02/23/2018
St. James’s Place Asia introduces HK discretionary managed account
Key benefits of a discretionary managed account include rigorous portfolio management for swift .
Wealth and Asset Management
02/23/2018
CIBC's PrivateBank Takeover Helps It Avoid Being ‘Too Canadian’
“performing very well, and they in the longer term are going to be a very important part of our story,"
02/23/2018
CIBC Canadian wealth unit net income rises 14% in Q1
Overall, the banking group reported net income of C$1.33bn for the first quarter of fiscal 2018, down 5% from C$1.41bn in the corresponding year ago quarter.
02/23/2018
Zookeepers to Bentleys: the best private bank client perks
Exclusive and invite-only are the key words when it comes to private banks offering perks to their high net worth clients.
02/22/2018
Van Lanschot Kempen: strong results driven by successful strategy implementation
The takeover of the wealth management activities of UBS in the Netherlands was our third successful acquisition in as many years.
02/22/2018
Rathbone Brothers full year pretax profit up 17.6 percent
It covers the year ended 31 December 2017.
02/22/2018
Monaco resident is among the winners of the International Philanthropy Summit
This prize recognizes the diversity of talent, ideas and excellence across the world of philanthropy and drives public attention to social responsibility of wealthy individuals and luxury brands.
02/22/2018
Rathbones to expand financial planning presence
Howell said he was 'encouaraged' that the long term goal of reaching £40 billion in assets under management was in sight.
02/22/2018
Swiss Life RM launches advisory firm in Liechtenstein
To date Andersén is the only member of the team and is not currently planning to hire more people.
02/22/2018
Private banks in Asia see another year of strong growth
Discretionary portfolio management draws more investors
02/22/2018
UBS’s Naratil and Hull Apologize for Non-Solicit Document Snafu
However, the executives affirmed the broker-dealer’s decision to restrict advisors who leave from soliciting clients or UBS employees to their new firms for a year.
02/22/2018
Vontobel completes sale of Liechtenstein subsidiary to Kaiser Partner Privatbank
In addition, the cooperation with Kaiser Partner Privatbank in the area of securities settlement will generate additional revenues and economies of scale.
02/22/2018
CIBC raises dividend following better-than-expected first quarter
It's a welcome sign for the bank, which has a larger domestic exposure than its peers and mortgages — demand for which is expected to slow under new tighter rules — also represent a bigger chunk of its loan book, said Shannon Stemm,
02/22/2018
Quantum Materials Corp Announces Review of Strategic Opportunities, Engages Canaccord Genuity as Advisor
The company and its auditors are making, and will continue to make, every effort possible to complete the filings as quickly as possible.
02/21/2018
Bill Gates Says He Should Have to Pay 'Significantly Higher' Taxes
Gates, who previously pledged to give away at least half his money to philanthropic causes, made the comments in reference to the recent Republican tax overhaul.
02/21/2018
UOB's discretionary portfolio management AUM tripled in 2017
UOB says its DPM solutions entail advisers initiating and executing trades based on agreed criteria
02/21/2018
Fullerton Taps into China's Wealthy
The new fund is being distributed by one of China’s largest brokerages and investment bank, China Galaxy Securities.
02/21/2018
HSBC explores M&A options for asset management business
Shares climbing
02/21/2018
Can Jewish charities do good and make money? Impact investors say yes.
Advocates say investments like these — in anything from a solar energy company to a business employing disadvantaged Israelis — are more sustainable and can go further than just donating to charity.
02/21/2018
NAB Wealth sale could be accretive, MS says
NAB wealth accounted for 4 per cent of the group's cash profit last year.