03/22/2018
Capturing market opportunity, managing exposures, and achieving business objectives for growth require a nimble operational infrastructure that can easily adapt to the ever-evolving investment market. Read on for the top concerns worrying money managers a
03/22/2018
Financial assets under management of $131.9 billion increased 56% over February 2017
03/22/2018
Advice businesses are cautious about new technology
03/22/2018
The Swiss bank repeatedly was mentioned as a potential buyer of the rival bank.
03/22/2018
Although he did admit that digitalisation will present new challenges to private bankers, demanding that they, “… create new business models and adopt new behaviour.”
03/22/2018
Lombard Odier’s total client assets reached 274 billion francs
03/22/2018
The Handelszeitung paper said a Julius Baer banker in Russia was also involved in the case.
03/22/2018
Aimed at investors 'willing to accept' greater risk
03/22/2018
Theo Siegert’s stake doubled in value last year to nearly $25.3 million
03/22/2018
He declined to give any further guidance about the Swiss bank's first-quarter business.
03/22/2018
Possible answers to tricky questions from clients.
03/21/2018
The wealth business employs about 3,600 people, 500 of whom are based outside the Nordic region.
03/21/2018
VP Bank is well-positioned as one of the largest dedicated IAM teams in Singapore, having grown significantly in 2017.
03/21/2018
CEO Michael Sassoon reports that the group’s H1 balance sheet was ‘pretty good’, but a credit and tax issues impaired the result.
03/21/2018
Brand View: Finding what makes LGT successful
03/21/2018
Geneva-headquartered Swiss Global Group has announced plans to open offices in the Middle East, Asia and further parts of Europe as part of an ambitious expansion strategy to build a 60-strong international financial adviser team by the end of 2018.
03/21/2018
The two companies will deepen their cooperation further in global asset allocation, wealth management solutions, risk management and control, relationship development with local regulators and industry institutions.
03/21/2018
“The revolution in banking is that because of technology changes, customer behavior is changing every single day and their expectation is changing every day,” Carney said in an interview in Seoul. “I think we are the model for the future
03/21/2018
“They’re bringing money from other sources into Morgan Stanley to invest,” he said, “so I don’t know if that means they’re fully invested, or whether we’re getting more share of their business.”
03/20/2018
Pictet Asset Services is the custody bank and fund administration division of Geneva-based bank Pictet.