05/23/2018
Julius Baer reveals record AUM and Asia growth plans
Assets under management at record CHF 401 billion – Robust net new money inflows – Gross margin improvement driven by step-up in client activity – Cost/income ratio (2) inside target range
05/23/2018
“Paulina is a dedicated advocate for women both as clients and as professionals in the asset management industry,” said John M. Dowd, chief executive officer of Fiduciary Trust Company International.
05/23/2018
The asset-management industry has seen a wave of mergers as investors’ shift to passive strategies has put pressure on firms to increase scale and cut costs.
05/23/2018
The firm educates families on how to adjust to the elevated cost of living in the U.S.
05/22/2018
The bank's wealth management business is growing at a healthy clip, he said in a recent interview.
05/22/2018
Charles Stanley takes Woodford off its recommended list, as famed fund manager battles losses
05/22/2018
BOS hopes the memorandum of understanding will raise its profile among Japanese ultra-high and high net worth individuals.
05/22/2018
Forty percent of high net worth advisor clients own and operate their own businesses.
05/22/2018
A bespoke vehicle for private banking success
Mediobanca continues to demonstrate the expertise and sector-specific proficiency required to flourish at the top end of Italy’s private banking sector
05/22/2018
Capital Group's 3 Key Wealth Trends
Women are empowered now more than ever to make their own financial decisions - starting with choosing the right advisor.
05/22/2018
Jersey will not be the last island 7IM hops onto, however.
05/22/2018
Longer term, we are confident that the consistent application of our business model, along with our strong customer relationships
05/22/2018
More than 60 per cent of mainlanders with personable investible assets worth in excess of US$1 million now hold those offshore, and 10 per cent of that by value are handled by foreign banks
05/21/2018
Geneva bank chief on hedge funds, Madoff and takeovers
05/21/2018
ANZ Royal Bank will be acquired by a Japanese financial holding company, J Trust, ANZ said in a media statement.
05/21/2018
Singapore is also Standard Chartered's second-biggest market, after Hong Kong.
05/21/2018
According to a report, Singapore and Hong Kong both rank well for competitiveness but have slight weaknesses in ’provider capability’
05/21/2018
It is increasingly important today given that their wealth is now very diverse.
05/21/2018
Hudson says the Meritor acquisition will allow AFH to work with Freeths’ clients on financial advice and asset management.
05/21/2018
Just as a rising tide raises all boats, wealth managers were able to capitalize on favourable market conditions in 2017 as a core driver of growth.