08/22/2024
Fairstone acquires two advice firms
The firms are Grayside Financial Services in Epsom and Swindon-based Executive Wealth Management.
Wealth and Asset Management
08/22/2024
Bank Zimmerberg Surpasses Milestone
The regional bank particularly excelled in its securities and investment business, with a half-year result of 1.7 million Swiss francs, 9 percent higher than the previous year.
08/22/2024
MKD Wealth Unveils New Brand Identity and Website for Entrepreneurs and High-Net-Worth Families
The rebranding includes the launch of a new website, MKDWealth.com, designed to better communicate the firm's unique approach to wealth management.
08/22/2024
Master at managing millionaires? HDFC Bank has a job for you
India’s rapidly growing economy is producing an increasing number of ultra-wealthy individuals, with those holding $30 million in assets expected to grow by 50% between 2023 and 2028, according to a Knight Frank wealth report.
08/22/2024
Will Raiffeisen become the new CS in the corporate customer business?
Although the company still places great value on its corporate client business, the international asset management business is now the most profitable.
08/22/2024
Revealed: The wealth management & private banking companies leading the way in ESG
The table below shows how GlobalData analysts scored the biggest companies in the wealth management & private banking industry on their ESG performance
08/22/2024
Ocorian manager joins judging panel for Citywealth Future Leaders Awards
The awards, now in their tenth year, are open to all wealth management professionals under the age of 40.
08/22/2024
Saffery Trust Director celebrates 40-year career at award-winning firm
Helen explained that being a woman in a male-dominated industry in the 1980s presented challenges.
08/22/2024
How young athletes should handle new-found wealth
When sports stars are suddenly catapulted into international stardom, there’s rather a lot to think about
08/22/2024
Garanti BBVA named "Best Private Bank for Sustainable Finance"
The award reflects the bank's strong commitment to integrating sustainability into its strategic objectives.
08/22/2024
The Bank of East Asia, Limited Announces 2024 Interim Results
They emphasized BEA’s continued commitment to providing comprehensive financial services across its extensive network.
08/22/2024
Urner Kantonalbank achieves solid half-year results
The succession process has been initiated.
08/21/2024
Advisers to the super-rich are embracing the AI revolution — but at what cost?
Computer-generated tools promise to make life easier for HNW wealth managers. But could the push put their clients at risk?
08/21/2024
Moody's Says Cash Sweep Backlash Could Hurt Wealth Managers' Credit
Typically these accounts aren’t for long-term investing but instead hold short-term proceeds from things like dividends or interest or monies for commission payments.
08/21/2024
Barclays Private Bank sets its sights on accelerated growth in Singapore
The British banking giant’s private banking arm is poised for its next phase of growth in Singapore as it looks to strengthen its top-tier client services and offerings
08/21/2024
How do you preserve wealth for future generations? Start early
Families are enrolling children in financial education courses offered by their banks and advisers
08/21/2024
Growth in customer business continues – positive first half of 2024 for Raiffeisen
Raiffeisen assumes that the global economy will continue to grow
08/21/2024
Evelyn Partners agrees corporate charity partnership with Career Ready
Evelyn Partners’ first year of support will centre around its Birmingham, Glasgow, London and Manchester offices
08/21/2024
The value of security
The first insight is that uncertainty is not the same as risk.
08/21/2024
What is the future of wealth management?
This shift has led wealth management firms to explore new advisory models, including hybrid approaches that blend traditional and digital services.