03/06/2017
Private Banking's Musical Chairs
The usual suspects of Brexit and the ubiquitous Donald Trump made many ultra high net worth clients lay dormant last year, earning little revenue or booking much in the way of new assets with their wealth manager.
03/06/2017
Swiss Banking Giant Can’t Be Sued in California
The bank withheld or destroyed internal records related to the accounts.
03/06/2017
The bank will also abandon its plans to sell Postbank, and will integrate Postbank into the rest of its retail banking business.
03/06/2017
Said Tsung Yan Soo, founder and managing partner of Ops Capital: “Lioncrest Global has strong access into Greater China’s UHNW space, as well as to single family offices in general – client groups which are looking for opportunities to d
03/06/2017
Deal expected to cut costs by £200m a year with planned merger set to push competitors to consider rival tie-ups
03/06/2017
Alignment in these two areas will be imperative in unlocking the revenue growth that they foresee.
03/06/2017
The division is up for sale through Goldman Sachs, with documents for the divestment process expected to be on the desks of prospective bidders within weeks.
03/05/2017
Aberdeen and Standard Life enter into merger discussions
"Further to the recent press speculation the boards of Standard Life and Aberdeen confirm that they are in discussions in relation to a possible all-share merger," they said.
03/05/2017
EFG Bank Monaco crowned Sailing Arabia – The Tour champions
The reigning champions dominated the podium throughout the tour, winning four of the five offshore stages and one in-port race series.
03/03/2017
Cross-town rival UBS does not give a breakdown of how it generates its net new money.
03/03/2017
Advisors must adjust their approach from one to one, to one to family if they want to help their clients achieve the financial legacy they desire
03/03/2017
Canaccord snaps up 100 clients from Duncan Lawrie
We look forward to welcoming our new clients on board and providing them with the exceptional quality of service and investment offerings that we are known for.
03/03/2017
The indices are the longest-running private investment, multi-asset index series in the UK
03/03/2017
The increasing number of incumbents investing in mobile banking points to a fundamental shift in the industry
03/02/2017
Switzerland’s two largest banks are best known for private banking and to a lesser extent as investment banking players.
03/02/2017
But the bank will continue to consider bolt-ons to expand its presence overseas.
03/02/2017
Net outflows of CHF 10.7 billion due to heightened risk aversion among investors amid political and economic uncertainty
03/02/2017
Net flows in early 2016 were impacted by clients’ preference for private assets after limited market returns in previous years and also for property in the UK. There were total net outflows of £0.3 billion.
03/02/2017
Families today are relying more than ever on the wealth advisors who serve them.
03/02/2017
Net profit increased by 9.4% to CHF 252.1 million