06/23/2022
UBP Sells its American Client Business
The two sides have agreed not to disclose the price of the deal for client assets totaling 1 billion Swiss francs ($1.04 billion) to be transferred.
Wealth and Asset Management
06/23/2022
Five J.P. Morgan Wealth Management Advisors Named Barron’s 2022 Top Women Financial Advisors
J.P. Morgan Wealth Management continues to invest heavily in technology, top talent and resources to offer exceptional support for its advisors and clients.
06/23/2022
Lombard Odier’s Asia CIO on Portfolio Agility as the World Faces up to Inflation Mutating to Low Global Growth
Looking ahead, to 2023, he said the bank currently thinks the story might evolve from an inflation scare to a growth scare.
06/23/2022
Wealth Enhancement Group Joins Forces with Hawkins Wealth Management, a $574M RIA With Offices in Iowa and Florida
Addition of Hawkins Wealth Management Raises Wealth Enhancement Group's Total Client Assets to More Than $55.5 Billion
06/23/2022
Wealthy GCC investors are leveraging weak pound to buy London properties
Knight Frank says there has been a noticeable surge in UK property interest, as Northacre, a subsidiary of Dubai-listed Shuaa Capital, announces its first luxury branded residence in London
06/23/2022
IQ-EQ Compass wins Gold in Citywealth Brand Awards 2022
The award ceremony took place in London on 21 June 2022, where representatives of IQ-EQ were in attendance.
06/23/2022
Alpha Financial Markets posts its "best year in history" as profit up
The number of Alpha Financial's clients increased to 718 from 439 the year before, fostering revenue growth alongside the integration of Lionpoint.
06/23/2022
BlackRock veteran partners with P1 to launch impact wealth firm
Nick Stoop’s new firm, Pangea Impact Investments, will build impact-focused model portfolios.
06/23/2022
JTC Wins at Citywealth Brand Management and Reputation Awards
The winners were announced at an event in London earlier this week
06/22/2022
MyEva, by Wealth Wizards, expands their Sales & Business Development team
The new team all have a background in employee benefits, and recognise that financial wellbeing is high on the agenda for many HR and Reward departments, forming part of a holistic wellbeing strategy.
06/22/2022
Northern Trust Expands With New Jacksonville Office
20th Office in Florida Demonstrates Longstanding Commitment to State
06/22/2022
When the commodity traders flee from Geneva to Dubai
So while Switzerland suffered for decades from the general suspicion of having a lax attitude towards all kinds of trading activities, a trend reversal now seems to be in the offing.
06/22/2022
Russian Gold Finds its Way Into Switzerland
The removal from the so-called good delivery list means Russian gold and silver producers can no longer trade their newly minted bars in London.
06/22/2022
Swiss Private Bank Bergos AG Selects New Access SA to Support Its Digital Transformation
The bank focuses on asset management and advisory, offering services beyond money such as Art Consult and Multi Family Office Services.
06/22/2022
Liontrust picture gets cloudier after £2.5bn annual inflow
Liontrust’s flows turned negative in the final three months of the financial year in the challenging market conditions.
06/22/2022
Swiss Life AM looks for IG portfolio manager
The position is part of a team managing corporate bonds globally for internal and external institutional clients, and responsible for credit derivative strategy and positioning.
06/22/2022
France's BNP Paribas transfers wealth management ops in Brazil to Bradesco
The migration to Bradesco's private bank will happen over the next month.
06/22/2022
Wealth managers 'leaving money on the table' with UHNW focus
The lower HNW and affluent segments have been undervalued [by asset managers] and underinvested in, which has limited value creation at the industry level.
06/22/2022
Senior impact and wealth specialists join Tribe in continued business growth
Also joining Tribe and the growing wealth management team is James Marti.
06/21/2022
Wealth Management Market Players To Provide Hybrid Services By Integrating AI
The Business Research Company’s Wealth Management Market 2022 - Opportunities And Strategies – Global Forecast To 2030