04/12/2023
Khan Says UBS May Retain Credit Suisse's India Wealth Unit
Khan ran the business for Credit Suisse before he left for UBS in 2019.
Wealth and Asset Management
04/11/2023
Macquarie Asset Management and Magma Equities acquire Dallas area 285-unit multi-family investment
DFW is one of the fastest growing metro areas in the US due to the combination of its strong job and population growth, business friendly nature and affordability.
04/11/2023
JP Morgan private bank surpasses 3,000 adviser mark for the first time
In her 2022 letter to shareholders Mary Callahan Erdoes, CEO of Asset & Wealth Management, focused on the investments the firm made into private banking during the year.
04/11/2023
RBC Snags $1B Team From Troubled First Republic Bank
The Todd Halbrook and Adam MacDonald Management Group in Newport Beach, Calif. is departing First Republic a little more than a month after some regional banks collapsed.
04/11/2023
Sanctuary Wealth Congratulates 14 Advisors Named to Forbes' Best-in-State Wealth Advisors List
Two affiliated advisors also named to Forbes' America's Top Wealth Advisors list
04/11/2023
UBS advisors Drew Freides and Michael Kanigher named to the Barron’s Top 1200 Advisors list
Drew and Michael are founding members of Mainsail Wealth Partners, one of the largest advisor teams at UBS, which includes Private Wealth Advisors Steven Westerman and Brendan Carroll, and Financial Advisors Melanie Desma McFedries and Kate Freeman.
04/11/2023
The importance of a Global Perspective
As the uncertainty that beset markets in 2022 continues into 2023, the importance of adopting a global perspective can’t be overstated.
04/11/2023
The St.Galler Kantonalbank is expanding its open banking offering
Effective immediately, authorized external asset managers can also place and manage stock market orders via the technical interface.
04/11/2023
Wealth Management Opportunities in the Shadow of a Giant
After that, owners and partners started worrying about concentration risk in the Swiss banking sector.
04/11/2023
Monthly update: Markets rise as banking concerns ease
Global stocks rose after government intervention helped calm market jitters.
04/10/2023
Milleis Banque Privée completes its transformation with the roll-out of OLYMPIC Banking System
This approach has resulted in a fourfold reduction in the number of applications in use and requiring maintenance.
04/10/2023
Banque Heritage SA: Annual Results 2022
Banque Heritage Overcomes Turbulent Market Conditions, Demonstrates Resilience and Growth
04/10/2023
All North American clients of Vontobel Wealth Management are now under one roof
The CEO of the “new” Vontobel SFA is Peter Romanzina, with Jürgen Wegner serving as Deputy CEO.
04/10/2023
Seventeen UBS Advisor Teams in Southern California and Hawaii Named to the Forbes Best-in-State Wealth Management Teams List
The ranking, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, including telephone, virtual and in-person due diligence interviews, revenue trends, assets under management and compliance records.
04/06/2023
Are alternatives impacted by recent banking stress?
Rising rates have been painful for high-growth oriented companies with elevated cash burn rates.
04/06/2023
SJP partner acquires Cambridgeshire-based wealth manager
Apollo Private Wealth snaps-up fellow SJP partner Debra Wait Wealth Management
04/06/2023
LGT Wealth India and Asset Vantage announce collaboration
Through this collaboration, both companies have come forward to deliver a superior technology solution, which seamlessly consolidates portfolios across multiple accounts and investments for family offices.
04/06/2023
Wealth portfolios hit by March bank storm
Only Asset Risk Consultant’s Cautious index posted a positive return in March as the the SVB and Credit Suisse crises sparked volatility across markets.
04/06/2023
2023 General Meeting of Shareholders: “Vontobel has a solid position and clear focus”
Vontobel will provide an update on its performance in the first three months of the current financial year on April 21, 2023.
04/06/2023
Valartis buys out major shareholder
With the transaction, Valartis is streamlining the structure of its shareholders.