06/13/2024
Citigroup's Wealth Management Division Grappling With Efficiency Issues
The findings reveal Citigroup's performance lags behind its peers, specifically in critical operational aspects.
Wealth and Asset Management
06/13/2024
Highvern Private Wealth team members included in eprivateclient NextGen Leaders list
Congratulations to them on this well-earned recognition, highlighting their hard work and accomplishments.
06/13/2024
Edmond de Rothschild Announces the Launch of an Infrastructure Debt Strategy in Saudi Arabia
This investment platform will bring complementary liquidity to existing equity and senior debt instruments
06/12/2024
Harnessing AI and emerging technologies: applications in wealth management
Croesus' Maxime Dumas on leveraging advanced financial tools to enhance advisor capabilities and gain competitive advantage
06/12/2024
Zedra Announce Aquisition of LJ Fiduciary and Alvarium Private Office Completion
LJ Fiduciary and APO will shortly be rebranded and merged into the existing ZEDRA Group.
06/12/2024
Is Generative Artificial Intelligence the Key to Unlocking Personalization in Banking?
Banks that excel in this form of personalization are often rewarded with enhanced customer loyalty, satisfaction, and, ultimately, greater profitability.
06/12/2024
Private Banking & Wealth Management London Awards 2024 winners unveiled
The best and brightest private banks in the industry were honoured.
06/12/2024
Capturing wallet share: Delivering on the UHNWI top 10 list
This expectation is generating significant opportunities for banks because family offices most often serve as an orchestrator, coordinating services for the UHNWI.
06/12/2024
DBS eyes S$500 billion in wealth assets by 2026, top executive says
DBS is also aiming to double the number of wealthy clients with assets worth at least S$1 million and above by end 2026
06/12/2024
Merger of Swiss units of UBS and Credit Suisse could happen by July
The merger would initially mainly affect employees, who would then already be able to work together internally, Sabine Keller-Busse told the Neue Zürcher Zeitung newspaper on Tuesda
06/12/2024
Altrata Report Reveals $31 Trillion in Generational Wealth Transfers by 2033
More than a quarter of world's wealthy worth $5m+ will pass on their fortunes in the next 10 years. Gen X as the primary beneficiaries.
06/12/2024
“Forget unrestricted market access to Europe”
The Geneva private bank UBP has hired 150 wealth managers in the past year, half of them in Switzerland.
06/12/2024
Structured products: a strategic solution
The market is currently dominated by products that aim to optimise returns.
06/11/2024
UBS Wealth Management International Adds Déa Caldas in New York
Originally from Brazil, Caldas worked at Citibank and Banco Santander in Rio de Janeiro.
06/11/2024
Insigneo celebrates expansion with Laredo branch
The establishment of this branch comes after the firm announced last year
06/11/2024
HSBC completes the acquisition of Citi’s retail wealth management portfolio in mainland China
HSBC has one of the largest wealth service networks of foreign banks in mainland China
06/11/2024
Columbia Threadneedle partners with UBS for Japan equities fund launch
The fund, made available exclusively to UBS clients until the end of August, ‘fits well into what the shelf is missing’, said Columbia Threadneedle’s Mark Chan.
06/11/2024
WealthSelect adds two new funds to Sustainable range
The Alliance Bernstein Global Sustainable Equity Fund was introduced following a search to find a manager to complement the existing holdings within the global multi thematic allocation.
06/11/2024
From and within the US, the equities rally has ‘finally expanded’: Indosuez Wealth Management
Europe’s first-quarter earnings season, now drawing to a close, was better than expected, says Corrieras.
06/11/2024
SocGen struggles to strike deal for custody unit, sources say
U.S. bank State Street opens new tab, one of the world's largest asset custodians after market leader BNY Mellon, has been in talks to buy SGSS but the discussions have stalled