12/07/2017
Old Mutual unit picks banks for $3.35 billion flotation: sources
Analysts at KBW and a second source who declined to be named said the IPO would involve 10 percent of the company.
Wealth and Asset Management
12/07/2017
European Wealth Management Market for UHNW Women 2017-2028 - Research and Markets
This new report analyses the background to and reasons for the growth in women's wealth at the ultra-high net worth level in Europe and forecasts how it will develop and continue to grow over the next five years.
12/06/2017
Regional compass: 14 wealth offices that shut and closed in 2017
We are fast approaching the end of a truly busy year, which saw companies both expand and shrink. Here is a selection of office opening and closures that took place this year.
12/06/2017
BNY Mellon WM on the hunt for acquisitions in int’l growth drive
The firm's international business fits into BNY Mellon Wealth Management, which also includes US domestic, family offices and trust businesses.
12/06/2017
OMI develops growth in Singapore
Bryan joins Old Mutual International from Bank of China where he gained experience in product, distribution and proposition design.
12/06/2017
U.S. tax cut plan could push Credit Suisse to third annual loss
If Trump signs the bill into law this year, Switzerland’s big banks would have to book the losses this year as well.
12/05/2017
GAM expands $11bn ABS range with new launch
The new fund will be managed by Citywire + rated Tim Haywood and Mark Dragten.
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.
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