07/04/2022
AutoRek wins ‘Best CASS Solution’ Award at Goodacre’s Systems in the City FinTech Awards 2022
The Awards provide an important point of reference for user firms assessing the suitability of their operational infrastructure.
Wealth and Asset Management
07/04/2022
China greenlights Goldman Sachs wealth management JV
Goldman Sachs ICBC Wealth Management can now offer wealth management products to domestic Chinese clients.
07/04/2022
Hawksford acquires two international businesses
The acquisitions, collectively adding more than 60 years of international industry experience, see Hawksford increase its geographical footprint and services, moving into Mauritius and the Republic of Ireland for the first time.
07/01/2022
Three Shortlisted From JTC In The Citywealth Future Leaders Awards 2022
These awards aim to champion young professionals in the wealth sector and highlight our leaders of today and tomorrow.
07/01/2022
Accuro finalists of the STEP Private Client Awards 2022
The STEP Private Client Awards are widely acknowledged as the most prestigious Awards
07/01/2022
BMO Recognized as Best Private Bank, Best Commercial Bank and Best Retail Bank in Canada
The annual World Finance Banking Awards recognize industry leaders, eminent individuals, exemplary teams, and distinguished organizations which represent the benchmark of achievement and best practices in a variety of fields.
07/01/2022
Janus Henderson poaches €6bn Danske EMD team
Bent Elvin Lystbaek, Jacob Ellinge Nielsen, Thomas Haugaard and Sorin Pirău will join Janus Henderson by 1 September.
07/01/2022
Credit Suisse Expands Funding to Nonprofit Organizations Leading Efforts to Improve Pathways to Career & Upward Mobility
The organizations provide educational pathways outside of traditional four-year degrees, enhancing their students' abilities to launch promising careers.
07/01/2022
Hampden & Co teams up with Hiscox Private Client to offer bespoke insurance solutions
Through the relationship with Hampden & Co, Hiscox property insurance can include multiple assets, worldwide cover for theft, loss and damage of possessions, and additional protection for staff and visitors.
07/01/2022
Julius Baer reaches settlement in disclosed legacy litigation case
The underlying facts of the dispute date back more than ten years. Approximately half of the settlement amount is covered by pre-existing provisions.
06/30/2022
Quilter launches two-year inclusion and diversity action plan
The plan supports an equity-based approach focusing on the differing needs of underrepresented groups.
06/30/2022
Lombard Odier wins award for sustainable technology
The annual PWM WealthTech Awards are organised by the Financial Times Group, and these awards celebrate the companies that are defining the wealth management digital landscape.
06/30/2022
Novia reports strong growth in 2021
Total AUA increased to GBP8,951 million at the year-end, an increase of GBP522 million in the year.
06/30/2022
National Bank Of Oman Launches Private Banking
NBO’s Private Banking is a platform offering a portfolio of investment and wealth management products and services including, global investment funds and structured products, offering customers the opportunity to invest in a wide range of robustly m
06/30/2022
BNP Paribas Wealth Management further expands its digital services offering and launches a new solution dedicated to investing in private assets
This new solution is being progressively rolled out in all BNP Paribas Wealth Management markets and will be available to all private banking clients by the end of the third quarter of 2022.
06/30/2022
Citi Global Wealth enjoys record six-month period despite economic headwinds
Citi added 40 new hires to the EMEA team within its global wealth management division in the first half of 2022, taking total headcount to 140
06/30/2022
UBS fined over complex options scheme
The US regulator said that the firm had not adequately trained its advisers or provide oversight on its Yield Enhancement Strategy.
06/30/2022
Morningstar Completes Acquisition of Wealth Management Platform Provider Praemium's UK and International Business
The end-to-end Morningstar Wealth Platform adds to the data, research, portfolio analytics, and investment management
06/30/2022
Kingswood increases AUM/A to £6.8bn
In its annual report, the company stated that this surge was 10% driven by organic growth and 5% through acquisitions.
06/30/2022
Wealth management: Citi’s Asia family office ambitions takes shape with new hires
Citi continues to stockpile private bankers as its Asia wealth franchise pushes to hit its target of adding more than $150 billion in regional assets under management by 2025.