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Canaccord Genuity Wealth Management rebrands risk enhanced portfolio range 05/10/2015 Canaccord Genuity Wealth Management has rebranded its volatility-capped portfolios has been renamed GPS Optimized Portfolios, as part of the firmís suite of Global Portfolio Solutions (GPS) investment range.
Credit Suisse to place 'more emphasis on private banking, Asia growth' 05/10/2015 Credit Suisse's chief executive Tidjane Thiam will unveil plans this month to rejig the bank's global operations in a strategy shift that will boost its presence in Asia and cut jobs in Zurich, the Schweiz am Sonntag newspaper reported.
UK wealth management M&A adviser launches US joint venture 02/10/2015 London-based Spencer House Partners, an advisory firm focused on the wealth and asset management sectors, has formed a joint venture with New York-based merchant bank Loeb Partners Corporation.
Scottish accountancy firm rebrands wealth management arm 01/10/2015 Scottish accountancy firm French Duncan has rebranded its wealth management arm from French Duncan Financial Services Ltd to French Duncan Wealth Management. Private bank closing Jersey operation, job losses feared 01/10/2015 ABN AMRO Bank is to integrate its private banking activities in the Channel Islands, transferring business to its Guernsey operation from Jersey.
VP Group brings in Saxo man in organisational shakeup 30/09/2015 Martin C. Beinhoff has been appointed as the new chief operating officer of Liechtensteinís VP Bank Group in a shakeup of organisational structure and functions in response to what the bank called economic and regulatory changes.
Smith & Williamson completes strategic review and reports year of growth 29/09/2015 Smith & Williamson has reported a year of growth at the same time as completing a review of its ďlong-term strategic direction.Ē
Investment manager expands into Zurich 29/09/2015 Capital Group, an independent investment management firm, has opened a Zurich office.
Profile Software develops Swiss presence with product showcase 29/09/2015 International financial solutions provider Profile Software is showcasing the firmís newly developed investment management platforms at the Finance Summit in Lausanne, Switzerland during the 1st and 2nd October 2015.
The week on eprivateclient - Affinity Wealth, Pinsent Masons and more 28/09/2015 A look at some of the big stories on eprivateclient last week
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