04/12/2017
Lombard International sees record new business premiums and AUM
The year also saw other initiatives such as the expansion of Lombard International’s global footprint.
Wealth and Asset Management
04/12/2017
AUM growth at Singapore’s private banks pipped rivals in 2016
UOB Private Bank, also Singapore based, lifted its AUM to $32bn, an increase of 23 per cent, after launching wealth services just two years ago. Singapore’s DBS is still Asia’s largest homegrown private bank with $81bn, growing 8.3 per cent la
04/12/2017
Lombard International: 2016 Financial Results
This was a year in which the business focused on expanding its global footprint and continued to invest in new initiatives
04/12/2017
Lombard Int’l hits high with €4.5bn in new business sales
Global high net worth life provider Lombard International saw its new business premiums rise to a record €4.5bn (£3.85bn, $4.78bn) over the last year, on the back of cited geographical expansion and strategic acquisitions.
04/12/2017
JPMorgan Delays Shifting Some Wealth Clients as U.S. Mulls Rules
But in a follow-up letter to clients this week, the New York-based bank said it’s holding off on the changes.
04/12/2017
PraxisIFM Group lists on The International Stock Exchange
The Guernsey-registered business, with assets under administration in excess of $40bn and revenues of more than £30m, has around 300 staff across 10 jurisdictions
04/12/2017
New Wealth Management Firm GENCapital Opens in Atlanta
Our flexibility at GENCapital allows us to capitalize on our experience and better serve our clients.
04/12/2017
Schroders sees long-term returns from Singapore Reits
They have lost favour amid concerns over rising US interest rates.
04/12/2017
UK launch of first international specialist wealth management service for LGBT market
The Equality Wealth service was first launched and piloted in Hong Kong
04/12/2017
Wealth management needs a digital upgrade
People increasingly have to provide for their own retirement or save extortionate amounts to get on housing ladder.
04/12/2017
Adapting to changing times for IFAs in Asia
The firm then saw an opportunity to accelerate its access to Asia by acquiring The Henley Group.
04/12/2017
Credit Suisse’s Focus Is Asia’s Entrepreneurs
The bank’s Francesco de Ferrari says merging investment and private banking pays off for Asia’s wealthy.
04/12/2017
Ric Edelman Says The Future Is Coming Faster Than You Think
Advisors must fundamentally rethink their business over the next 10 years, or risk becoming extinct.
04/12/2017
Hargreave Hale reports record FuM
Last year, the firm relocated its Blackpool headquarters to a new purpose built site, paving the way for expansion and a recruitment drive which has resulted in the appointment of more than 31 front and back office staff since the move.
04/11/2017
Chinese Group Buys European Wealth Manager
This transaction is a significant milestone for us and a strong endorsement for our business.
04/11/2017
Nikko Asset Management builds on advances at home to target overseas clients
While it's “still too early to say we are very successful overseas
04/11/2017
UBS wants to be Wall Street's greenest bank
There is this misconception that there is a trade-off
04/11/2017
RBC and City National Bank To Open First Co-Branded Office
An overlapping clientele created a unique wealth management opportunity.
04/11/2017
Credit Suisse, Stand Chart, Julius Baer hire 200+ Asian bankers in 12 months
Some of the new hires came from Collardi’s old employer, Credit Suisse.
04/11/2017
The changing shape of Asia’s private banking sector
Singaporean banks and Swiss specialists step up their presence in the sector