08/30/2023
BMO, Scotiabank earnings highlight pressure for wealth management units
Latest earnings results for Canadian big banks reflect challenging market conditions
Wealth and Asset Management
08/30/2023
StanChart Launches Alternative Credit Offering
According to Boston Consulting Group, the global trade market has estimated financing needs of $18 trillion.
08/30/2023
Vontobel launches private markets offering
Our collaboration with Portfolio Advisors, LLC is the first step we are taking in the implementation of our private markets strategy
08/30/2023
The Rise of Engagement: Opportunities for Wealth Managers
This can range from operational improvements to addressing climate change issues in their corporate strategy.
08/30/2023
Geneva IAM incorporates sister company services
Amadeus Capital is integrating the services of W Capital Gibraltar and Amadeus Quantamental Luxembourg.
08/30/2023
Wealth management specialist announces launch of Newcastle city centre office
Operating from Portland House will help the business to benefit immediately from sustainable office space which will accommodate its future needs as operations expand and workforce numbers increase.
08/30/2023
UBS Set for Record Quarter, Plenty of Questions After Takeover
More important than the numbers will be indications of progress in integrating Credit Suisse, particularly with respect to the wealth management business and the future of its Swiss unit.
08/30/2023
Hedge fund veteran lined up to take the helm as GAM chief executive
Activist investor group has named Randel Freeman as its preferred candidate to lead the Swiss asset manager
08/30/2023
Goldman’s woes show how difficult it is to crack advice market
They also have their divisions, and mastery in one area does not always mean you can succeed in another.
08/29/2023
Goldman Sachs Sells Wealth Management Division
Goldman's recent foray into retail banking with the unwashed masses has been like asking a French chef to start slinging hot dogs -- nobody on either side of the equation is very happy.
08/29/2023
Raymond James study: What rich clients need in estate planning
According to Raymond James, that's where financial advisors today can offer some of the most value to wealthy clients — filling in those common service gaps.
08/29/2023
Quilter Cheviot MPS now available on three additional platforms
We have been working closely with platforms for over a decade now
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