01/26/2023
HSBC UK boss Stuart White: Ditching fossil fuel firms won’t fix climate crisis
HSBC Asset Management exec says labelling of sustainable products is 'super important' to tackle issues of greenwashing
Wealth and Asset Management
01/26/2023
Investec wins at the Citywealth IFC Awards 2023
The winners are those judged to have excelled in achievement, innovation, expertise, and service.
01/25/2023
UBS Advisor Team Highbridge Wealth Management Named to the Forbes Best-In-State Wealth Management Teams List
Founded with a focus on individual wealth management, Highbridge Wealth Management has grown into a multi-generational team and includes Financial Advisors Mark Kever, Shawn Nicholas, Mark Hagan, Megan Portacci and Byron Brooks.
01/25/2023
16 UBS advisor teams in the Philadelphia D.C. Wealth Management Market named to the Forbes Best-in-State Wealth Management Teams List
These advisors are some of the best in the business and we congratulate each of them for this notable industry recognition
01/25/2023
GAM Holding AG provides an update on full year 2022 results
The Group also expects to report an IFRS net loss after tax of approximately CHF 309.9 million for the full year 2022.
01/25/2023
Edmond de Rothschild launches certified origin physical gold strategy
The physical gold is stored in vaults at Edmond de Rothschild’s headquarters in Geneva.
01/25/2023
How Peter built his business with 4,500 clients and £1bn funds under management in 30 years
It’s not without a little pride that Peter says: “St James’s Place corporately look after about 900,000 clients.
01/25/2023
Quilter plc 2022 Q4 Trading Statement
Quilter channel quarterly net inflows of £513 million (Q4 2021: £584 million) with the decrease reflecting lower levels of new business.
01/25/2023
Credit Suisse Paying Interest to Billionaire Plaintiff
The strategy being applied in the Ivanishvili case and, as it is stated in the CS Victims notice, the bank initiated negotiations with the lead plaintiff.
01/25/2023
Basler Kantonalbank receives a top “AAA” rating from Fitch
Fitch also points to the company's strong capitalization, steady increase and focus on profitability, and low level of non-performing loans.
01/25/2023
Asset managers prepare for staff reductions and streamlined product offerings in challenging 2023
Compressed growth
01/24/2023
IQ-EQ’s Regional Head of Private Wealth named in eprivateclient 50 Most Influential
The ‘50 Most Influential’ recognises and celebrates the most prominent leaders within the private wealth industry in the UK and Crown Dependencies.
01/24/2023
UBS Advisor Team The Matthews Group Named to the Forbes Best-In-State Wealth Management Teams List
The team was also named to the Forbes America’s Top Wealth Management Teams, Private Wealth list for 2022, as the only advisor team in Washington state named to the list.
01/24/2023
Gauging the inflections
Despite recent encouraging economic data, the near-term backdrop remains one of high inflation, rising rates, and slowing growth.
01/24/2023
Lighthouse Canton wins 'Best Independent Wealth Manager - Asia Pacific' at Asian Private Banker Awards for Distinction 2022
The Asian Private Banker Awards for Distinction identifies and honors the benchmark for excellence in private wealth management.
01/24/2023
Jupiter merges, closes and overhauls six funds in January
Publishes 12-point plan
01/24/2023
Qatar Investment Authority raises stake in Credit Suisse to just under 7%
The Qatar Investment Authority bought 139.03mln shares in the Swiss lender
01/24/2023
Private Banks Need to Earn the Trust of Generation Z
This makes it all the more difficult for companies to reach Gen-Zers.
01/24/2023
Now Raiffeisen Basel and Zurich are also fully fledged
The six branches were founded by Raiffeisen Switzerland between 1999 and 2016.
01/24/2023
Next-Gen Advisors Say They Are Ready (Predecessors Not So Sure)
Outlining clear expectations, providing mentorship and being receptive to new ideas posed by next-gen advisors can help facilitate a smooth succession, industry executives say.