04/17/2018
The Financial Times said Chris Allen, who runs HSBC's private bank in the UK, Channel Islands, France and Germany will become the head of private banking for Europe, the Middle East and Africa
04/17/2018
Goldman’s fixed income trading revenue stood out in sharp contrast with that of larger rivals.
04/17/2018
Only 18% of investors surveyed think equities have already peaked, while 40% expect a peak in the second half of 2018.
04/16/2018
Nikko AM NZ – recently named Morningstar's NZ Fund Manager of the Year – has over NZ$5 billion under management and is part of a worldwide network of investment professionals.
04/16/2018
Along with financial returns, the super wealthy also want their investments to drive positive changes in the world, said Simon Smiles, chief investment officer for ultra-high net worth at UBS Wealth Management.
04/16/2018
New client inflows accounted for approximately $48 billion of the increase.
04/16/2018
A net 7.9% increase in discretionary funds over the period was a positive, the group said.
04/16/2018
The ten largest banks operating in the Asian growth market last year increased the number of customer advisors by almost 10 percent compared with the year-earlier period.
04/16/2018
The “ESG Engagement Equities” strategy is being managed by Hermes Investment Management.
04/16/2018
The Indonesian partnership will also see Lombard Odier work with Bank Mandiri in developing private banking expertise and services.
04/16/2018
Assets under management totalled $1.08 trillion at the end of March 2018, versus $946.778bn a year ago.
04/16/2018
J. Safra Sarasin launches new AM brand
This new brand better reflects the importance of our asset management business and what we stand for
04/16/2018
He has been at the bank for 12 years in a series of senior roles, including UK market head.
04/16/2018
This is most acutely felt among those imminently facing retirement, with 64% of people aged 55-64 believing saving should start in your 20s.
04/16/2018
In high-yield bonds in emerging markets, more than 28% had a positive outlook.
04/16/2018
The move brings together its operations in the UK, Channel Islands, France, Germany, Switzerland and Luxembourg into one regional structure.
04/16/2018
The firm closed out a strong quarter in which Bank of America laid out plans to aggressively grow its Merrill Edge unit
04/15/2018
By 2020, the aggregated net worth of global millennials is estimated to hit between $19tr and $24tr
04/13/2018
A spokesperson for IRESS told Financial Standard the acquisition was a natural step for the software provider, having worked closely with Netwealth for more than a decade.
04/13/2018
The Directs & Co-Investments Group will advise and assist PFG clients in the structuring and placement of private direct investments into the institutional investor market.