06/15/2018
BNP Paribas Targets Germany's Rich With 150 Private-Bank Hires
French lender targeting expansion with hires over three years
Wealth and Asset Management
06/15/2018
Baader Bank Opens its Doors to Asset Managers
Current topics were presented by speakers from politics, business and professional sports backgrounds on the subject of digitisation and current trends in the financial sector.
06/14/2018
UBS partners with Hermes on sustainable portfolio
It will also be investing in an area that it refers to as “ESG engagement equities”
06/14/2018
Top 10 investment companies in Europe
Currently, the company’s asset portfolio is at a 10-year high point, with over $192.99bn in holdings worldwide.
06/14/2018
Investec to move institutional equities roles from Dublin to London
Five jobs will go at Irish operation as unit is integrated more with UK business
06/14/2018
Private banks you can find on the high street
High street banks are expanding ranges of premium accounts
06/14/2018
Wealthy Brits brace themselves for Brexit uncertainty
Investors find their nerves tested by political volatility in the UK
06/14/2018
Rathbones splashes £100m buying wealth manager
All other Speirs and Jeffrey employees will transfer to the new business and integrate with existing Rathbones staff at the firm’s Glasgow office.
06/14/2018
‘Next Gen’ clients seek greener, leaner wealth managers
Younger customers demand different services, funds and approach than their wealthy parents
06/13/2018
JPMAM unveils four fixed income ETFs
TERs between 0.10% and 0.22%
06/13/2018
Current themes in private wealth structuring
Another key piece of data is that billionaires in Asia are getting older which should signal significant transfer of wealth over the next two decades
06/13/2018
Charles Stanley boosts profits but warns of higher volatility
The company also said uncertainty around Brexit would “continue to give rise to economic volatility in the UK”.
06/13/2018
SocGen to sell Belgian private banking unit - L'echo
SocGen bought the Belgian private banking business, la banque De Martelaere, in 2001 for 78 million euros ($91.57 million), according to L’echo
06/13/2018
Swiss private bank Julius Baer plans expanding in Europe
Baer’s European business chief has an eye on Britain, Germany and Spain as new business matches high-growth Asia
06/13/2018
How Wealth in the Hands of Women Can Change the World
Money is power. And women are getting more of both. Sherry Paul tells us what to do with it.
06/12/2018
The 25 biggest wealth managers in the world revealed
The top five groups run over $5.8 trillion in assets with Asian groups making their presence felt in this year's ranking.
06/12/2018
Swiss bank Julius Baer says Europe matches Asia for new business
European and Asian customers account for roughly a quarter each of the group’s assets under management, according to sources.
06/12/2018
PBI conference: London to remain key wealth hub amid Brexit
He cited findings by Boston Consulting Group that indicated global private wealth to be $167trn in 2016 with wealth is expected to accelerate to $223trn by the end of 2021.
06/12/2018
Mirabaud Offspring in Start Blocks
Nicolas Mirabaud has been a limited partner since 2015 – the training grounds, so to speak, for offspring likely destined to enter the family partnership.
06/12/2018
French asset manager Comgest opens London office
“Comgest has always taken a long-term view."