04/05/2023
Record 96 J.P. Morgan Advisors Selected for Forbes’ 2023 Best-in-State Wealth Advisors List
Five J.P. Morgan advisors named America’s Top Wealth Advisors
Wealth and Asset Management
04/05/2023
Adviser Services Holdings launches national advice business
Acquired two advisory firms to form Lync Wealth Management
04/05/2023
Ogier named Best Offshore Law Firm at WealthBriefing European Awards
Each of these categories is highly contested and is subject to a rigorous process before the ultimate winner is selected by the judges.
04/04/2023
Metrobank named PH’s best bank for ultra-high-net-worth clients
It was also named as the Best Bank for the Ultra-High Net Worth clients.
04/04/2023
FNB and RMB Private Bank win 9 awards for excellence in Private Banking at Euromoney
RMB Private Bank won two awards for the Best Bank for Ultra High Net Worth Individuals and Best bank for ESG Investing in South Africa.
04/04/2023
Stanchart Benefits from Significant Shifts in Private Banking
UBS's forced takeover of Credit Suisse announced a little over two weeks ago, is also likely to have an impact notwithstanding Standard Chartered's current strong sweet spot in the mass affluent market.
04/04/2023
Credit Suisse CEO Ulrich Koerner: «A matter of deep personal regret»
Koerner, who had a reputation for cost-cutting, was brought back to Credit Suisse in 2021, becoming CEO in August of last year.
04/04/2023
Private Bank Maerki Baumann Ups Profit Despite Fewer Assets
The bank announced that Bruno Gehrig will remain on the board of Maerki Baumann on which he served since 2014, until this year's annual general meeting.
04/04/2023
An update from Rathbones
Rathbones announces combination of Rathbones Group and Investec Wealth & Investment UK to create the UK’s leading discretionary wealth manager.
04/04/2023
SNB's Vice-Chairman Sets Out His Priorities
«The interest rate level in Switzerland is 1.5 percent, which is not high. We don't see any signs at the moment that this could endanger financial stability in Switzerland,» he said.
04/04/2023
The Syz Group Reports Strong Increase in Net Profit
Assets under Management were down at CHF 23.1 billion, mainly due to market effects.
04/04/2023
VP Fund Solutions: Value-Holdings Deutschland Fund recognised at the Refinitiv Lipper Fund Awards
The fund invests in listed companies in Germany.
04/04/2023
Over 300 wealth and asset managers have offices in the DIFC
Firms based in the Dubai International Financial Centre represent an industry size of $450bn
04/04/2023
Edmond de Rothschild Corporate Finance advises a Private owner on the sale of a logistics asset in Bernolsheim, France
The property is located in the Brumath departmental business park 28 km north of Strasbourg.
04/04/2023
Private bank Hampden & Co hails first-ever annual profit - and says it has 'come of age'
Private bank Hampden & Co has cheered it achieving its first full-year profit as well as record lending in 2022, saying it has “come of age” after launching less than a decade previously.
04/04/2023
All North American clients of Vontobel Wealth Management are now under one roof
As a result of the legal merger, all clients of the “new” SEC-registered US entity will be able to access the comprehensive services and global investment expertise offered by Vontobel SFA.
04/04/2023
Northern Trust Launches Market Risk Monitor
New Risk Solution Leverages Confluence Technologies and Includes Analytics Dashboard Integration to Support Clients’ Risk Management and Regulatory Reporting
04/03/2023
Biggest banks in the world, as measured by total assets, 2023
A bank’s assets include, among other things, the number of its loans, mortgages, and credit card accounts.
04/03/2023
ERI wins in the Transaction Processing Solution category at the WealthBriefing European Awards 2023
The WealthBriefing European Awards are part of a global programme run by WealthBriefing and its sister publications WealthBriefingAsia and Family Wealth Report, encompassing all of the world’s major wealth management centres.
04/03/2023
UBS shortlists four consultants for Credit Suisse integration
Bain & Company, Boston Consulting Group, McKinsey and Oliver Wyman in running for lucrative contract