09/15/2022
SLK Private Wealth, a $1.6 Billion Elite Team, Chooses Partnered Independence With Sanctuary Wealth
Three founding partners are top ranked advisors by Forbes/Shook, including the #6 wealth advisor in California
Wealth and Asset Management
09/15/2022
Morgan Stanley Private Bank, National Association Receives Outstanding Rating for Community Reinvestment Initiatives
Rating given by the Office of the Comptroller of the Currency
09/15/2022
Morgan Stanley counting fresh assets in the trillions
After its spate of acquisitions, Morgan Stanley now has relationships with 16.5 million clients, Andy Saperstein, its head of wealth management, points out.
09/15/2022
Brooks Macdonald posts record underlying profits and £800m inflows
FUM down by 4.8%
09/15/2022
SJP upgrades financial crime defence
The Napier platform can be delivered via public cloud, private cloud, or on premise.
09/15/2022
Kingswood set for 8 more acquisitions despite pre-tax loss
Operating profit was £4.5m, £1.5m higher than H1 2021.
09/15/2022
UBS Beset by Leadership Rumors
UBS shares fell as much as 6 percent afterward, which is particularly hard to understand given that Switzerland's largest bank has been a beacon of stability for years now.
09/15/2022
Ex-Lombard-Odier-Banker now in the service of a Zurich boutique
Guillier is jointly responsible for the investment process of the Singularity Fund, while Ben-Menahem chairs the expert advisory board, among other things.
09/15/2022
BEKB opens a modernized location in Burgdorf
The premises of the "atelier ämme" are also available to interested parties for workshops, meetings or smaller club meetings - free of charge and outside of opening hours.
09/14/2022
CI Global Asset Management launches CI Alternative Multi-Strategy Fund
New fund uses alternative strategies to modernize the balanced fund
09/14/2022
GBST to offer interactive tools to UK wealth market
It can be integrated with existing client processes such as investment onboarding journeys or home loan lending applications where leads can be passed directly to CRM software.
09/14/2022
Citi Private Bank Finds Family Offices’ Priorities Transcend Preserving the Value of Financial Assets and include Fostering Family Unity and Continuity
Despite volatile market activity in 2022 leading to overall portfolio decline, the majority of respondents in the annual Family Office Survey remain optimistic and expect portfolio gains in the next twelve months
09/14/2022
Barclays to expand private banking operation in Africa
With a focus on South Africa, Nigeria and Kenya
09/14/2022
BoA expands wealth management group in push to win rich clients
Banks have been competing for wealthy individuals, bolstering their advisory and lending practices to capture more assets on their balance sheet.
09/14/2022
‘We will never be Coinbase’: How Pictet WM attracts the next generation of clients
Victor Aerni, head of wealth management in Zurich, explains why the firm continues to recruit and how it approaches millennial clients.
09/14/2022
PR for the UBS stock does not catch
The bank also announced that it will probably spend more than the promised $5 billion on share buybacks this year - and that it will gradually increase the payouts in the coming years.
09/14/2022
Expect further M&A acceleration in wealth management
Private equity backing on rise
09/14/2022
Vontobel is expanding its offering in North America
With the introduction of these new strategies, the Swiss company says it complements its multi-boutique offering in North America and strengthens its presence in the region with additional solutions for Canadian and American investors.
09/14/2022
The cheap growth stock cashing in on rising Fed rates
US wealth manager LPL Financial has enjoyed an $890m gross profit windfall this year as a result of rising interest rates.
09/14/2022
UBP sees opportunities in Singapore's growing family office landscape
The Swiss private bank has set up four pillars to help ultra-rich clients planning to set up family offices.