11/20/2023
Santander Private Bank Introduces Bitcoin, Ethereum Trading for Clients in Switzerland
Santander Private Banking International is offering buy, sell and hold services with bitcoin and ether to clients with accounts in Switzerland.
Wealth and Asset Management
11/20/2023
Julius Baer No Longer Such a Clear Pure Play
The bank considers itself a pure-play private bank with a focus on wealth management, which is generally light on the balance sheet side.
11/20/2023
HSBC on track to meet China wealth hiring target despite economic headwinds
Most foreign banks still rely on in-branch wealth planners to serve clients in China.
11/20/2023
IAM Crossinvest absorbs Zurich family office
The Crossinvest group has over CHF 3bn in assets under management.
11/20/2023
Malaysia's Maybank launches Islamic wealth management hub in Singapore
Maybank said the launch will make it the first lender in Singapore to offer "end-to-end Islamic wealth solutions"
11/17/2023
Suntera Global Recognised in Top Trust Companies List
Inclusion reflects the firm’s ongoing strategy to enhance and expand its global proposition for individuals and families
11/17/2023
Investec holds its own
Investec looks set to meet its full-year targets, despite the choppy economic backdrop
11/17/2023
Coutts wins ‘best bank for diversity and inclusion’ award just months after Nigel Farage debanking row
The awards came just months after Coutts apologised for debanking GB News presenter Nigel Farage.
11/17/2023
The Art Of Winning Ultra-High-Net-Worth Clients
As a result, they remain stuck in a place that may be comfortable but that probably isn’t generating the success they know they could achieve.
11/17/2023
Bordier signs on as Sygnum Singapore’s first B2B partner bank at the Singapore Fintech Festival
Partnership will allow Bordier to leverage Sygnum’s institutional-grade custody, risk management and off-balance sheet digital assets
11/17/2023
Edmond de Rothschild and BIDV form a strategic Alliance to create the leading private bank in Vietnam
This partnership will offer unrivaled opportunities for BIDV’s Private Banking clients to experience the most high-end services and connect with global elites through Edmond de Rothschild’s unique ecosystem in Europe.
11/17/2023
Julius Baer to sell Kairos to Anima
Julius Baer Group and Kairos’ co-shareholders have agreed to sell 100% of Kairos to Anima Holding. Closing of the transaction is expected in spring 2024.
11/17/2023
Results of the ONE swiss bank SA Extraordinary General Meeting held on 16 November 2023
In addition to this delisting, the EGM approved the distribution of an extraordinary dividend of CHF 0.23 per share, paid out of the Company’s reserves.
11/17/2023
Edelman Financial Engines Acquires PRW Wealth Management
This marks the fifth acquisition by EFE over the past thirteen months and continues the expansion of the firm’s wealth planning capabilities across key regions nationwide.
11/17/2023
Meet the 2023 Women in Wealth Management Award Winners
The winners were celebrated today at the Excell Represent conference during the Women in Wealth Awards ceremony.
11/17/2023
Two Julius Baer Guernsey wealth managers in Citywire’s Top 100
Citywire, a financial media company offering news and analysis for financial professionals, compiles an annual list of the UK’s leading fund selectors, which is now in its 12th year.
11/17/2023
Wealth firms could see jump in fines in wake of consumer duty
After largely avoiding heavy penalties over the last few years, Oxford Risk has warned the wealth sector could see a sharp rise in fines following the introduction of consumer duty.
11/17/2023
Silchester sells down long-held stake in GAM
The UK boutique has reduced its allocation to the Swiss asset manager in the wake of NewGAMe’s deal.
11/17/2023
ADIB recognized as the Best Islamic Private Bank globally
Latest accolade is part of Private Banking Awards 2023 by Professional Wealth Management Magazine, a Financial Times publication
11/17/2023
Citi’s new wealth head sees unique prospects for growth
Andy Sieg is back again from Merrill Lynch, and has big plans for Citi’s new global wealth franchise.