11/08/2022
Philanthropy is facing a ‘triple squeeze’ and digital assets can help - Citi
Looking into 2023, Citi’s report gives insight into how philanthropy should be adapted for charities to continue supporting their beneficiaries.
Wealth and Asset Management
11/08/2022
A successful Q3 2022 for Valiant
The bank’s expansion continued apace, with a new branch office opened in Winterthur in Q3 2022 and more new branches to come.
11/08/2022
Sionic’s Sharde McCorkle Scoops AST “Rising Star” Award
We’re celebrating a prestigious win by one of our most talented banking and markets experts
11/08/2022
Coutts Outperforms Worldwide Peers In Un Responsible Investing Assessment
Coutts identified as a leading steward of responsible investing globally.
11/07/2022
TCFD: Helping the Wealth Industry Make its Mark on Climate Change
This historic comparison data will add further to the complexity of the 100 plus data points in the Investment Association TCFD report template.
11/07/2022
HSBC Nears Halfway Point for China Wealth Hiring Target
In addition to headcount, HSBC has been also expanding its physical presence within the mainland.
11/07/2022
UBS Follows Wealthy Clients to ESG-Hostile Territory
This comes after the bank backtracked on its US digitization push after the planned takeover of robo-advisor Wealthfront came to nothing earlier this year.
11/07/2022
Sanctuary Wealth Adds 18Forty8 Private Wealth to Constantly Growing Platform
$400 Million Wisconsin team helps NFL players and coaches score financially
11/07/2022
Counting US mid-term votes, bracing for recession
The world is watching the US economy as its monetary policy evolves to reflect slowing inflation, and braces for an expected recession in 2023.
11/07/2022
Wealth managers respond as client demand for private markets access accelerates
This is reflected in Delio’s latest research in which 88% of wealth managers declared that their clients are now actively seeking access to illiquid investment opportunities.
11/07/2022
UBS plans management shakeup in US wealth arm to boost market share
The unit will also consolidate its footprint in conventional wealth hubs like New York.
11/07/2022
Evelyn Partners announces continued positive new business inflows and growth in operating income
The business has delivered an uplift in operating income and continued strong new business inflows, against a backdrop of ongoing macroeconomic uncertainty and market volatility.
11/04/2022
$650M Merrill Advisor Team Bolts for Kestra
Canton Wealth Partners joins Kestra in Georgia.
11/04/2022
UK private wealth portfolios down by up to a third
Market losses, inflation and currency movements combine to hurt savers this year
11/04/2022
Wealthy families are migrating to the U.S. South and UBS is following them
The new structure for the world's largest wealth manager signals a big push into the southern United States alongside competitors such as Merrill Lynch Wealth Management, which has boosted its presence in Florida.
11/04/2022
LGT receives accolades for philanthropy services and sustainable investing in Europe
LGT also received two awards for its expertise in sustainable investing for the Western Europe region.
11/04/2022
Lombard Odier's sustainability branding campaign wins again
This is the third award that our campaign, which focuses on sustainability, has won this year. It follows our success in similar categories at both the European and Swiss WealthBriefing awards in March and February, respectively.
11/04/2022
Northern Trust Named Best Private Bank in U.S., Best Bank Globally for Family Offices and Best for Innovation
In addition to the “Best Private Bank in the U.S.” award and “Best Private Bank for Innovation,” Northern Trust was recognized for its Global Family and Private Investment Offices (GFO).
11/04/2022
HSBC investor Ping An publicly calls for break-up and ‘aggressive’ cost cuts
China’s biggest insurer says bank lacks Asia experience on board
11/04/2022
Van Lanschot Kempen: third-quarter trading update
Strong quarterly result in line with first two quarters of 2022