01/24/2023
The financial market corrections and negative exchange rate effects from the Swiss franc's strength, especially against the euro and the British pound, affected UBP's assets under management (AuM) last year.
01/23/2023
All CIFM employees will also eventually relocate to join J.P. Morgan at Shanghai Tower, an iconic building in the Lujiazui Financial Zone in Pudong District, the center of Shanghai's financial industry.
01/23/2023
After year of milestones, independent wealth firm is poised for continued growth
01/23/2023
This merger gives birth to Intesa Sanpaolo Wealth Management, with effect from January 1 , 2023.
01/23/2023
How to get the most out of our exclusive app for clients.
01/23/2023
Net new money was positive, at CHF 0.9 billion, driven in particular by the integration of Danske Bank International and inflows from private clients, which offset the fund outflows mainly from institutional investors.
01/23/2023
Goldman had a dismal fourth quarter, missing Wall Street profit targets by a wide margin.
01/23/2023
The Asian Private Banker Awards for Distinction identifies and honors the benchmark for excellence in private wealth management in the Asia Pacific region.
01/23/2023
New brand update communicates a differentiated offering, the value of fiduciary advice, and the continued evolution of Mercer Advisors as a National RIA firm
01/23/2023
Alongside Carmignac and Janus Henderson
01/23/2023
Titan Asset Management has significant experience managing funds and MPS, so this partnership will enhance LEBC’s offering to clients and further elevate Titan Asset Management’s position in the market.
01/20/2023
The former Pictet partner and Julius Baer CEO is well connected with the very growth-oriented financial institutions he wants to work with to expand the business.
01/20/2023
Following the acquisition, CIFM will be operating under the JPMAM brand in China and all of its employees will eventually relocate to join the American firm in its Shanghai office.
01/20/2023
Acquirer now has around £3bn in FuM
01/20/2023
The acquisition will further meet FNZ’s mission to deliver personalized investment solutions to more people across the wealth management industry.
01/20/2023
PKB Privatbank is now PKB Private Bank.
01/20/2023
Those that have made it onto the list are the leaders when it comes to providing the best possible advice and service for clients.
01/20/2023
The global economy is undergoing a major transformation to secure a more sustainable and prosperous future for all, and the team at Affinity are increasingly mindful of the role they can play in supporting this.
01/20/2023
External specialists, such as lawyers or bankers, may also want to ask Stonehage Fleming for advice, says CEO Chris Merry.
01/20/2023
Longest-serving boss of Wall Street bank earned $34.5mn for 2022