04/04/2024
Australia's Wealth-Management Sector Piques Global Investor Interest -- Interview
The years since a probe into Australia's banking system have seen a transition in the country's financial-services sector.
Wealth and Asset Management
04/04/2024
Wealth portfolios boosted in Q1 as inflation cools
ARC’s estimates reveal that its four private client indices all went up in the first quarter, as investment managers benefited from asset classes producing positive returns.
04/04/2024
Standard Chartered Partners With Old Mutual For Wealth Platform
A market with an estimated $2.4 trillion of investable assets.
04/03/2024
Sequoia Financial Group Acquires Houston-based AltruVista, Expanding Wealth Management Services for Entrepreneurs
Houston-based AltruVista has more than $310 million in assets under management as of March 31, 2024.
04/03/2024
Söderberg & Partners launches MPS on adviser platforms
There will be three options on offer: core, sustainable core and active core.
04/03/2024
Rathbones serves as official wealth management partner
Rathbones is a leading provider of individual wealth management, asset management and related services to private clients, charities, trustees and professional partners.
04/03/2024
AlTi Tiedemann Global Announces Acquisition of East End Advisors Following Strategic Investment
Executes AlTi’s strategy to expand scale and reach of its ultra-high-net-worth (“UHNW”) wealth management and strategic alternatives business in existing and new markets.
04/03/2024
KKR: UBS and CS were the sponsors when it came to doing business with the rich
The aim is to sell the American giant's investment solutions developed for institutional investors to local private banks and asset managers and their wealthy customers.
04/03/2024
The top three challenges for German financial companies in 2024
Banks must quickly reinvent wealth management to avoid remaining at today's low profitability levels
04/03/2024
From wealth management to life management: what today's rich people want
The fintech industry and its wealthtech investment offshoot are rapidly gaining momentum.
04/03/2024
HSBC Global Private Bank leverages global reach to grow ultra wealthy segment in Asia
The global private banking team operates in over 40 markets and 13 strategic booking centres
04/02/2024
"Private banking jobs are a nightmare compared to investment banking jobs"
Private banking is simply much harder to deal with.
04/02/2024
RMB Private Bank wins big at the Euromoney AwardsOnce again named as the best private bank for ultra-high-net-worth Individuals in SA.
The awards recognise the achievements of the world’s top private banking and wealth management institutions in client service, product innovation, and commitment to the industry.
04/02/2024
Clearstead adds $5bn Virginia wealth management firm
The acquisition of Wilbanks Smith and Thomas Asset Management is Clearstead's largest deal since selling a controlling interest to Flexpoint Ford in 2022.
04/02/2024
Jin Yee Young: «NRIs Want to Go Back to India»
After the government-brokered takeover of Credit Suisse, UBS inherited and decidedly retained its India business, making a re-entry into the onshore market.
04/02/2024
From trading to pure play: UBP’s Ivan Wong shares the beauty of a boutique bank
Wong joined the bank from HSBC Global Private Banking, where he spent over 20 years.
04/02/2024
Valartis pays dividend despite loss
The financial result showed a loss of 8.5 million francs
04/02/2024
EFG boss Pradelli is not targeting “old money” and is looking for new RMs
Former Julius Baer boss Boris Collardi has been on board since 2022.
04/02/2024
UBS Group AG announces launch of new share repurchase program of up to USD 2bn
UBS Group AG confirms expected repurchases for 2024 of up to USD 1bn. The 2022 share repurchase program concluded on 28 March 2024.
04/02/2024
Quintet 2023 net profit rises to €46.9 million
“Overall financial performance was robust over a 12-month period when we strengthened the foundation of our firm to support sustained growth