11/27/2017
EFG set to emerge from BSI scandal as 5th-largest Swiss bank
The year's largest deal in the Swiss private banking space that was touted as transformative turned hellish mid-sale.
Wealth and Asset Management
11/27/2017
Wealthtech: a market poised for extended growth
The growing demand for data analytics, portfolio rebalancing solutions and machine learning capabilities have both wealth managers and tech companies lining up to acquire early-stage wealthtech companies.
11/27/2017
Barclays Private Bank has been named “Wealth Manager of Year” For The Fourth Consecutive Year
Barclays was recognised for its service excellence over the past 12 months
11/27/2017
J. Safra Sarasin to launch Asia bond fund
The fund is open to both retail and institutional investors
11/27/2017
Geneva duo launches Swiss unit for Singaporean AM firm
The wealth management group has asset management capabilities in Singapore
11/26/2017
Barclays plans to send private bankers back to Asia
Region offers bigger spoils than any other, but it is also fiercely competitive
11/24/2017
Swiss Private Bank Hires Star Architects
“We also wish to express our gratitude to all the participating firms for their substantial commitment and creativity."
11/24/2017
St. James's Place Hosts Fifth Annual Women in Business Event
This is a number the Academy is determined to drive upwards by continuing to invest in Women In Business events and initiatives.
11/24/2017
The rise of indexing in wealth
When building a portfolio, we will first of all look at the passive options available as they provide the cheapest and most transparent access to market returns.
11/23/2017
Thomas J. Handler wins prestigious award
Family Wealth Alliance is one of the five large family office associations based in the United States. It is well known for its award-winning research publications and educational conferences.
11/23/2017
Banks Hire Thai Wealth Managers as Country Mints Millionaires
Thailand encourages overseas investment, unlike Indonesia
11/23/2017
Walker Crips increases underlying profit
We remain in a sound financial position and have continued to trade profitably since the Period end.
11/23/2017
Generali’s HNW product offering
Young also has other products that can really help clients plan and manage their wealth.
11/23/2017
Reyl Offloads Asset Management
Reyl is offloading the stake in order to invest its cash elsewhere.
11/23/2017
St.Galler Kantonalbank acquires PB business of rival
The acquisition is part of the cantonal bank’s strategy to expand its business in Eastern Switzerland
11/23/2017
UBS Asset Management reveals its predictions for hot investment trends in 2018
Smart beta, a strategy which involves tracking indices weighted on a factor other than a company's market capitalisation, will also be on the up, said UBS AM.
11/23/2017
UBS Sends «Hot Desker» To India
The South Asian nation, home to corporate giants like Tata and Reliance, holds huge potential for UBS' capital markets and investment banking advice business.
11/23/2017
How asset and wealth managers can leapfrog into the digital world
Asset managers are now beginning to recognise the benefits of becoming ‘digital first’.
11/23/2017
BMO launches multi-asset portfolios
The three portfolios are risk-targeted with an aim to provide long-term growth, consistent with a specific volatility level.
11/22/2017
The World’s Biggest Wealth Manager Won’t Touch Bitcoin
Bitcoin has split investors over the viability of the volatile cryptocurrency and UBS is among its critics.