06/13/2022
Barclays Wealth hires from Santander, Brewin and Brown Shipley
Barclays Wealth Management & Investments has hired four wealth managers to bolster its presence in the East region, including a local manager.
Wealth and Asset Management
06/13/2022
How AIA Singapore will help you find the true meaning of wealth
At AIA, we recognise the urgent needs of underserved HNWIs amid the explosion in Asian wealth.
06/13/2022
Goldman Sachs Asset Management Launches New Goldman Sachs 529 Plan
Extends Commitment to Education Saving Services through partnership with the State of Arizona’s 529 Plan
06/13/2022
Stonehage Fleming celebrates women in leadership with launch of “SF XV”
Stonehage Fleming’s mission is to be the trusted adviser to successful families and wealth creators.
06/13/2022
Truist Wealth enters Chicago with experienced team of wealth management professionals
Affluent, high and ultra-high net worth individuals, families and business owners to benefit from Truist's planning-centric service model
06/13/2022
Lumin Wealth snaps up South-East based adviser
Lumin Wealth said the purchase builds on its strategy of partnering with “like-minded advisers who share the same high standards” and commitment to client-centric solutions.
06/10/2022
Citi Global Wealth Investments Issues Mid-Year Outlook 2022: Investing in the Afterglow of a Boom
After a tough start to 2022, Citi explores what may lie ahead for investors, highlighting quality and resilience in portfolios
06/10/2022
Americans lost half a trillion dollars in wealth in early 2022
The total value of these holdings was $46.3 trillion in the first quarter, making it one of households' largest assets.
06/10/2022
Pictet: «China is the One Question We Have to Get Right in 2022»
In addition to Covid and lockdown-related challenges, Chen underlined continued troubles in the local real estate market.
06/10/2022
UBS Advisor Gino R. Stumpo Named to Forbes/SHOOK Best-In-State Wealth Advisors List
He is known for going above and beyond to prioritize his clients' needs with highly personalized wealth management services, and it's gratifying to see him acknowledged for his commitment to the well-being of his clients.
06/10/2022
Zephyr Named Finalist in 2022 Wealth Management Wealthies Awards
Zephyr's investment management platform continues to earn recognition from wealth and asset management industry peers
06/10/2022
Credit Suisse CEO blasts 'really stupid' takeover rumor
Credit Suisse has been the subject of much takeover speculation due to its recent lousy performance.
06/10/2022
J.P. Morgan Private Bank adds two billion-dollar advisor teams to its New York City business
These advisors are outstanding additions to the team and bring a proven track record for helping clients achieve their most important financial goals.
06/10/2022
Six Wins at the WealthBriefingAsia 2022 Awards
The WealthBriefingAsia Awards are designed to recognise outstanding organisations which have demonstrated innovation and excellence during the year.
06/10/2022
A major shareholder continues to tease Credit Suisse
The board of directors will ultimately have to take drastic measures to get CS out of its misery, finews.ch is convinced.
06/10/2022
St. James’s Place announced as Law Society of England and Wales strategic partner
SJP will provide specialist financial advice for members to help them feel financially confident and in control
06/10/2022
Wealth industry missing out on $230bn opportunity in lower HNW and affluent segments
Morgan Stanley and Oliver Wyman report
06/10/2022
Legal and General expands Santander partnership
These solutions aim to meet the changing needs of those at retirement age, as well as providing additional support for brokers dealing with higher-level loans.
06/10/2022
BNY Mellon Wealth Taps BofA, Citi for Boston Hires
Justin Esposito previously served as a portfolio manager at Bank of America Private Bank and Chris Martinson was a ultra-high-net-worth investment counselor at Citi.
06/10/2022
PIMFA publishes Diversity & Inclusion reports as it extends deadline for entries to this year’s D&I Awards
The reports come as PIMFA also announces that the deadline for entries to this year’s Diversity & Inclusion Awards has been extended until 22 June due to popular demand.