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.
Wealth and Asset Management
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
05/26/2022
Wealth Management Firm Acquired by Irwin Mitchell Division
The acquisition will expand Irwin Mitchell's wealth management team as it seeks to expand its range of wealth services available to clients.
05/26/2022
The winners of the Private Banking Switzerland Awards have been announced!
HSBC won for Outstanding International Player in Switzerland, Societe Generale was rewarded for Sustainable and Ethical Investment, and BNP Paribas won for Diversity and Inclusion.
05/26/2022
Schroders puts bond yields under the spotlight
Despite wafer-thin margins of safety from longer-dated yields, Schroders identifies relative value fixed income opportunities.
05/26/2022
How Charles Stanley works with IFAs
When it comes to managing money, good relationships are vital. Here, two of Charles Stanley’s Investment Managers explain the importance of their dealings with Independent Financial Advisers.
05/26/2022
Royal Bank of Canada reports second quarter 2022 results
Net income also benefitted from net favourable tax adjustments in the current quarter.
05/25/2022
UBS CEO Says Wealth Clients Digest Triple Whammy of Shocks
Global investors are jittery as markets navigate a world of rising interest rates, soaring inflation and the impact of China’s strict Covid policies on the global economy.
05/25/2022
How wealth management can futureproof itself
The most recent high-profile investment trends are cryptocurrency and sustainable investing – two vastly different concepts but both enjoying booms worldwide.