08/24/2016
Why this Sanlam portfolio manager is investing in classic cars
Considering their shocking depreciation; most definitely not!
Wealth and Asset Management
08/24/2016
True Potential and UBS partner for multi-asset launch
Next generation of actively managed, lower-cost funds for all market conditions
08/24/2016
ClearView Wealth posts 89pc jump in annual profit
The company raised its final dividend by 19 per cent to 2.5¢, fully franked.
08/24/2016
Schroders announces latest GAIA UCITS offering with Two Sigma Advisers
The strategy, created by Two Sigma Advisers, LP, in collaboration with Schroders, will combine US equity market-neutral and global macro strategies.
08/24/2016
Lombard Odier funds added to Novia platforms
Novia Global is a multi-currency wealth management service, which launched to market in October 2015.
08/23/2016
Luzerner Kantonalbank Profit Drops; Invests in E-Banking
Lower profit from commissions, trading and slightly higher costs more than offset a rise in net interest income.
08/23/2016
St. James’s Place – Golden glow
The curtain came down on the Rio Olympics, and Team GB basked in the glory of its best-ever medals tally; but events at home were somewhat less inspiring, as markets digested a raft of data and news on interest rates, inflation, retail sales, employment a
08/23/2016
Focus Financial Partners Files for IPO
A source who did not wish to be named told Financial Advisor that the IPO was “filed under a crowdsourcing provision in Dodd-Frank
08/23/2016
JP Morgan's Wealthy Asset Management Clients Left to Figure How Much Bank's Self- Dealing Cost Them
The state said that as a result of the failure to disclose, the bank was operating “outside the standards of honesty and ethics generally accepted in the securities industry.
08/22/2016
“Good habits formed at youth make all the difference” - Aristotle
Franklin sought to educate the public, printing almanacs including “Necessary Hints To Those That Would Be Rich”.
08/22/2016
Nigel Green DeVere Group Helping Expats Grow their Wealth
Green has foresight, patience and perseverance, qualities that have helped him forge a business based on trust.
08/22/2016
The rise of the robot by Jungkiu (최정규 崔晸圭) Choi
Traditionally, private bankers and wealth managers would have access to a large amount of financial and economic data.
08/22/2016
International private banks fight to manage assets of Asia’s wealthy
The industry faces stiff challenges, with the largest players better positioned for long term survival
08/22/2016
Wealth managers to see hit on back of multiple market changes
Wealth managers can improve profitability by focussing on reducing costs and better managing clients.
08/22/2016
From the Olympics to Wall Street: The athletes who become brokers
Olympians are team-oriented and competitive people who have already achieved success in another career, often before 30.
08/22/2016
Credit Suisse Rules Out Negative Rates for Retail Clients for Now
But when we have the listing behind us purchases will be a topic for us.
08/22/2016
Blackrock Eyes Swiss Cantonal and Regional Banks for Cooperation
Blackrock has almost $5 trillion in assets under management, making it by far the biggest wealth manager.
08/19/2016
OMAM Completes Investment in Landmark Partners
Landmark has one of the longest track records in the industry and is a recognized source of liquidity to owners of interests in real estate, real asset, venture, mezzanine and buyout limited partnerships.
08/19/2016
Arab Bank to Shutter Zurich Branch
The company will offer some of them a job at the site in Geneva, but it is unlikely that many will take up the offer.
08/19/2016
European Wealth: "Bad days make good entry points”
London-based Stammers develops European Wealth’s market views and asset allocation strategies.