11/27/2024
Green Wealth Partners rebrands to LeoVest Partners
LeoVest Partners AG is known as a new force in Swiss wealth management.
Wealth and Asset Management
11/27/2024
Objectway: Growing Demand for As a Service Models
In fact, the demand for services in Business Process as a Service mode is growing, to outsource some business processes and allow financial operators to automate and optimize operations.
11/27/2024
St James’s Place set to re-enter FTSE 100
SJP’s share price has rise more than 70% in the past six months
11/26/2024
HSBC expands cross-border payments reach with enhanced Global Money Transfers service
This enhancement triples HSBC Singapore’s cross-border payment capabilities, adding 50 new destinations and 40 new currencies.
11/26/2024
Natixis IM enters talks with Generali over asset management tie-up
French banking group BPCE has been assessing options for its $1.4tn fund management division
11/26/2024
Citigroup awards special retention bonuses for dozens, Bloomberg News reports
Andy Sieg, who was hired last year by the lender, said the unit's recent results are starting to take hold
11/26/2024
Alternative Investment Platforms for Wealth Management: A Solutionscape
Wealth managers, family offices, and HNW/accredited investors are increasing their allocations to alternatives to achieve greater diversification, hedge against inflation, and gain higher returns.
11/26/2024
Charles Russell Speechlys opens Milan office targeting UHNW clients
London-based firm hires duo from tax boutique Maisto e Associati to launch first Italian office
11/26/2024
Evelyn Partners announces sale of Professional Services business to funds advised by Apax
The transaction, which is subject to regulatory approval, is expected to complete in the first quarter of 2025.
11/26/2024
Canaccord explores options for UK wealth management business
Canaccord and UK-based advisory firm Fenchurch Advisory Partners are assessing the future of Canaccord Genuity Wealth Management UK, the report said.
11/26/2024
Raiffeisenbank Region left Lake Zurich opens new branch in Siebnen
The new branch will be a modern advisory bank.
11/26/2024
Blackstone Buys Into Santander’s $1 Billion Loan Portfolio
Santander has embarked on a push to improve returns on capital.
11/26/2024
Barclays to establish new Private Banking booking centre in Singapore
The new booking centre reinforces Barclays Private Bank’s commitment to expanding in Asia
11/25/2024
Citigroup CEO Jane Fraser on Hong Kong’s enduring charm and strategic role
A potential trade war will not alter the US bank’s expansion plans in Asia, or Hong Kong’s importance, Fraser says in an exclusive interview
11/25/2024
Singapore is a prime business location for the world’s wealthiest entrepreneurs
Singapore’s stability, business-friendly regulations, and sophisticated investment ecosystem make it a preferred choice for global HNW and UHNW entrepreneurs.
11/25/2024
MAG Wealth Management takes over Ovation Wealth Advisors
The deal is said to introduce a new model for advisor growth and succession planning within the private banking sector.
11/25/2024
Fairstone Ireland swoops for financial planning firm
The deal marks Fairstone Ireland’s sixth strategic acquisition, solidifying its presence in the North West region.
11/25/2024
London forum promotes island as leader in wealth management
The Bermuda Business Development Agency facilitated the two-day Bermuda Wealth Forum, held at the JW Marriott Grosvenor House, in London, earlier this week.
11/25/2024
Andrea Orcel's Unicredit also wants to grow in its home market
The Italian major bank Unicredit is not only targeting the German Commerzbank, in which it holds a good 20 percent of the shares via derivatives.
11/25/2024
Lombard Odier wins two awards at the WealthBriefing MENA Awards 2024
This award recognises Lombard Odier as the leading international private bank with headquarters outside the MENA region.