08/29/2023
Quilter Cheviot MPS now available on three additional platforms
We have been working closely with platforms for over a decade now
Wealth and Asset Management
08/29/2023
A Discussion About the Executive Change at Bellevue
Today, Bellevue's healthcare investment expertise is internationally sought after and valued.
08/29/2023
Asset managers target Ireland’s rising number of affluent individuals
Strong economic growth has boosted prosperity and increased the demand for financial planning and investment advice
08/29/2023
Twelve Wealth Management is Trader of the Week
Twelve Wealth Management provides face-to-face financial advice to private and corporate clients, covering areas such as inheritance tax, investment and retirement planning.
08/29/2023
BNP Paribas WM's Lemuel Lee on the power of being prepared
The newly-appointed Hong Kong head talks about the bank's ability to provide a palette of cash management solutions kept its clients happy, in a year of market turmoil.
08/29/2023
GCC's asset management market to hit $500bn in onshore assets by 2026
More than 70% of regional private wealth is in offshore accounts but the trend is shifting, report says
08/29/2023
GAM Holding AG Concludes Successful Discussions with Newgame
This short-term financing will remain until it is replaced by the proceeds of a convertible bond to be issued by GAM in an amount of about CHF 25 million.
08/29/2023
Luzerner Kantonalbank Half-year result 2023
For the whole of 2023, LUKB is increasing its target for consolidated profit from at least 235 million francs to a range of 250 to 265 million francs.
08/29/2023
UBS inherits tricky wealth legacy in Asia
Former UBS CEO Ralph Hamers said in March that in Asia, more than anywhere globally
08/28/2023
How to secure generational wealth
As the Boomers move into the sunset phase, the transfer of generational wealth has become a pressing issue for many families.
08/28/2023
Citi: Top Line Growth Across the Board in Hong Kong
The treasury and trade solutions arm recorded a 27 percent revenue increase, driven by net interest income and fee-generating mandates.
08/28/2023
UBS Advisor Daniel Green Named to Forbes Top Next-Gen Wealth Advisors Best-In-State List
This is the fourth consecutive year that Daniel has appeared on the Forbes Next-Gen rankings.
08/28/2023
Why the rich stay on sidelines of sustainable investing
The good news is that there is recent research linking improved financial outcomes to various sustainable investing approaches.
08/28/2023
Credit Suisse Second Quarter Loss Reportedly $4 Billion
Even with such a loss by Credit Suisse, UBS could see a profit of nearly $35 billion in the second quarter
08/25/2023
Advisors' Organic Growth And The Future Of Wealth
Consider how wealth distribution has evolved.
08/25/2023
LLB Group with significant increase in profit
The LLB Group invests in further growth.
08/25/2023
Former Odey AM boss severs family business ties
Odey's former wife and onetime JO Hambro Capital Management CEO Nichola Pease, remains a director of the businesses, which according to their latest accounts handle investments totalling a combined £50m.
08/25/2023
Syz to pay for external asset manager software for partners
The private bank has inked a deal with software provider Wize.
08/25/2023
Banque Heritage: A look ahead to the second half of 2023
In addition, monetary policy, while still tight, is approaching its inflection point month after month.
08/25/2023
Alpian: Insights into Switzerland's first digital private bank
Put simply, Alpian is a digital Swiss private bank that fits in every pocket.