11/22/2023
Miller Family Wealth Management Joins Steward Partners
First partner in Georgia is a former Wells Fargo team with $275 Million AUM
Wealth and Asset Management
11/22/2023
Citigroup lifer leaves head of wealth services role amid reorganization
The Wall Street firm is working on an overhaul of its wealth business structure.
11/22/2023
BBVA, Best Private Bank in Peru and Best Private Bank for Customer Service in Latin America, according to The Banker
The magazine remarked that the bank’s formidable contact, outreach and segmentation efforts had led to a significant increase in new customers and assets under management.
11/22/2023
Julius Baer 2023 family barometer
‘Rising Generation’ are willing to take bigger risks and sets clear expectations towards their wealth advisors
11/22/2023
Partners Group to sell Civica, a global provider of cloud software solutions for the public sector
The Company has a comprehensive product portfolio covering workflow and automation, risk and compliance, workforce management, financial management, and data analytics and insights.
11/22/2023
Wealth Management Apps Become Gateway to Client Satisfaction and Retention, J.D. Power Finds
The digital experience is a crucial component of an effective client acquisition and retention strategy.
11/22/2023
Why Liontrust is sticking with St James’s Place (for now)
Managers at the firm explain why they still see value in the under pressure wealth manager.
11/21/2023
Mirabaud: Ultra service for HNW clients (US$1M - US$5M)
Private Bank Servicing Clients with Investable Assets between US$1M-US$5M Founded in Geneva, Switzerland in 1819, Mirabaud is an independent, family-owned and family-led international banking Group.
11/21/2023
UBS Financial Advisor Team Mainsail Wealth Partners Named to the Forbes Top 100 Private Wealth Management Teams List
The team provides comprehensive wealth management solutions, which incorporate liability management, estate planning, tax optimization and philanthropic strategies into their investment advice.
11/21/2023
Spear’s Awards finalists: HNW Wealth Manager of the Year
Introducing the finalists for the HNW Wealth Manager of the Year Award, in association with August
11/21/2023
St James's Place changes managers and reduces fees for two funds
Balanced Managed and Continental European
11/21/2023
Quilter Cheviot MPS launches two new strategies on platforms
The Cautious strategy has been previously available via Quilter Cheviot’s own custody, while Defensive will be an altogether new strategy available via custody or on platform.
11/21/2023
Lunate and BNY Mellon to Invest in New Wealth Technology Company
Based in the Abu Dhabi Global Market (ADGM), Alpheya will be funded with a capital commitment of $300 million and is expected to start serving clients in 2024.
11/21/2023
Cinnamon Wealth accelerates women’s financial independence
Cinnamon Wealth promotes women taking an active role in determining the financial decisions made for their families.
11/21/2023
BBVA Switzerland and Metaco boost institutional digital asset offerings
This infrastructure will help BBVA develop its digital asset and private key custody capabilities, enabling the bank to support future business use cases in the digital assets realm.
11/21/2023
StanChart Opens First HNW Center in China
This sits in between Standard Chartered’s affluent and private banking segments.
11/21/2023
HSBC Reaches Half of China Wealth Hiring Target
Sun noted that growth in China’s wealth and insurance sector is outpacing forecasts for the country’s broader economy.
11/21/2023
Q3 figures: Swiss Post’s result impacted by lower letter and parcel volumes
The result reflects the challenging market environment and the accelerated trend towards digitization.
11/21/2023
Colm Kelleher's new part-time job
Chairman of the board of directors of Swiss companies are increasingly in demand.
11/21/2023
Blackstone to shut multi-strategy fund after assets fall 90%
Fund suffers £1.5bn fall in assets since end of 2019 as performance lags