10/20/2023
Citizens Redefines Private Banking Sector With Launch of Citizens Private Bank
Six New Private Banking Offices to Open Across the Country
Wealth and Asset Management
10/20/2023
World's Best Private Bank Awards 2024
The winners are not always the biggest institutions, but rather the best—those with qualities that individuals rate highly when choosing a provider.
10/20/2023
Changes to the Boards of Directors of UBS Switzerland AG and Credit Suisse (Schweiz) AG
The two banks will be managed by their respective Executive Boards until the legal merger.
10/20/2023
BNP Paribas moves into a posh address in Lugano
The move underlines the importance that the company attaches to the further development of its activities in Ticino, it was learned.
10/20/2023
‘Valuations are extreme’: JSS multi-asset outperformer
Serge Alarcon is underweight megacaps and expects mean reversion to favour his funds.
10/20/2023
UBP bolsters its emerging market fixed income capabilities
Building on its strong legacy in EM and on the breadth of expertise within the team, UBP has reviewed its EM fixed income offering and implemented a new investment process integrating responsible investment at its core.
10/20/2023
Arbuthnot Banking Group PLC Third Quarter 2023 Trading Update
Once again, rises in the Bank of England base rate contributed to increased revenues from our repricing assets.
10/20/2023
How late is too late to start saving for retirement?
Having a range of assets to rely on as a pension will give you options.
10/20/2023
JPMorgan Puts its Name in Lights Over Geneva
The neon advertisements on Geneva's lakeside and riverfront streets have a long tradition.
10/20/2023
Citizens evolves by establishing its own private bank
Citizens Financial Group revealed the national launch of Citizens Private Bank.
10/20/2023
Julius Baer Raises $167M for Debut India-Focused Equity Fund
The fund has attracted a global investor base, including non-resident Indian clients and North Asian and South Asian clients of Julius Baer.
10/20/2023
What’s an asset manager worth? It depends what they do
Quoted groups’ share prices are still in the doldrums – mostly.
10/19/2023
Private banking trends in South Africa – everything you need to know
As the clear leader in the private banking sector, Nedbank Private Wealth is constantly looking to the future to see which trends will have the biggest impact on the industry and the country.
10/19/2023
Why culture is key to wooing women in Canada's wealth space
Senior VP of advisory services unpacks 'flywheel' dynamic of organizational diversity, development, and client retention
10/19/2023
GAM Holding AG Announces First Steps in Turnaround
The sale of the third-party Fund Management Services activities to Carne Group is progressing well
10/19/2023
Growth slows at Hargreaves Lansdown as investor confidence falters
AUM up £800m in Q3 2023
10/19/2023
Neon launches free trading ETF duo with Invesco
The Invesco All-World Ucits ETF and Invesco MSCI World ESG Climate Paris Aligned Ucits ETF are now tradable for free on the Neon platform.
10/19/2023
Julius Baer International continues UK expansion, establishes Newcastle office
The office is located on Hood Street in the city centre.
10/19/2023
Tatton sees AUM grow by almost 8%
Tatton said the “strong organic net inflows” were supported by a positive market performance of £0.10bn.
10/19/2023
Private credit is asset managers’ favoured growth area
Many firms are setting up private credit funds in response to increased investor demand.