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Wealth and Asset Management

02/20/2024

Walliser Kantonalbank Annual results for 2023

The normalization of the interest rate environment led to a positive development in the interest business.

02/20/2024

Has the wealth industry entered a new era of dealmaking?

In a new report, the boutique investment bank revealed a slight year-over-year dip of 5.6 percent in dealmaking in 2023

02/20/2024

Yves de Montmollin: «We have looked at a few wealth managers»

Yves de Montmollin steps into a Zurich-bound train every week now.

02/20/2024

Goldman Sachs Asset Management unveils innovative Global Green Bond ETF

The Fund’s introduction is a strategic move by Goldman Sachs Asset Management to build upon its active green bond offering.

02/20/2024

Amundi and EBI to launch SRI model portfolios

Exclusive: Five portfolios investing in passive funds from Amundi and Northern Trust

02/19/2024

Navigating Wealth Management: Morgan Stanley's Christina Au-Yeung Leads the Way in Strategic Investment

In a financial climate where the cautious cling to cash and money market funds, Au-Yeung champions a course towards enhanced income products, steering through the treacherous waters of concentration, performance, and headline risks.

02/19/2024

Rothschild & Co expands Middle East reach with new Riyadh office

This move reflects Rothschild & Co’s commitment and conviction to the growth potential in the Kingdom of Saudi Arabia.

02/19/2024

NBK unveils 'NBK Wealth' for premium wealth management solutions

A world class wealth management group and one of the largest in the region

02/19/2024

Dissatisfied Citi Forces New Telephone Drill on Private Bankers

The new rules are part of efforts to boost the wealth management business.

02/19/2024

Is Italy’s wealth management sector turning a corner?

Mediobanca is the latest financial institution in Italy to expand its business in wealth management

02/19/2024

Ex-Credit Suisse Bankers Need Superpowers

One-third of the recruits are expected to be former Credit Suisse bankers.

02/19/2024

UBS becomes a partner and campus bank of the HSG

UBS will provide substantial support to the HSG Center for Financial Services Innovation

02/19/2024

We're delighted to be supporting NatWest Group's partnership with Team GB ahead of the Paris 2024 Olympic Games.

We’re excited to be partnering with Team GB as their athletes prepare for the forthcoming Olympic Games.

02/19/2024

Butterfield to build on Credit Suisse business

The bank’s fourth quarter and year end results were well received by the market, with Simply Wall Street calling it a good week for the bank.

02/19/2024

7IM expands MPS range on M&G Wealth Platform

The portfolios benefit from proper diversification, strategic asset allocation (SAA), robust risk management, a range of risk profiles, and competitive pricing.

02/19/2024

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.

02/16/2024

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.

02/16/2024

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.

02/16/2024

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.

02/16/2024

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.

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