12/16/2024
Private Banking Awards Switzerland 2024 winners revealed
A variety of firms were rewarded during the evening.
Wealth and Asset Management
12/16/2024
Citadel Credit Union Announces Partnership with Cetera Financial Group to Power Wealth Management Programs and Enhance Member Experience
The selection reflects Citadel's dedication to providing world-class solutions to empower members' financial well-being while fostering a culture of excellence within its wealth management division.
12/16/2024
Hightower Makes Strategic Investment in Dechtman Wealth Management
Denver Wealth Manager to Scale and Grow its Family-run Business at Hightower
12/16/2024
BNP Paribas appointed by Insignia Financial as its custodian in Australia
The service offer will cover Insignia Financial’s MLC and OnePath businesses, with the transitions to be finalised in 2025.
12/16/2024
Sia Partners Welcomes a Strategic Minority Investment from Blackstone
It marks the Company’s first partnership with a financial investor since its inception.
12/16/2024
Wellington offers flagship fund in Hong Kong and SIngapore
The Wellington Global Quality Growth fund is now available to retail investors in Hong Kong and Singapore.
12/16/2024
A Leading Wealth Management Firm To Lay Off One-Sixth Of Its Workforce
The firm designs both funds and portfolios, as well as provides financial advice and contracts connections with external financial managers.
12/16/2024
Are You Ultrarich, Rich or Merely Affluent? It Makes a Big Difference for Your Bank
Managing money for the rich is today’s golden goose in banking, because it generates stable fees and has low capital requirements.
12/16/2024
JTC Wins Trust Company Employer Accolade at Annual Wealthbriefing Awards
Announced at a ceremony held in St Helier last week (5 December), JTC was named ‘Trust Company Employer of the Year’ at the annual Wealthbriefing Channel Islands Awards 2024.
12/16/2024
LGT adopts pass-through voting in “European first”
The firm is leveraging ProxySphere technology developed by fintech Tumelo, in collaboration with asset manager Legal & General and investment service provider State Street Global Advisors, to implement the voting framework.
12/16/2024
Schroders named Impact Investing Platform of the Year
These awards acknowledge the work of impact investors and highlight best practice across all asset classes and geographies.
12/16/2024
Vanguard Establishing New Advice & Wealth Management Division
They are grounded in the firm’s core philosophy of high-quality, diversified, and low-cost solutions designed to help clients keep more of their return.
12/16/2024
BCS Plans Hiring to Boost Private Banking & Wealth Management Unit
This was stated by Sasha Wiggins, CEO of Barclays Private Bank and Wealth Management, in a presentation to analysts in London.
12/13/2024
Swiss banking veterans expand with Lumen Capital
After more than 20 years in the industrial sector, entrepreneur Daniel Eggenberger has returned to his original professional home: the financial business.
12/13/2024
National Bank: Familiar messages, but new style
The majority had expected a reduction in the SNB key interest rate of 25 and not 50 basis points.
12/13/2024
Key takeaways from the Private Client Transatlantic Wealth & Estate Planning conference
The conference covered wealth and estate planning for US citizens or those who have financial interests in US assets.
12/13/2024
Julius Baer scores a hat trick at WealthBriefing Channel Islands Awards
The WealthBriefing Channel Islands Awards, held annually, celebrate the most innovative and exceptional firms, teams, and individuals within the wealth management industry.
12/13/2024
Quilter’s WealthSelect boosts US equity allocation as Trump sugar rush anticipated
The WealthSelect portfolio managers have maintained their generally cautious stance.
12/13/2024
BlackRock Revolutionises Wealth Access to Private Markets with Innovative Evergreen Platform
The platform integrates exposure to private equity, infrastructure, private debt, real estate, and multi-alternatives, leveraging BlackRock’s expertise in investment, technology, and data.
12/13/2024
Crafting bespoke wealth management for our clients in Belgium: an interview with Denis Pittet and Geoffroy Vermeire
The Swiss group, which dates back to the 18th century, targets what is termed the “wealthy” segment of the private banking market, consisting of clients with at least EUR five million to invest.