03/08/2017
Mirabaud opens UK private banking branch
The branch is located in the same office that houses the company's asset management, brokerage and corporate finance operations in the UK.
Wealth and Asset Management
03/07/2017
How can we really deliver value to our clients?
Giving clients what they want is far easier said than done when dealing with Asia’s wealthy.
03/07/2017
PAM AWARDS: Northland Wealth Management Named - Best Family Office in North America - Client Service
This year's award recognizes Northland Wealth's continuous efforts to build on its proven track record of superior client service and success.
03/07/2017
Envestnet Wins Private Asset Management 2017 Best Outsourced CIO Solution Award
Envestnet continues to advance its products, services and platforms through technology innovation while meeting fiduciary standards.
03/07/2017
After the Aberdeen-Standard tie-up, could these asset managers be in play?
The two will be able to cut costs faster and offer existing clients a broader range of products.
03/07/2017
UBS Said Seeking to Pay Below $317 Million in French Tax Case
The Swiss bank is looking to pay less than what it cost to resolve the German case
03/07/2017
Bank J. Safra Sarasin (Deutschland) will no longer offer private banking services
This decision has no impact and does not affect the Institutional and Wholesale Business in Germany, to which the J. Safra Sarasin Group remains fully committed.
03/07/2017
Freshfields, Maclays and Slaughters lead on Standard Life and Aberdeen Asset Management merger
Magic circle duo and Scots firm take top roles on merger of fund managers
03/07/2017
Julius Baer eyes UK acquisition but puts London hub on hold
Swiss private bank says Brexit has hit plans but sterling’s fall opens up opportunities
03/07/2017
These 2 asset managers have outshone Aberdeen Asset Management plc
While the FTSE 100 is up almost 20% over the past 12 months, fund managers have lagged embarrassingly.
03/07/2017
A case of now or never
In a report conducted by UBS and PwC on billionaire wealth.
03/07/2017
IFAs hope Standard Life deal kickstarts asset management change
The two asset managers confirmed plans for a merger worth £11 billion on Monday.
03/06/2017
Private Banking's Musical Chairs
The usual suspects of Brexit and the ubiquitous Donald Trump made many ultra high net worth clients lay dormant last year, earning little revenue or booking much in the way of new assets with their wealth manager.
03/06/2017
Swiss Banking Giant Can’t Be Sued in California
The bank withheld or destroyed internal records related to the accounts.
03/06/2017
Global Wealth Management Change at Deutsche Bank
The bank will also abandon its plans to sell Postbank, and will integrate Postbank into the rest of its retail banking business.
03/06/2017
Lioncrest Global inks partnership pact for PE, venture capital deals
Said Tsung Yan Soo, founder and managing partner of Ops Capital: “Lioncrest Global has strong access into Greater China’s UHNW space, as well as to single family offices in general – client groups which are looking for opportunities to d
03/06/2017
Job losses likely as Standard Life and Aberdeen reveal £11bn merger terms
Deal expected to cut costs by £200m a year with planned merger set to push competitors to consider rival tie-ups
03/06/2017
Managers bullish on asset and wealth sector
Alignment in these two areas will be imperative in unlocking the revenue growth that they foresee.
03/06/2017
Macquarie, AMP take aim at ANZ’s wealth unit
The division is up for sale through Goldman Sachs, with documents for the divestment process expected to be on the desks of prospective bidders within weeks.
03/05/2017
Aberdeen and Standard Life enter into merger discussions
"Further to the recent press speculation the boards of Standard Life and Aberdeen confirm that they are in discussions in relation to a possible all-share merger," they said.