08/03/2018
Coutts' profit soars 85%
Our growth in wealth management is a sure indication that our clients continue to see us as a reliable and dependable investment house – delivering the advice they need.
Wealth and Asset Management
08/03/2018
Julius Baer joins Scottish Financial Enterprise
The move comes as the firm seeks to establish its new regional headquarters at One Lochrin Square in Edinburgh
08/03/2018
Asset and wealth management units buoy Q2 results for Natixis
The return on equity is increasing in all the business lines.
08/03/2018
Canaccord Genuity WM assets rise 8.5% to £26.9bn
Cash and cash equivalents balance of $739.3 million, a decrease of $123.5 million from $862.8 million
08/02/2018
Credit Suisse beats expectations
Looking to 2019 and beyond, we will continue to deliver improved profitability, higher returns and growing shareholder value.
08/02/2018
After spending 5 years studying millionaires, I've found that there are 3 types of people who end up the wealthiest
Approximately 27% of the rich people in my study were "virtuosos."
08/02/2018
Bordier & Cie acquires majority stake in Helvetia Advisors
Bordier & Cie, set up in 1844, has been operating in Montevideo since 2007. The bank also has offices in Singapore, London, Paris, Geneva and Zurich.
08/02/2018
Norway Makes First Deposit to Huge Wealth Fund Since 2016
The economy and Norway’s biggest industry are now on the mend after crude recovered to above $70 a barrel from below $30 at the depth of the crisis.
08/02/2018
Enhanced customer onboarding must be a wealth management priority
By combining a user-friendly, customisable and personalised front-end with a robust back-end, firms usually accomplish better customer fulfilment.
08/02/2018
Man Group reports record inflows in positive sign for hedge funds
Company attracts $8.3bn of new money but assets under management rise only $4.6bn
08/02/2018
DBS Posts 20% Gain in 2nd-Quarter Profit
Lower trading income clouded gains from lending and wealth
08/02/2018
5 Things We Know About Family Office Progression
Ethics is one of the key themes at this year’s conference, and we know that social and environmental impact is a key concern for families.
08/02/2018
Boutique private banks in London: What’s on offer
This includes, a number of rate-rigging investigations, mis-sellling of certain insurance products, and high fees charged by larger traditional private banks.
08/02/2018
Liechtenstein bank to expand wealth management operations in Asia
The country’s banks — which include LGT Bank AG and Liechtensteinische Landesbank AG — were required to stop doing business with foreign clients who were unwilling to come clean on their tax affairs.
08/02/2018
Hong Kong Asset, Wealth Management Surpasses $3 Trillion
Strong global economy helps spur industry growth in 2017.
08/02/2018
Macquarie Private Wealth raises bar for new clients
Commissions in private wealth are generally a revenue split meaning for services like equities trades, advisers earn a large percentage of the revenue they bring in.
08/02/2018
Lloyds Banking Group profits jump despite £550m PPI hit
UK bank’s earnings buoyed by higher lending margins and cost-cutting
08/02/2018
GAM freezes dealing in bond funds after manager suspension
GAM is committed to ensuring equal treatment of all investors and protection of their interests.
08/02/2018
Tangled web by Tim Price
Is it not more likely that discontent with the EU among member states is really about a disliking for imposed federalism, bureaucratic despotism and a disastrous failure by the EU Commission to handle unwanted and illegal immigration?
08/02/2018
Chinese consortium buys Irish wealth management and stockbroking firm
Chinese firm seals €150m Goodbody buyout