02/06/2018
Mattioli Woods increases revenue by 17%
Total client assets under management, administration and advice increased by 5.2 per cent to £8.34bn at 30 November 2017, compared to £7.93bn at 31 May 2017.
Wealth and Asset Management
02/06/2018
Janus Henderson Q4 net income soars 470%
Assets under management rose 3% in Q4 to $370 billion, 16% higher than 2016.
02/06/2018
Lombard Odier's Asian Chief Lifted
Asia is a key strategic growth market for the Swiss bank, and Magnenat will continue to be based in the region
02/06/2018
Robo Clients Were Left in the Lurch During Market Tumble
Human financial advisors, meanwhile, are reassuring their clients that there’s no reason to panic, according to CNBC.
02/06/2018
Canaccord Genuity Group revenues soar 49% in Q3
Excluding significant items, third quarter diluted earnings per common share of $0.31
02/06/2018
Credit Suisse and Nomura liquidate ETN products amid market volatility
Swiss bank says the closure of the product had ‘no material impact’ on the group
02/06/2018
Canaccord scoops Citywealth award for the fifth year in a row
The Awards are judged by an international panel of practitioners drawn from all private wealth sectors
02/06/2018
Private Wealth Network brings Caribbean launch to Cayman
The hosting sponsor for the inaugural event was London-based chancery and commercial barristers’ chambers Serle Court.
02/05/2018
Swiss bank UBS chases the newly-rich in Britain's regions
The bank says a surge in personal windfalls from takeovers, and rising house prices had led to an increasing number of wealthy people across Britain.
02/05/2018
ZEDRA opens a new office in Zürich
The office will be located on Gartenstrasse 23, 8002 Zürich.
02/05/2018
Britain has excelled at generating wealth
Preliminary estimates for Great Britain from the Wealth and Assets Survey using attitudinal data not dependent on thorough checking and imputation methodology.
02/05/2018
Gulliver’s travels end on a high note for HSBC
His scorecard isn't flawless but history is likely to look kindly on HSBC's outgoing leader
02/05/2018
Ain’t no mountain high enough: Top HSBC banker is a man on a mission
The co-head of HSBC’s global banking business in the UK says processing the situation took some time.
02/05/2018
Hong Kong wealth management body seeks Swiss help
Private Wealth Management Association looking to exchange programmes and conferences as a way to raise expertise as number of wealthy Chinese continues to grow
02/05/2018
Credit Suisse Cuts Management
Credit Suisse has axed thousands of jobs as part of spending cuts. Now, the Swiss bank is moving to cut a layer of management as well.
02/05/2018
State Street chief takes aim at the cost of servicing
Bank’s chief executive-to-be says activities will move to front office
02/04/2018
Asia’s independent wealth sector – ready for the next leap forward
The independent wealth management sector in Asia is still relatively minor compared to the coverage of the major private banks and other large wealth firms, but those who have already established their business models see even better times ahead.
02/04/2018
UBS wealth managers to open flagship office in Edinburgh
The wealth management arm of financial services giant UBS has revealed major investment in Edinburgh as it prepares to move to a larger site in the city where it is looking to double its headcount.
02/04/2018
If bonuses are down anywhere at Deutsche Bank in Asia, it will be here
Asian equities staff at Deutsche, who are mainly based in Hong Kong, should also expect lower bonuses, says a source with knowledge of the bank.
02/01/2018
Taking Canopy to the next level in 2018
Tanmai Sharma, CEO, Canopy talks about their data driven offerings and how they help private banks boost their revenue.