08/16/2023
RBC Brewin Dolphin moves Birmingham team to new office
The wealth firm carries out its third regional office upgrade in less than a year since its acquisition by Royal Bank of Canada.
Wealth and Asset Management
08/16/2023
Lansdowne Partners completes acquisition of CRUX Asset Management
New manager for CRUX European equity funds
08/16/2023
WH Ireland shareholders back £5m rescue deal
WH Ireland warned that it was in danger of being wound up if the deal did not go ahead.
08/16/2023
Wealth managers who don’t evolve their engagement strategy will be wiped out in 20 years
The “Great Wealth Transition” has arrived.
08/16/2023
New Jersey $270M team sets up new wealth firm with LPL
The three advisors have left Merrill Lynch to form their independent firm.
08/16/2023
Citi Private Bank completes Surrey purchase
The UK is still perceived as a very safe and transparent place to invest money without many of the hurdles and barriers to entry that face other global CRE markets.
08/15/2023
Clientis Group presents another successful half-year result
The stable rating of the group was confirmed.
08/15/2023
Former Wells Fargo private bank execs gather assets at new firm
Jack Ginter was the president of Wells Fargo's private bank until he left in 2021.
08/15/2023
Quilter introduces additional adviser model ‘Quilter Partners’
Quilter will support their business growth and ensure continuity of advice for their clients when they decide to retire or exit.
08/15/2023
UBS: Wealth Shrinks For The First Time Since 2008
Markets that saw the largest increase in wealth were Russia, Mexico, India and Brazil. Per adult, Switzerland was the global wealth leader, followed by the US and Hong Kong.
08/15/2023
Statistical data by bank category
Amendment of data offering
08/15/2023
Sohar International Recognized for ‘Best Wealth Management Services in Oman 2023’ at Global Business Magazine Awards
At Sohar International, we take great pride in our wealth management services, led by an exceptionally capable team.
08/15/2023
Interest income is piling up at Bank Zimmerberg
After allocations to the reserves in the amount of 1.5 million francs, the profit came to 1.69 million francs
08/15/2023
Bruellan launches Gstaad branch with ex-Raiffeisen duo
The new wealth management hub targets both residents and frequent visitors of the town.
08/15/2023
Singlife’s investment arm to partner with BlackRock to boost wealth management offerings in Singapore
This partnership aims to introduce customised model portfolios to address a wide range of investor needs.
08/15/2023
Chinese wealth management firm stiffs big investors
Five years after regulators urged trust firms to cut property investments, state-backed Zhongrong remains highly exposed to the flagging sector
08/15/2023
Deutsche Bank’s Asset Manager Targets ‘Holy Grail’ of World’s Ultra Rich
DWS Group is designing bespoke opportunities for its private wealth channel.
08/14/2023
HK's latest updates to suitability obligations to help private bankers
The new guidelines will reduce the compliance burden on private banks and relationship managers, while strengthening Hong Kong's position as a regional wealth hub.
08/14/2023
AMP's NZ wealth management doubles KiwiSaver net cashflows
The highlight of the otherwise flat first-half results from AMP's New Zealand wealth management business was a more than doubling of net KiwiSaver cashflows.
08/14/2023
Gam Cancels The Egm Scheduled For 18 August 2023
The Board continues to consider the interests of all GAM shareholders and other stakeholders.