10/08/2024
Alpian launches wealth management mandate from CHF 2,000
The new offering has an annual fee of 0.75% and includes the option for personal advice.
Wealth and Asset Management
10/08/2024
JPMorgan to Base Group of Private Bankers in New Munich Office
JPMorgan has long been expanding its operations in the country
10/08/2024
Commerzbank Creates Division for Ultra-High-Net-Worth Clients and Family Offices
The unit will have new locations in Hamburg and Stuttgart, in addition to its existing teams in Berlin, Dusseldorf, Frankfurt and Munich.
10/08/2024
The high net worth insurance market in APAC
Wealth growth and preservation, and legacy planning
10/07/2024
Unlocking Growth: Navigating the Challenges and Future of Private Wealth Management in Asia
As the market continues to evolve, the future of private wealth management in Asia will require a sharper focus on differentiation, clearer segmentation of clients, and greater adoption of technology.
10/07/2024
Cazenove Capital buys £1.5bn London family office
Cazenove Capital acquires Whitley Asset Management for an undisclosed sum.
10/07/2024
Global Wealth Management Group GSB partners with London-based Mumble Forum
Partnership will aim to empower financial health of the women networking club’s members
10/07/2024
HSBC AM launches equal weight S&P 500 tracker
The launch follows increased demand for equal weight solutions
10/07/2024
Bank Syz is turning the store around
In order to meet this requirement, a number of personnel changes and new appointments are being made in the front office.
10/07/2024
Lazard Asset Management: ‘There’s a lot more chaff than wheat’ in small caps
Small caps are now at an inflection point given the shift in interest rates, according to Lazard Asset Management's Antony Creighton.
10/07/2024
HSBC aims to double Canadian private banking business
The country is also experiencing a boom in its domestic wealthy numbers, giving private banks ample opportunities to prosper.
10/07/2024
Rob Tetrault Explains the Power of Financial Leverage for Wealth Enhancement
Unlocking Wealth: Rob Tetrault Explores the Dynamics of Financial Leverage
10/07/2024
Santander Reorganizes Leadership Roles at Wealth Management Unit
Appointments are part of the changes done by new division head
10/07/2024
SJP investments boss: Value for money report doesn’t reflect ‘evolution’ of our funds
Sarah Ruggins tells FN exploring low-cost passive options remains ‘top priority’ for UK wealth giant
10/04/2024
Wealth Enhancement Group Announces Acquisition of FinTrust Capital Advisors, LLC, a Hybrid RIA with Over $2.39 Billion in Client Assets
This partnership brings Wealth Enhancement Group's total client assets to more than $94.7 billion.
10/04/2024
Cerity Partners Welcomes Janiczek Wealth Management
The merger with Janiczek Wealth Management further deepens Cerity Partners' ability to serve high and ultra-high-net worth private clients in Denver, a priority market for the firm.
10/04/2024
HSBC launches wealth programme in Hong Kong
HSBC seeks to enable customers to grow their wealth at all stages.
10/04/2024
BW Forsyth stakes $6bn family office in first wealth deal
BW Forsyth, the investment arm of global manufacturing and consulting firm Barry-Wehmiller, has taken a minority position in St. Louis-based Matter Family Office.
10/04/2024
Banque Cramer Boosts Profits for Geneva's Norinvest Group
The group’s cumulative consolidated operating income remained unchanged at 22,6 million francs, as stated in a press release on Friday.
10/04/2024
Julius Baer CIO names ‘surest way to negative alpha’
Yves Bonzon is wary of ‘horse race’ approaches, backtesting and various absolute return strategies.