07/05/2023
Boris Collardi Wants to Make a Big Splash at EFG
The expansion coincides with EFG's expansion strategy, particularly in Greater China and Southeast Asia.
Wealth and Asset Management
07/05/2023
Mattioli Woods sees revenue grow by 3%
It was also reported that gross discretionary assets under management were £4.7bn in 2023, down from the £5.1bn recorded in 2022, and that over £577mn of new inflows were recorded during the year.
07/05/2023
UAE’s financial advisory market likely to hit $238bln
UAE’s financial wealth will witness a strong expansion in coming years, growing from $700 billion in 2021 to $1 trillion in 2026
07/05/2023
Emma Thomson: Getting the most from high-net-worth protection cases
This includes advisers who specialise in high-net-worth business.
07/04/2023
UBS goes on hiring spree for wealth managers catering to rich Americans
The largest was BG Group, a 13-person team that managed $2.5 billion at Merrill.
07/04/2023
ADCB Private and Wealth Management
An evolving and innovative private banking proposition in the UAE
07/04/2023
Julius Baer sees 'rare opportunity' in bonds ahead of Fed pivot
The Swiss private bank is positive on US and Japanese equities, and sees an attractive play in investment grade bonds, as it predicts no further US rate hikes, with the Federal Reserve to cut in December.
07/04/2023
HSBC in hiring talks with Credit Suisse key bankers in Qatar
The British bank is to poach a team of senior bankers from Credit Suisse in a blow to UBS in Qatar.
07/04/2023
ESG and Customer Experience: new study reveals priorities of European banks, wealth and asset managers
Banks and wealth managers in Europe must become increasingly digital.
07/04/2023
Innovations helping wealth management firms to improve risk management
Wealth management firms require robust systems that provide real-time data,advanced analytics, flexibility, and intuitive risk assessments.
07/04/2023
Credit Suisse Wealth Staff Told to Prep for Management Roles
UBS is looking to hold on to bankers with client relationships
07/04/2023
The metaverse: a whole new world of private banking and wealth
The metaverse represents a new frontier in banking, a virtual world with virtual currencies and virtual goods for sale.
07/04/2023
HSBC returns to private banking in India to tap growing wealth
The business is aimed at professionals, entrepreneurs and their families with investable assets of more than $2 million, HSBC said in a statement.
07/04/2023
St. James's Place Is Top Pick Among UK Asset, Wealth Managers, Numis Says
Numis would avoid Ashmore, hold-rated Liontrust and Quilter, reduce-rated Ninety One and Schroders as well as Bridgepoint, whose rating is under review.
07/03/2023
OCBC Announces AUM Targets for Wealth Business
In order to meet this target, it will expand its team of relationship managers to 500 by end-2025, compared to over 400 today.
07/03/2023
BOCHK AM explores partnerships to boost investment range
Following its collaboration with Amundi in 2021, BOCHK AM is on the lookout for its next partnership, possibly within the global equities space.
07/03/2023
Observations from 40 years in wealth
In addition to his current role as Head of Strategy and Development, Clark is known by our LGT Crestone staff and clients as our Vice Chairman and as the head of our Melbourne office.
07/03/2023
Maples Group Wins CBLJ's 2023 Best Offshore Law Firm of the Year and Family Wealth Management Sector Awards
The awards focus on legal excellence, innovative services, market-leading deals and exceptional performance, and are based on nominations, recommendations and endorsements received from China-focused in-house counsel and legal professionals.
07/03/2023
UBP partners with Securis in Insurance-Linked Securities
This partnership will enable UBP to offer Securis’ global capabilities to institutional clients and third-party distributors throughout Europe, Middle East and Asia.
07/03/2023
Lumin Wealth acquires Essex adviser
The Big Picture Wealth Management acquisition is part of Lumin’s strategy of “partnering with like-minded advisers who share the same high standards and commitment to client-centric solutions”.