03/24/2017
Credit Suisse Increases Bonus Pool 6%, CEO Thiam Gets $12 Million
Swiss bank handed out $3.1 billion in bonuses for 2016
Wealth and Asset Management
03/24/2017
Veteran Advisers Offer Family Office Planning for Ultra-Wealthy Families
In our experience there is now a gaping absence in the very high-end wealth advisory journey
03/24/2017
Why AI is the ‘biggest opportunity ever’ for asset managers
AI offers the biggest employment opportunity asset management has ever seen
03/24/2017
Hedge fund firm Brevan Howard granted injunction to block Reuters story
Under Britain's legal system, individuals and companies can file for privacy or confidentiality injunctions
03/24/2017
HNW Lending launches Isa for loans against property and classic cars
HNW Lending has launched a new Innovative Finance Isa that is different to many of its peers. But what does it offer and what are the risks?
03/23/2017
Saunderson House parent takes hit on discretionary launch
Within the wealth management market, discretionary investment propositions have continued to attract assets at a faster rate than advisory investment propositions
03/23/2017
Old Mutual brings 22seven in-house, founders leave
Looking at the year ahead, Old Mutual will focus on making the existing service the best it can be
03/23/2017
Arbuthnot Latham profits climb 51% as lending booms
This has been a momentous and highly profitable year for Arbuthnot Banking Group
03/23/2017
Mirabaud eyes expansion as income rises
The Group enjoys a stable Tier 1 ratio of 20%, well above the level required under Basel III.
03/23/2017
Royal Bank of Canada signs up to HM Treasury "Women in Finance Charter"
RBC is focused on achieving an inclusive workplace where all employees have equal opportunity to reach their full potential, and recognises that diversity and inclusion is not just a core value, it is also a business priority
03/23/2017
Rathbones to launch actively managed portfolio service
Rathbones is set to launch a managed portfolio service offering six actively managed strategies, led by David Coombs.
03/22/2017
Owl Private Office launches advisory service for families and endowments
Owl helps wealthy families, trustees and individuals think through their long-term objectives
03/21/2017
Bringing wealth structuring solutions to Asian families
The objective also includes offering them a full and independent overview of what is available to them for effective wealth and succession planning.
03/21/2017
INSIDE CREDIT SUISSE: A day in the life of a 28-year-old private banker
So what is it like for a young person working in a bank like Credit Suisse in 2017?
03/21/2017
Wealth manager expands London presence
Quadrant will broaden and add to our London business and accelerate our expansion in London and southern England.
03/20/2017
Penny wise and pound foolish? by Tim Price
“I’ve run a country but I’ve never run a newspaper.”
03/20/2017
“The future promise of any nation can be directly measured by the present prospects of its youth.” - John F. Kennedy
It is estimated that millennials (the generation born between 1980 and 2000) will make up almost 50% of the global workforce by 2020
03/20/2017
Old Mutual Int’l focuses on ‘select group’ of Swiss-based IFAs
This has involved not accepting certain lines of business, with a greater emphasis on advisers with high net worth clients.
03/20/2017
Standard Life chief defends £11bn merger
We’re not doing this for short-term reasons.
03/20/2017
JP Morgan AM creates sustainable investing team
The proliferation of ESG data and tools in the marketplace, growing interest from investors.