12/05/2017
CMB client led private bank
With CMB now entering its third generation of clients, it remains fully committed to servicing families and helping them to grow their wealth.
Wealth and Asset Management
12/05/2017
Wealth boutique aims to double inflows on IPO boost
Paul Hogarth, group chief executive, said he is encouraged by the raised profile since the IPO and expects to see a dramatic increase in inflows.
12/05/2017
Deutsche Asset Management to adopt DWS as global umbrella brand
The rebranding of all legal entities and product lines will be completed in 2018.
12/05/2017
RSA’s Robinson to join Zurich UK as CUO
In her new appointment Robinson will oversee Zurich's commercial, general insurance and life lines in the UK.
12/05/2017
Bank of the West Wealth Management Hosts Silicon Valley Millennial Event as part of BNP Paribas Wealth Management 2017 Global NextGen Experience Series
"Innovation for Impact" event is a new addition to the annual series by BNP Paribas Wealth Management following events in Hong Kong and Paris
12/05/2017
Bank of Montreal posts fourth quarter profit fall, weighed by declines from wealth management, capital markets
The bank said its net income was also hurt by higher insurance claims from recent hurricanes that hit the US.
12/05/2017
Opportunity Network Launches Global Partnership With UBS
The agreement will allow UBS clients to connect among each other and to other trustworthy counterparts around the world.
12/04/2017
BIL named Bank of the Year 2017
Each year, The Banker, leading magazine for the world of finance published by the Financial Times, honours the best financial institutions at its Bank of the Year Awards ceremony.
12/04/2017
A bank you’ve never heard of wants to hire you in Asia next year
Pictet has a lot of catching up to do in Asia, where it remains a minor player compared with other boutique private banks.
12/04/2017
Indosuez Wealth Management completes acquisition
Acquisition brings total assets under management across the region to approximately EUR 12 billion
12/04/2017
Vontobel completes acquisition of Eastern European asset management portfolio
The client portfolio consists primarily of high-net-worth individuals (HNWIs) from Eastern European countries.
12/04/2017
In Asia, Julius Baer Prepares to Face Off with Ex-CEO
Jimmy Lee seems to be bracing for it.
12/04/2017
Fairstone Buy Brings £160m Into Business
Fairstone Has Bought A Glasgow
12/04/2017
Brown Shipley Acquire and Integrate London branch of IdB
Most recently, Brown Shipley acquired The Roberts Partnership, a Manchester-based financial planning and wealth management company
12/04/2017
Morgan Stanley Wealth Management launches online platform
Launch of online investing platform is part of Morgan Stanley’s enhanced offering of digital tools to help investors meet financial goals
12/03/2017
UBS to give personalised advice with robo-service
UBS has historically never accepted clients with wealth of less than £2 million.
12/01/2017
Wealth management sector’s complacency about its apps
Many banks still fail to offer their clients a valuable and personalised digital journey
12/01/2017
EFG – Swiss By Origin, Global By Design
EFG + BSI = An Ideal Formula
12/01/2017
Bank of the West Named Best Private Bank in the Western United State
The Group takes care to address the ever-growing client interest in philanthropic investing and charitable giving options in addition to traditional wealth management products and services.
12/01/2017
T. Boone Pickens Lists Longtime Texas Ranch For $250 Million
The Energy Tycoon Created A Retreat In The Texas Panhandle With Its Own Airport