05/31/2022
Rockefeller Welcomes The Mendoza Group to its Rockefeller Global Family Office
Based in the Northern California’s Bay Area, the group is located in San Jose and becomes part of the Pacific Northwest Division, headed by Brian Riley.
Wealth and Asset Management
05/30/2022
TWP Wealth to Join forces with Asset Manager
TWP’s current management team and staff will spearhead Irwin Mitchell’s wealth management arm and join forces with IM Asset Management which currently provides a full suite of financial planning and investment management services.
05/30/2022
Unblu recognized for outstanding wealth management platform at Private Banking Switzerland Awards 2021
Celebrated in Zurich, the event recognizes pioneering achievements by banks and service providers in the wealth management sector
05/30/2022
Why Wealth Managers Have Troubles Finding Senior Executives
The largest banks in the world have been from China for at least a decade now.
05/30/2022
Why Wealth Managers Have Trouble Finding Senior Executives
They may have significant investment banking or asset management franchises
05/30/2022
LGT hunts for multi-asset PM in Zurich
They would be responsible for managing multi-asset asset management mandates with single stocks and/or with diversified investment products.
05/30/2022
Credit Suisse's De Ferrari In First Interview as Wealth Management Head
After a stint as CEO of Australian financial services conglomerate AMP, he returned in January at CEO Thomas Gottstein’s request to build a global wealth management franchise.
05/30/2022
New research reveals different generational attitudes towards wealth management
This contrasted with 55–65 year old respondents who valued guidance on investment management the most highly.
05/30/2022
Another bank boss rejects the top position at CS
Zeno Staub has been head of the Zurich Vontobel Group for more than ten years, making him one of the longest-serving bank bosses in Switzerland.
05/30/2022
The chief dilemma of the Swiss big banks
Actually, one would think that it would be easy to find top executives for big banks like UBS or Credit Suisse (CS).
05/27/2022
CIBC reports Q2 profit down from year ago, wealth management profit up 20%
CIBC’s Canadian commercial banking and wealth management business earned $480 million for the quarter
05/27/2022
HSBC Announces Hiring Plans for China Wealth Unit
In addition, the bank also introduced an enhanced offering for its affluent business with the launch of HSBC Premier Elite for clients to gain access to dedicated and personalized services.
05/27/2022
JBWere seals strategic alliance with Lombard Odier
Lombard Odier and JBWere have worked in close partnership since 2011.
05/26/2022
NFP Acquires Financial Advisory Firm Simon Shirley Advisors
Acquisition expands NFP's presence, employee benefits and wealth management offerings in Ireland
05/26/2022
Lombard Odier Formalizes Strategic Partnership in Australia
In exchange, Lombard Odier will be able to leverage JBWere’s local knowledge and network to grow its client base in the Asia Pacific region.
05/26/2022
Schroders subsidiary buys UK financial advice firm
This acquisition establishes a presence for Benchmark in Northern Ireland and will add over £120 million to the existing £2.1 billion of client assets in Benchmark’s national advice business.
05/26/2022
BMO Financial Group Reports Second Quarter 2022 Results
This collaboration brings innovative sustainable finance solutions to Canadian businesses, to help them transition from carbon-intensive operations to those that can eliminate or significantly reduce emissions, supporting our collective ambition for a net
05/26/2022
Cresent to Merge with Family Wealth Firm
The merger is expected to be complete within 30 days, pending regulatory approval.
05/26/2022
Oldest private bank in Andorra merge their Israel-based asset management firm
The oldest private bankers firm in Andorra, Andbank, will link its Israel-based asset management firm Sigma Investment House with Tel Aviv-based Clarity Capital Group.
05/26/2022
Credit Suisse has to cope with departures in Eastern Switzerland
However, staff turnover is no higher than before the Corona crisis