11/08/2015
They stake everything if the bankers of the rich do not take action in time
New customer demands, startups striving to take over and the potential in digitalization increasingly arouse their interest as well.
Wealth and Asset Management
11/08/2015
Barclays to gauge interest in Asia wealth business sale
Barclays said yesterday its global wealth management revenue fell 17% to £227mn $342mn in the third-quarter from a year earlier.
11/08/2015
Profile: Bordier UK chief on earning advice fees and ‘eating your own cooking’
MacLeod’s gut feeling on his future was certainly right as, at just 29 years old
11/08/2015
Business linked to James Bond author eyes expansion
It manages about $43bn in assets under administration, including $11bn in assets under management.
11/06/2015
"Societe Generale Private Banking named "Best Private Bank in Monaco""
The award was made at the “Global Private Banking Awards” ceremony in Singapore on 4 November 2015.
11/06/2015
Wealth management firm's plans to double in size
The industry still has a blind spot about ethics.
11/06/2015
The very rich Dutch are getting richer, says Quote magazine
Top of the list is again Frits Goldschmeding, founder of the Randstad staffing agency
11/06/2015
Julius Baer Would Consider Partnerships in China, CEO Says
Julius Baer has a representative office in Shanghai.
11/05/2015
RBC’s Trust, Custody and Fund Administration businesses in the Caribbean changes hands
The Europe-based SMP Partners Group has announced that it has entered into a purchase and sale agreement to acquire RBC’s Trust, Custody and Fund Administration businesses in the Caribbean.
11/05/2015
Bankers should only get bonuses if they hire more women, says Virgin Money boss
Recommendations to Government review include proposals to get more women into senior roles in the banking industry
11/05/2015
Nutmeg CEO: Robo-advice won’t replace traditional advisers
Mr Hungerford said online companies in the UK were so far only doing the investment management.
11/05/2015
RBC Wealth Management outlines four main pressure points currently faced by HNW investors
Although a concern, investors should accept volatility as the new norm and look for opportunities for those businesses where fundamentals remain strong
11/05/2015
Standard Chartered thought likely to be a takeover target
With the level of capital that the bank has, footprint to boot and the opportunities in scale, the bank is definitely a target now
11/03/2015
Lunch with the FT: Neb Nerbanke By Tim Price
“Mr Bernanke denies that the Fed unfairly “enriched the rich” because it only “returned asset prices and the like back to trend”, and the recent rise in US stock prices “is because returns are low”.
11/03/2015
International M&A and Corporate Finance Advisory firm recognised in industry awards
The company, which was founded in 2000 and is wholly owned by it partners and management, has in recent months won a number of awards including “Independent M&A Advisers of the Year – Switzerland” in Finance Monthly’s 2015 Gl
11/03/2015
PFS awards: check out all the winners
The Personal Finance Society has awarded Simon Glazier of Aberdeen-based AAB Wealth chartered financial planner of the year, and Edinburgh-based Carbon Financial Partners chartered firm of the year.
11/03/2015
Clear signal? by St. James's Place
Global markets ended October on their way back to near record highs with the FTSE All-World Index gaining 8%.
11/03/2015
Swiss bank UBS lowers profit guidance and pushes back targets
Net profit at the bank for the three months ended September rose to SFr2.1bn £1.5bn from SFr762m a year earlier
11/02/2015
EFG International formally launches business in Cyprus
Costas Stylianou works very closely with London-based Demetris Pisiaras, who is the market coordinator for Cyprus.
11/02/2015
John Spiers' wealth firm unveils digital service
They will also be able to access EQ's discretionary managed portfolios.