11/22/2024
UBS' New Architectural Jewel
With this new building, UBS aims to set new standards not only in architecture but also in wealth management.
Wealth and Asset Management
11/22/2024
WRISE Group Launches WRISE Prestige in the Middle East
New business segment builds on the success of WRISE Prestige Hong Kong
11/22/2024
Morgan Stanley Identifies 6 Key Focus Areas for the Future-Ready Family Office
Morgan Stanley reports on the rising need for flexible structures in family offices
11/21/2024
RBC named best private bank in Trinidad and Tobago
RBC made the announcement in a press release on November 19.
11/21/2024
Private banks prepare for next gen revolution
Private bankers are meanwhile under intense pressure from their bosses to improve margins
11/21/2024
Private banks show increased interest in circular economy
In a circular economy, products and materials are circulated through processes such as maintenance, reuse, refurbishment, remanufacture, recycling and composting.
11/21/2024
How Millennials Are Reshaping Global Wealth
The new generations are at the forefront of a new era, driven by rapid geopolitical shifts, economic volatility and groundbreaking technological advancements.
11/21/2024
Close Brothers Asset Management partners with Objectway to drive growth and innovation
By adopting Objectway's Portfolio Management solution, CBAM will drive digital transformation and customer-centric expansion to achieve its strategic goals.
11/21/2024
MAG Wealth Management Acquires Ovation Wealth Advisors, Rebrands as Carson Wealth
This merger represents a significant leap in scale, addressing a common growth challenge faced by many independent advisors.
11/21/2024
Wealth management firm Fairstone buys Donegal brokerage
Acquisition comes amid continuing consolidation in the sector
11/21/2024
Blackstone to train Hong Kong wealth managers as private assets gain investor favour
Alternative asset manager launches Blackstone University programme along with Private Wealth Management Association
11/21/2024
HSBC expands Global Private Banking in Kuwait
The launch of Global Private Banking in Kuwait is a significant milestone for HSBC and reinforces its commitment to Kuwait.
11/21/2024
Julius Baer: Interim Management Statement for the first ten months of 2024
Substantial increase in client assets – Accelerated net inflows – Solid capital position – Start date of new CEO set for 9 January 2025.
11/21/2024
Margetts Wealth stays independent with management buy-in
The aim is to go for 20% growth over the next twelve months
11/21/2024
‘Articulate the alpha!’ Arbuthnot’s Osman tells fund managers
Arbuthnot investment head Eren Osman believes fund managers need to ‘surgically’ demonstrate how they generate alpha as the ETF threat to their existance grows.
11/21/2024
Liontrust to Integrate Global Fixed Income Team into Liontrust Multi-Asset Team
Both the MA and GFI teams believe there will be greater diversity in interest rate policies around the world going forward.
11/21/2024
JTC Recognised Again at Wealthbriefing Channel Islands Awards
Recognition at the Wealthbriefing Channel Islands Awards concludes another highly successful year for JTC’s PCS team
11/21/2024
MAG Wealth Management takes over Ovation Wealth Advisors
The merger is set to establish Minnesota's first Carson Wealth location, with $350m in assets.
11/20/2024
Nordea completes the acquisition of Danske Bank’s personal customer and private banking business in Norway
The acquisition is an ideal strategic fit for Nordea and will strengthen Nordea’s market position in Norway among household customers.
11/20/2024
Gonet to merge with private bank
The deal to take over One Swiss Bank will take the assets under management of the Arab Bank Switzerland Group to nearly CHF 20bn.