01/24/2022
RBC Wealth Draws $327M Practice from JPMorgan
Knutson says the team was drawn by RBC Wealth’s ability to offer personalized tools to help serve clients.
Wealth and Asset Management
01/23/2022
Credit Suisse’s António Horta-Osório learns the rules aren’t just for the little people
The taxpayer’s 43 per cent stake had been sold off and Horta-Osório had bounced back from personal issues
01/21/2022
Zoe Announces Their Partnership with Exencial Wealth Advisors
Excellence and accountability are two of the main values that each of their advisors works by and all of them are passionate about helping clients formulate plans to achieve their purposes.
01/21/2022
Raymond James takeover of Charles Stanley gets final go-ahead
A month after regulator approved the acquisition
01/21/2022
Is the term ‘private banking’ still relevant?
Surely - the blurring of the lines and business models between the different types of wealth management firms now operating in Asia raises important questions over whether ‘private banking’ is still relevant.
01/21/2022
Why gold is the ultimate asset for wealth preservation
Many investors lost their shirts as market values plummeted quickly, and stayed low for a sustained period.
01/21/2022
Swiss bank UBP boosts assets under management 8.8% in 2021
Revenue was 5.9% higher than in 2020
01/21/2022
AIA Singapore merges wealth and health offerings
The move is meant to meet the ‘underserved needs’ of high net worth clients.
01/21/2022
Citadele has agreed to sell its Swiss subsidiary
The closing of the acquisition is expected by year end 2022, subject to regulatory approvals.
01/21/2022
Thomas Gottstein's Most Difficult Task
The praise from London is per se pleasing, but puts Switzerland's second-largest bank under massive pressure, namely its CEO Thomas Gottstein.
01/21/2022
Moving past the peak
While economic growth and stimulus should become less positive this year, inflation and the virus impact should become less negative too. We’re tactically overweight US equities and a range of credit exposures
01/21/2022
Close Brothers trading update meets expectations
Close Brothers will release its half year results
01/21/2022
How is the next generation reshaping private banking?
This insightful experience enabled us to delve into the financial hopes and concerns of new generations.
01/20/2022
Credit Suisse's Lucrative Send-Off for Ex-Chairman
He had pledged to tame bonuses and risk-taking in the wake of Credit Suisse's scandals.
01/20/2022
2022: A critical year for growth and transformation for asset and wealth managers
Alpha FMC’s Asset and Wealth Management 2022 Outlook explores the headwinds that managers are facing because of Covid-19 and how they should respond to succeed this year
01/20/2022
LLB Group: Advance information on the annual results
The figures have not yet been audited.
01/20/2022
Edinburgh wealth management firm acquires Inverness rival
The firm says it is planning further deals in the Highlands and Islands this year
01/20/2022
Coutts Scotland marks a return to its roots
Now Coutts is returning to its roots. Later this year, it will be taking over the banking functions of another Scottish private bank, Adam and Company.
01/20/2022
Credit Suisse Number-Two Throwing in the Towel?
His role as CEO of a Swiss blue-chip has raised questions of whether Schwan has enough time to devote to stabilizing Credit Suisse.
01/20/2022
Apex Group launches Women’s Accelerator Program
The Women’s Accelerator Program aims to accelerate the progress of high-performing female talent through the business, eroding the gender disparity at mid- and senior-management levels to provide a clear path for career progression.