11/10/2023
‘If we had found a Swiss partner…’: Ex-GAM chair on what could have been
As part of an in-depth interview, David Jacob reflects on the importance of GAM's Swiss identity.
Wealth and Asset Management
11/10/2023
Women in Financial Advice Awards 2023: Winners' gallery
Photos from the awards ceremony held in London on 1 November
11/10/2023
Nedbank Private Wealth: South Africa’s Top Private Bank 2023
Being on track, means we are backed by Connected Wealth
11/10/2023
Lombard Odier’s advertising campaign wins again
Fabio Mancone, Chief Branding Officer and Partner of Lombard Odier Group, and his team collected the award at a gala ceremony in London on 9 November.
11/10/2023
Wealth management firms need to ‘recognise the size of the opportunity’ with women
Nneka Orji, Sarah King and Shalini Khemka discuss why the vast gender gap still persists in investment and wealth management – and what can be done to close it.
11/10/2023
Northern Trust Named Best Private Bank for Family Offices and Succession Planning
There were several initiatives from Northern Trust which the judges felt worthy of note
11/09/2023
Morgan Stanley’s Wealth Management Arm Draws Fed Scrutiny
Regulator has sought stronger anti-money laundering controls
11/09/2023
Robert Mace recognised in Citywealth’s Top 50 Crypto Professionals
The annual listing recognises expert advisers within the crypto and digital assets industry.
11/09/2023
IQ-EQ wins ‘European Private Markets Fund Administrator of the Year’ at the Funds Europe Awards 2023
These high-profile awards acknowledge individual and company contributions within the European funds community and credit those who have advanced the cross-border agenda within the funds industry.
11/09/2023
UBS Seeks to Shed $5B in Rich Clients’ Assets
UBS Seeks to Shed $5B in Rich Clients’ Assets
11/09/2023
Julius Baer Walks on Eggshells in Italy
The Milan-based subsidiary has about 5 billion euros in assets under management and is reputedly worth between 40 and 40 million euros.
11/09/2023
More bond managers should take FX risk: UBP selector
The first video from the Talking Trends panel at Citywire’s Gstaad event focuses on fixed income.
11/08/2023
Hightower Announces Strategic Investment in Orlando-based Resource Consulting Group
Hightower strengthens its presence in the Southeast region by adding $2.5 billion registered investment advisor in Orlando, FL
11/08/2023
EAM Wrise looks to double client adviser headcount to 50
The external asset manager is looking to recruit 25 more private bankers, with further offices expected to be open in the coming months.
11/08/2023
Private banking: maybe you do fit the profile!
A personalised relationship is then established as part of a comprehensive approach that combines three aspects: financial, tax and legal.
11/08/2023
ABN AMRO reports net profit of EUR 759 million for Q3 2023
Net profit in the third quarter was EUR 759 million and our return on equity (ROE) was 13.6%. At EUR 1,533 million, NII was 20% higher than last year.
11/08/2023
Iqbal Khans Surfs a Wave of New Money
It is an effort to keep momentum while attempting to make the bank's vision of being a future wealth management powerhouse a reality.
11/08/2023
Ex-GAM chair on Liontrust, NewGAMe and what he would’ve changed
In an in-depth interview, David Jacob talks about his six-year involvement with the Swiss asset manager, from post-Haywood problems to the aborted takeover by Liontrust and more.
11/08/2023
Six due-diligence must-haves: what to ask before partnering with a wealth management platform
It’s essential to know what to look for in a partner and what questions to ask to make informed choices that protect your clients and your business.
11/08/2023
UBP doubles down on RMs to capture Southeast Asia wealth boom
The strategy is to expand in the Southeast Asian markets, where he believes the current penetration is slightly below UBP’s target expectations.