10/18/2022
BNP Paribas Joins China Wealth Market Race With New Approval
Asset-management unit, AgBank allowed to set up joint venture
Wealth and Asset Management
10/18/2022
New Prestatyn Base for Wealth Management Firm
Setting up the new base in Prestatyn was a particular pleasure for Mr Parry, who grew up in the town but now lives in Hawarden.
10/17/2022
"Outstanding Global Private Bank in Europe" & "Most Innovative Digital Offering"
Through its ONE Bank approach with CIB and Real Estate, BNP Paribas Wealth Management’s goal is to offer clients tailor-made services.
10/17/2022
Delivering Elite Wealth Management To Accounting Firm Clients
Providing quality service to our clients is our primary objective, and we have developed procedures along with our emphasis on open communication to ensure the highest standards of performance and efficiency.
10/17/2022
UBS Hires $1 Billion Advisor Team in Providence, Rhode Island
Joseph, Nancy, Nathan and their team join the UBS Northeast Private Wealth market, which is led by Julie Fox, and they report to Boston PWM Complex Director Maxwell Bardeen.
10/17/2022
Wealth managers unprepared for turmoil - Charles White Thomson
Moral hazard has skewed retail investors’ approach to risk, with the view that central banks and policy makers always ride to the rescue of investors, providing safety nets, with cheap money and loose monetary policy and that is a high-risk strategy
10/17/2022
How Big Banks are Getting Booted Out of the Lending Business
One example is the so-called marketplace lending platforms that are outbidding banks by acting as intermediaries for lending transactions.
10/17/2022
Goldman Sachs CEO Solomon is undoing some of his biggest moves in major bank shake-up
Goldman will also fuse its investment-banking and trading operations under one group run by Dan Dees, Jim Esposito and Ashok Varadhan.
10/17/2022
Investec hires more financial advisers for young clients
Niche bank targets about 60,000 professionals in its client base who are still accumulating wealth
10/17/2022
BNY Mellon Reports Third Quarter 2022 Results
The company's earnings release along with the quarterly financial highlights and other earnings-related documents
10/14/2022
Wealth Enhancement Group Selects CAIS to Expand its Alternative Investment Capabilities
Jeff Dekko, CEO of Wealth Enhancement Group, to Speak on RIA M&A Panel at the CAIS Alternative Investment Summit taking place October 17-19 in Los Angeles, California
10/14/2022
SVB Financial Parts Ways with Private Wealth Head DeChellis
The reason was not immediately clear, but the source said it may have followed questions about his trades in corporate stock.
10/14/2022
Brown Brothers Harriman’s Center for Women & Wealth Launches The Owners’ Council
The Council creates a forum for a select group of 100 business owners and c-suite executives to exchange ideas and support each other's success
10/14/2022
Ultima Capital : publishes half-year 2022 results
Ultima Capital SA publishes half-year 2022 results highlighting its growth and profitable business model
10/14/2022
Head of Credit Suisse Ticino: "Not just a bank on paper"
One explanation for this could be the type of customers the bank has there. Many of them are family businesses in traditional industries such as agriculture, tourism and granite quarrying, which value the bank's 110-year presence in the canton.
10/14/2022
Titanbay And Mercer Increase Non-public Markets Collaboration
Wealth managers and personal banks utilizing the Titanbay platform could have entry to Mercer’s fund scores and funding due diligence summaries on funds supplied on the platform, the agency mentioned.
10/14/2022
ONE swiss bank - SUSTAINABILITY REPORT 2022
This report constitutes a first step for ONE towards its goal of becoming a more sustainable company.
10/14/2022
Group annual results published by investment managers
For the overall Group, the results show revenue of £122.2 million, up 3.4% the previous year. Group Funds Under Management slightly decreased at £15.7 billion as net flows were offset by the impact of declining markets on asset values.
10/14/2022
Accuro Rewarded “Highly Commended” Independent Trust or Fiduciary Company at the Tenth Wealthbriefing European Awards 2022
Accuro were awarded Highly Commended in this category for their refreshing, value‐based approach to business that embraces their day‐to‐day business and strives to create purposeful climate for employment and positive contribution to society.
10/14/2022
One Swiss Bank overhauled salaries after employee ‘dissatisfaction’
The bank has published its first sustainability report and plans to link executive pay to sustainability goals.