03/27/2024
Q2 2024 Investment Outlook – Tapping into opportunities in stocks and bonds
HSBC Global Private Banking is advising high net worth and ultra high net worth clients to consider taking on more risk and put their cash to work
Wealth and Asset Management
03/27/2024
JPMorgan bets on new wealth planning tool to draw investments
JPMorgan is the largest U.S. bank. But its wealth division, with 5,400 advisors and about $900 billion in assets under supervision, is smaller than competitors'.
03/27/2024
WealthTech’s new horizon: Catering to the Millennial and Gen Z investment wave
This sector is now keenly focused on tailoring its offerings to meet the unique preferences of these emergent financial powerhouses.
03/26/2024
JP Morgan Private Bank's head of China retires
The China head was with JP Morgan Private Bank for over eight years, and worked at Credit Suisse, HSBC and UBS before.
03/26/2024
How HSBC Global Private Banking is helping generations of wealthy families meet their succession planning goals
HSBC report suggests wealth preservation and its distribution to next generation is a prime objective among the wealthy
03/26/2024
REYL Intesa Sanpaolo named “Best European HNW Team” by WealthBriefing
The award distinguishes REYL Intesa Sanpaolo from its peers and rewards the constant achievements and innovation at the Bank.
03/26/2024
Prince Max von Liechtenstein: «Annual Returns Are Meaningless»
Short-term orientation that is inherent in human beings is one of the root causes for a lot of problems.
03/26/2024
RBC says SJP could be bid target as it slashes rating
RBC analysts break from the pack and downgrade SJP from ‘buy’ to ‘hold’, believing the business could become the target of M&A activity.
03/26/2024
Why diversification matters amid buoyant markets
Why diversification matters amid buoyant markets
03/26/2024
Fairstone completes acquisition of £110m AUM IFA
Fairstone’s M&A team recently celebrated a record 12 months of dealmaking, with 16 firms joining its DBO programme across the UK and Ireland and a further six full acquisitions.
03/26/2024
SJP partners with Sky Arts for first TV sponsorship
SJP’s sponsorship has been facilitated by Sky Media and Mindshare UK.
03/26/2024
LLB Switzerland opens location in Zurich
The private banking and corporate customer teams in Zurich are ready for the opening.
03/26/2024
Will the UBS share price fireworks dry up after Easter?
This is causing nervousness among investors.
03/26/2024
How HSBC Global Private Banking is helping generations of wealthy families meet their succession planning goals
There’s been a mindset change.
03/26/2024
UBS to boost Asia assets, sees growth from wealth and asset management
The Swiss banking giant currently manages $5.2 trillion assets globally.
03/26/2024
Baloise in Switzerland appears to be robust despite a challenging financial year
The nationwide growth of the comprehensive range of financial services from insurance and banking continues to be steady and is very well received by customers.
03/25/2024
JPMAM: lock in bond yields
JP Morgan Asset Management's EMEA chief market strategist warns against the seduction of cash rates.
03/25/2024
Julius Baer Wants New CEO Announced by June
The search to find someone to take Philipp Rickenbacher's place at the top of Swiss-based international private bank Julius Baer has kicked into high gear, various sources in Zurich's financial hub indicate.
03/25/2024
Tatton becomes manager of Verbatim portfolio growth funds
These new mandates are an integral part of building our fund business and our investment team are perfectly suited to managing them.”
03/25/2024
Hana Bank recognized as best private banking service in Korea by Euromoney
This year, it also won awards for Korea's Best for Digital Solutions and Korea's Best for Succession Planning, proving its expertise in private banking.