12/13/2017
Crunch time: Canaccord Genuity Wealth Management considers interest rate impact
Staying informed in an industry that’s constantly shifting isn’t easy, but being aware of changes as they’re happening can keep you ahead of the curve.
Wealth and Asset Management
12/13/2017
Desjardins and CUMIS merge to create major Canadian wealth management firm
The transaction will create one of Canada's largest independent wealth management firm
12/13/2017
Swiss banking group invests in impact investing firm Aspiration
Since its inception in 2015 Aspiration’s customers have transacted more than $2bn.
12/12/2017
Winners of Private Banker International Switzerland Awards 2017 revealed
The Outstanding Family Office Proposition award went to Stonehage Fleming, while REYL & Cie took home the Outstanding Boutique Private Bank.
12/11/2017
Wealth Management in a Corporate Bank
The roll-out of investments at CBD is taking a top-down cascading strategy which is quite different from the strategy that banks tend to normally take.
12/11/2017
GUEST ARTICLE: 'Bah humbug!' by Penny Lovell
so let me start with a controversial statement that contradicts perceived wisdom: money can buy you happiness.
12/11/2017
The decline of the Swiss private bank
A clampdown on tax evasion is forcing the closure of many institutions
12/11/2017
EFG International successfully concludes BSI integration
The process included six legal integrations and nine IT migrations on a global basis
12/08/2017
Millennial-Led Advisory Leaves LPL's Corporate RIA
The new structure enables WWM to advance its long-term growth strategy.
12/07/2017
How Deutsche Bank staved off staff “exodus” to start hiring again in Asia
The RMs stayed back when they realised that there was quite a lot of client overlaps with UBS.”
12/07/2017
VP Bank's Intermediaries Strategy
These professionals are seeking the exact opposite of large financial enterprises.
12/07/2017
Private Wealth Systems Shortlisted for 2018 Family Wealth Awards
Recognition based upon Private Wealth Systems’ leadership in reshaping private wealth reporting landscape
12/07/2017
10 key trends for wealth management in 2018
With the wealth industry facing some huge challenges, Capgemini highlights 10 important trends for next year.
12/07/2017
Vontobel sells Liechtenstein operation
The transaction is expected to close in the first quarter of 2018, subject to regulatory approval being granted.
12/07/2017
Banque Syz launches equity-linked bond with World Bank
The project is led by Carole Millet and Manuel Terreault from the Geneva group’s advisory team.
12/07/2017
Wealth Management Institute to roll out new programmes, develop industry talent
It plans to introduce programmes geared towards equipping wealth managers in Singapore with the relevant skills and expertise to meet future demands within the industry.
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.
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.