/2016
Private office eyes double office launch
The purchase was made to boost the firm’s presence in London.
11/21/2016
Dominion acquires another Swiss Private Client business.
Dominion is in the process of opening other offices in Asia as the firm expands both East and West from its core operations in Europe.
11/18/2016
Wealth manager profile: Cerno Capital Partners' Spence
It was fascinating because capital was moving to Asia.
11/18/2016
Responsible investment wealth management firm launches
These will include direct bonds and equities, through to high impact private equity investments.
11/18/2016
OMW advice business acquires third financial planning firm
The business hopes to have £1bn in assets under advice by the end of 2016.
11/18/2016
HNWI Asset Allocation 2020
They are focusing on domestic and core markets such as the UK, Switzerland and Germany.
11/18/2016
Killik to enter robo-advice market for lower-income investors
Monthly investment will start from £25 a month
11/18/2016
HSBC expands private wealth business
And having a private bank office here will complement and enhance our existing retail, commercial and investment banking businesses.
11/18/2016
Vontobel's Georg Schubiger: «We Don't Make Money By Moaning»
Chinese customers in the past were known as being happy to take risks and as dedicated traders, until they learned their lesson the hard way, Bank Vontobel's Georg Schubiger says in an exclusive interview with finews.asia.
11/18/2016
South Africa's Investec lifts H1 profit, wealth unit robust
Headline EPS is the main profit measure in South Africa that strips out certain one-off items.
11/18/2016
Close Brothers assets under management hit £8.2bn
The Banking division performed strongly in the first quarter with continued good growth in loan book and profit.
11/18/2016
Deutsche Bank considers witholding bonus payouts to former CEOs
Deutsche Bank has had a volatile year.
11/18/2016
The New Masters of the Universe
The economy ain't what it used to be. So much of the world’s wealth now rests with a small, intensely networked clique of asset managers who are not accountable to the general public, that they are a potential threat to the world's financi