12/08/2016

Most wealth managers adopt strategy segmentation lite

As an industry, we profess to be highly client-centric. Yet often, our approach to identifying, understanding and managing client behaviours isn’t comprehensive enough, which means we don’t always live up to the rhetoric.

12/06/2016

Hampden wins HNW business

The clients required a private banking partner that could provide a high level of personal service and also one that could handle their diverse financial arrangements.

12/02/2016

UBS launches UBS Europe SE

The choice of a societas Europaea as the corporate structure for the entity provides UBS with strategic flexibility.

12/02/2016

Andorra ends banking secrecy

The charge led Andorran regulators to take control of the bank, whose chief executive was arrested.

12/01/2016

RBC Wealth Management net income up 55% from a year ago

Results were driven by strong results in Wealth Management, which includes City National Bank (City National), and higher earnings in Insurance, which includes the Q3/16 gain on the sale of our home and auto insurance manufacturing business.

11/30/2016

Ex-fund selector launches network for women in asset management

Morningstar looked at more than 26,000 funds across 56 countries to determine the industry’s gender representation.A former senior fund selector at Aviva Investors is launching a network for women in the asset management industry as a new report poi