Managers of Wealth

Ocorian joins global elite as WealthBriefing MENA awards winner

Each of the award categories is highly contested and is subject to a rigorous process before the ultimate winner is selected by the judges.

Rockefeller family’s wealth advisory firm expands into Richmond after luring team from Truist

Rockefeller Global Family Office launched its first local operations earlier this month.

DBS focuses on wealth continuum in Thailand, trims brokerage business

The Singaporean bank has communicated its ambitions for onshore Thailand, outlining its plans to rely on technology and hire experienced bankers in the country at a press briefing.

There are sales rumors surrounding the Swiss private banking unit

There is a need for action, as the operating income of the entire group fell by a quarter to 7.5 billion euros compared to the previous year.

Citi wealth management pushes private bankers to record client calls - FT

Private bankers now submit call reports on conversations with clients and are expected to speak with them every 90 days.

ZEDRA’s new flagship London location reaffirms growing presence in UK Capital

This new location at Birchin Court not only enhances our operational efficiency, it enables us to offer a seamless experience to our clients, and supports our continuous growth.

Citigroup starts tracking how often private bankers call clients

They have also been encouraged to contact each of their clients at least once every 90 days

Morgan Stanley laying off hundreds in wealth management unit, source says

The wealth management unit became an important moneymaker for the bank after it clinched major acquisitions

Lombard Odier reports full-year 2023 results: strategic investment in talent, sustainability and technology

The Bank continued to make strategic investments in the long-term success of the business: its investment offering, banking technology platform and key talent.

Annual results for 2023 BKB Group: Strong operating result due to profitable growth

The strong result means that the five targets of the strategy period that runs until 2025 have already been achieved after two years.

Bank Zimmerberg is successfully navigating the interest rate turnaround

Thanks to the change in interest rates , Bank Zimmerberg, which operates primarily on the left bank of Lake Zurich, was able to significantly increase its operating income last year.

Successful Thurgauer Cantonal Bank

Ad hoc announcement in accordance with Art. 53 Listing Rules (LR) of the Swiss Stock Exchange

Bank Cler increases business success and annual profits

The good operating result strengthens the capital base and thus the security and stability of the bank.

ABN AMRO Bank posts net profit of EUR 545 million in Q4 2023

Over the past few years, we have worked hard to transform the bank, creating a platform to successfully deliver on our strategy.

Channel Islands stand out amongst finalists in Citywealth Powerwomen Awards 2024

These awards, established over a decade ago by multi award winning businesswoman Karen Jones – founder and CEO of Citywealth – recognise the excellence of women in the wealth sector.

Preserving wealth in a Bermuda dynastic trust

Barclays contemplating SocGen UK private bank takeover

However, were the acquisition to go ahead by Barclays, it would follow the lender’s takeover of Tesco Bank, which marked a bid to diversify from the volatile investment market.

Debunking the 10 most common myths of investing

Time in the markets beats market timing.

Australia’s 50 Richest 2024: Collective Wealth Rises To $222 Billion Despite Dollar Drag

Led by Gina Rinehart, mining fortunes remain on top.

Twenty-two UBS Advisor Teams in Southern California and Hawaii Named to Forbes Best-in-State Wealth Management Teams List

Of the advisor teams recognized, nine work from the firm’s Orange County offices, ten are based in San Diego County, and three are in Honolulu.

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Wealth and Asset Management