01/09/2017
SEI Announces Comprehensive Online Solution For Private Fund Investor Transaction Processing
Alternative investment managers, wealth management firms, and distribution platforms, many of which have lagged behind other financial services firms in bringing processes online, have the most to gain from this new technology, although other firms that g
01/09/2017
How Merrill Tamed Its Herd, Pushing Brokers to Pitch Bank Products
In a shift from the commission-based brokerage model, Merrill is pushing its brokers to serve as overall financial advisers
01/09/2017
The winners will officially be honored during the dinner ceremony for the second annual World’s Best Private Banks Awards to be held in New York on February 7.
01/09/2017
They little knew that Brunner was bringing them from one crash to another.
01/09/2017
Total client assets at period end of over £7.5 billion
01/09/2017
Scandal Plagued 1MDB to be Closed
Malaysian government must guarantee 1MDB's creditors and holders of billions of dollars in bonds
01/09/2017
Global banks see opportunity to grow in spite of low margins and fierce competition
01/09/2017
AdvicePeriod has just added its tenth partner, luring Todd Butler from Westcap Group, a Glendale, California RIA
01/09/2017
Lombard Odier also managed Bakkers’s European equity and fixed income holdings
01/09/2017
JTC Malta announces international pension platform
In the modern working environment, more and more UK residents are starting new lives overseas
01/09/2017
Proceeds will be retained for general corporate purposes.
01/08/2017
ECB and Investec end sponsorship agreement
Investec, the specialist banking and asset management group, had a break clause in the £40 million contract that it triggered shortly after England's 4-0 series defeat in India before Christmas.
01/06/2017
Edmond de Rothschild AM UK retreat sees redundancies
This has resulted in a number of redundancies, including head of UK wholesale Daniel Lee.
01/06/2017
Australian Wealth Manager Sold
It has operations in 33 countries and in Asia has an office in Singapore.
01/06/2017
She takes up the CEO post at Barclays W&I after a spell leading its UK wealth management division.
01/06/2017
Meanwhile, he says, multifamily offices are getting bigger as their singlefamily counterparts give up or fade away with the passing of the older generation, giving PCR “a huge opportunity” with bigger prospects that are likely to see the
01/06/2017
Private bank Julius Baer is ready to provide ‘strong’ support to ensure that a Swiss ePrix becomes part of the Formula E calendar. The company is already one of the sport’s key sponsors, and is even believed to have a shareholding in th
01/05/2017
This new regulation effectively ends Switzerland’s reputation as a tax haven.
01/05/2017
Inheritance was more prominent among Korea’s rich
01/05/2017
Yet 2017 will also be a year of opportunity for competitors that embrace the change and succeed in those areas of the market where growth can be achieved.