WealthBriefing recently marked the launch of its third annual external asset management report, sponsored by SS&C Advent, with a breakfast briefing in Zurich.
The acquisition is subject to approval by the FCA and is expected to complete in the third quarter of 2018.
The firm has confirmed the departure of its CEO, but has stated he will stay on at several of the group's board of directors.
While fast-growing Asia is a vital region for the bank, Julius Baer says Europe is proving just as lucrative, a report said.
The new chief executive is said to be planning an investment strategy of up to $17 billion to boost future earnings growth.
The group has made a number of changes including a revamp of its Swiss leadership structure.
An annual global study on wealth management shows overall AuM growth has been strong, with signs of the onshore side outpacing the offshore one. ...
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Citigroup’s alleged misconduct occurred in 2008 and 2009, during the global financial crisis. ...
The latest moves in wealth management across the UK, Europe, Middle East and Africa....
The latest compliance issues in wealth management across the UK, Europe, Middle East and Africa....
There is evidence that the more egregious breaches are unpunished while regulators hit smaller firms hard, the author of this analysis claims. ...
In the latest in a series of profiles of technology firms working with wealth managers, this news organisation talks to smartKYC. ...
A major report exploring technology and operations trends and survey findings is published today. ...
This article looks at the hot topic of registers of beneficial ownership, examining the jurisdiction of Luxembourg. ...
US- and UK-based firms linked together and forming a JV spoke to this publication about the expanding market for families with a range of interests in different countries. ...