11/21/2023
Former Quilter director targeting HNWs with wealth venture
The firm has recently launched its UK wealth arm with its parent company based in Jersey.
Wealth and Asset Management
11/21/2023
UK millionaires group projects ‘tax our wealth’ on to Treasury and Bank of England
Jeremy Hunt should increase taxes on rich to help fund public services for all, says Patriotic Millionaires UK
11/21/2023
Elif Aktuğ: Gender diversity ‘isn’t happening quickly enough’ in private assets
Elif Aktuğ says gender-diverse teams have lower risk profiles.
11/20/2023
$700 Million Advisor Team Joins UBS in Hartford, Connecticut
The Keating Group joins the UBS Greater New England Market and will be located in the Hartford office at One State Street, which is managed by William Cholawa and Andrew Babiak.
11/20/2023
QNB named ‘Best Wealth Manager Servicing in Qatar’ 2023 by WealthBriefing
The prestigious award is a testament to the bank’s standing as the leading wealth management institution in Qatar
11/20/2023
Lombard Odier wins award for top international bank in the Middle East
The former recognises the outstanding performance from a private bank servicing the MENA region with a headquarters outside the region.
11/20/2023
Julius Baer: Interim Management Statement for the first ten months of 2023
Continued net new money inflows support asset growth – Relationship manager hiring pace maintained – Seasonal slowdown in client activity – Capital ratios improved further.
11/20/2023
Zürcher Kantonalbank launches new sustainable portfolios for frankly, vested benefits and pillar 3a
This product range is available for securities savings in Pillar 3a and vested benefits and is available with an equity share of 25, 45, 75 and 95 percent.
11/20/2023
Crossinvest incorporates the team and clients of the Zurich asset manager
The asset manager Crossinvest Zurich wants to take the next step in its growth story.
11/20/2023
2plan wealth management announces protection referral partnership with LifeSearch
Through the partnership 2plan advisers can choose to pass their clients, with an identified protection need, directly to LifeSearch.
11/20/2023
Santander Private Bank Introduces Bitcoin, Ethereum Trading for Clients in Switzerland
Santander Private Banking International is offering buy, sell and hold services with bitcoin and ether to clients with accounts in Switzerland.
11/20/2023
Julius Baer No Longer Such a Clear Pure Play
The bank considers itself a pure-play private bank with a focus on wealth management, which is generally light on the balance sheet side.
11/20/2023
HSBC on track to meet China wealth hiring target despite economic headwinds
Most foreign banks still rely on in-branch wealth planners to serve clients in China.
11/20/2023
IAM Crossinvest absorbs Zurich family office
The Crossinvest group has over CHF 3bn in assets under management.
11/20/2023
Malaysia's Maybank launches Islamic wealth management hub in Singapore
Maybank said the launch will make it the first lender in Singapore to offer "end-to-end Islamic wealth solutions"
11/17/2023
Suntera Global Recognised in Top Trust Companies List
Inclusion reflects the firm’s ongoing strategy to enhance and expand its global proposition for individuals and families
11/17/2023
Investec holds its own
Investec looks set to meet its full-year targets, despite the choppy economic backdrop
11/17/2023
Coutts wins ‘best bank for diversity and inclusion’ award just months after Nigel Farage debanking row
The awards came just months after Coutts apologised for debanking GB News presenter Nigel Farage.
11/17/2023
The Art Of Winning Ultra-High-Net-Worth Clients
As a result, they remain stuck in a place that may be comfortable but that probably isn’t generating the success they know they could achieve.
11/17/2023
Bordier signs on as Sygnum Singapore’s first B2B partner bank at the Singapore Fintech Festival
Partnership will allow Bordier to leverage Sygnum’s institutional-grade custody, risk management and off-balance sheet digital assets