04/19/2023
Zug consolidator invests in Geneva independent asset manager
Quaestor Coach specialises in the acquisition and development of wealth and asset management firms.
Wealth and Asset Management
04/19/2023
Julius Baer Launches Asia’s First Family Wealth Planning Certificate Programme for its clients
The Bank aims to equip its clients and their Next Generation with the necessary skills to navigate cross-generational transitions and preserve their family legacy
04/19/2023
Bank Reyl Fined Once Again in France
In addition, partner and general manager François Reyl was also convicted in the case involving practices at the bank from 2009 to 2013 and fined half a million euros.
04/19/2023
Julius Baer unveils new 100,000 square foot office at Two Taikoo Place as it gears up for growth in Hong Kong
Expansion signals commitment to Hong Kong as a core market and dedication to nurturing a diverse, talented workforce to serve clients in the region.
04/19/2023
Citadel discloses chunky St James’s Place short bet
According to FCA data, Citadel Advisors Europe had a 0.5% short position against the wealth management group on 12 April.
04/18/2023
Latest News from Tatton Investment Management: Return of calm bodes well for Spring
Mildly positive returns across the risk spectrum tell the story of another risk storm having passed without sinking global capital markets.
04/18/2023
Michael S. Schwartz, CFP, AEP Receives Forbes' Best-in-State Wealth Awards 2023 Recognition
Those advisors that are considered for the ranking have a minimum of seven years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records and industry experience.
04/18/2023
HSBC GWM sees ‘massive opportunities’ in China
HSBC's wealth and personal banking CEO, Nuno Matos, is encouraged that investment schemes will make mainland China a ‘significant wealth market’.
04/18/2023
Tidjane Thiam Fights to Defend His Identity
The bank is now in the process of being taken over by arch-rival UBS.
04/18/2023
New mortgage club launches for HNW clients
Private Banker Finance primarily specialises in sourcing mortgages for £1m and over.
04/18/2023
Wealth manager celebrates record year, despite volatile markets
Net inflows in the second half of the year were £0.887bn, an average of £148m per month, maintaining the strong performance delivered in the first half of the year of £0.907bn.
04/18/2023
Liontrust among suitors for Zurich-listed asset manager GAM
A combination of London-listed Liontrust Asset Management and GAM would create a fund manager overseeing roughly £100bn in assets, Sky News learns.
04/18/2023
Emerging markets in the era of friend-shoring
Five years ago the US and China began imposing tit-for-tat customs duties, adding friction to global trade.
04/18/2023
Deutsche Bank Targets Asia’s Rich as Credit Suisse Clients Flee
The bank is targeting entrepreneurs with investible assets
04/18/2023
Objectway in the Wealthtech 1000 for the Fifth Consecutive Year
The Advisory Board and FinTech Global team set out to find the best and brightest companies that are solving the industry’s most significant problems, raising capital, generating revenue, and gaining customer traction.
04/18/2023
BNP Paribas' wealth management unit to launch in Thailand
BNP Paribas named Daniel Peter as chief executive of the wealth management unit in Thailand.
04/18/2023
DFM's assets trapped after FCA shuts down WealthTek
Collapsed wealth firm was custodian for Stellar Asset Management, meaning client money is stuck while special administrators complete their task.
04/17/2023
Julius Baer Opens New Hong Kong Office
The new space will complement its existing office in the central business district’s International Finance Center (IFC) building.
04/17/2023
How the wealthy borrow cheap cash to pay their taxes
Wealth management clients with hefty stock and bond portfolios have long used their holdings as collateral for loans to bankroll their dreams
04/17/2023
For These Morgan Stanley Advisors, Having a Big Team Is a Must
Along with partners Mary Guza and Diana L. Chaney, Ricca explains how their group’s structure benefits both clients and younger colleagues, and what investors should look for in an advisor.