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Wealth and Asset Management

02/13/2020

French Wines Facing Challenges to Growth, New Report Warns

The survey noted that Italian wines were clearly benefiting from the psychological impact of the announced increase in customs duty on French wines in the US

02/13/2020

Dolfin shortlisted for Citywealth’s Magic Circle awards and WealthBriefing’s European Awards 2020

The awards ceremony will be held on the 23rd April at the DeVere Connaught Rooms.

02/13/2020

Vontobel reports strong growth in Asset Management in 2019

This growth reflects good performance and, above all, the fact that Vontobel is leveraging its product expertise to deliver needs-oriented solutions to its clients.

02/11/2020

ZEDRA expands Central Eastern Europe and corporate services with acquisition in Poland.

This new acquisition follows on from deals in Singapore, the Isle of Man, Switzerland, Nordic markets signed and announced in 2019.

02/11/2020

Rothschild fund management boss on the hunt for deals

‘We are constantly looking to do acquisitions,’ says CEO, picking Asia as an area of particular interest

02/11/2020

WeekWatch - St. James's Place

After the laughter, however, comes the hard work.

02/11/2020

Warburg Bank appoints head of Corporate Finance Munich

He moved to Warburg from an international auditing and consulting firm.

02/10/2020

Wealth Management: Market Perspective – Unfinished business | Even lower for even longer?

The two-year-old global slowdown seemed to be bottoming out; the risk of a bigger downturn was muted by the US-China trade deal; and political uncertainty had fallen. Yet monetary policy still seemed pinned to generosity overdrive.

02/10/2020

Societe Generale: Fourth quarter and full year 2019 Results

Underlying operating expenses declined -1.0% in 2019.

02/10/2020

Channel Islands private wealth firms merge

We are now the seventh largest corporate, funds and trust player in the world by revenue and manage over 17,000 structures on behalf of more than 8,000

02/10/2020

Chase de Vere called out for lavish adviser incentives

The Chase de Vere whistleblower told The Times the whole event centred around money

02/10/2020

Glasgow-based wealth manager taken over by Independent Wealth Planners UK

£100 million manager AGL Wealth becomes group's first presence in Scotland

02/10/2020

Generali sets up innovation hub for private advisory

Banca Generali said that the new innovation centre could be described as an area for digital social working aimed at discussing issues related to fintech and investment.

02/09/2020

Rothschild receives award for best HNW Team

This award demonstrates that the panel of judges was also very impressed by Rothschild & Co's global network of more than 3,500 experts.”

02/07/2020

Sionic shortlisted in prestigious awards

This shortlisting also comes at a very exciting time for our firm, as we are on a rapid and global growth trajectory.

02/07/2020

Mediobanca profits up on consumer business, wealth management

Also in the second quarter, net profit was better than consensus and stood at 197 million euros versus an average estimate of 175 million euros.

02/06/2020

BNP Paribas wealth and asset management revenue continues to grow

The way the Group operates has changed, being more efficient and digital for our clients and employees.

02/06/2020

Reshaping wealth management - Five big trends for 2020

Transparency might be seen as an industry reaction to the global financial crisis.

02/06/2020

Credit Suisse Power Balance Shifts as Investors Back Thiam

The leadership crisis is engulfing the lender as tensions between the two men worsen following a spying scandal that dented the bank’s reputation and prompted questions about governance at the top of the bank.

02/06/2020

Private Banking and Wealth Management Survey 2020

UBS Global Wealth Management retains the top spot; JPMorgan is a standout, too.

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