08/17/2021
Partners Group Expects Near Doubling in H1 Profit
Partners Group, which is based in the Central Swiss Canton of Zug, put the rise in profits down to higher management and performance fees.
Wealth and Asset Management
08/17/2021
UBS launches WM joint venture in Japan
UBS has partnered with Sumitomo Mitsui Trust to offer global securities and wealth management capabilities to Japanese HNWIs.
08/17/2021
Firm with £14.6 billion of assets opens new Gloucestershire branch
Wealth management firm Raymond James has announced the launch of a new branch in Cheltenham.
08/17/2021
Lombard Odier: Sustainable Services for Cantonal Bank
The market entry is planned for the coming year 2022.
08/17/2021
Noah Holdings: Unaudited Financial Results
Net revenues for the second quarter of 2021 were RMB899.4 million (US$139.3 million), a 20.3% increase from the corresponding period in 2020, primarily driven by increased one-time commissions as well as recurring service fees, partially offset by decreas
08/17/2021
Huntington Private Bank Expands Into Twin Cities Market
The wealth-management expansion is part of Huntington's strategy to grow its customer base in several segments
08/16/2021
Independent Trio Merge to Form Multi-Billion Dollar Wealth Advisor
The newly merged entity oversees and manages $4.3 billion in assets with operations in Hong Kong, New York, New Jersey and Texas.
08/16/2021
Clifton Asset Management acquires Leonard Gold Financial Management
Clifton also has two firms at heads of terms stage going through the due diligence process and a number of others close to that stage as well.
08/16/2021
Ocorian enhances presence in Guernsey with acquisition
This acquisition enhances our ability to provide a comprehensive service offering to private clients and international corporates in Guernsey alongside our existing strength in fund administration.
08/16/2021
Engagement, enablement and encouragement
Matthew Fleming on helping families prepare their next generation
08/16/2021
HSBC To Acquire AXA Singapore
A key milestone supporting HSBC’s ambition to be Asia’s leading insurance and wealth provider
08/16/2021
UK digital wealth firm shuts services for US citizens
This includes people who were born in the United States but have never lived there or people with parents who are US citizens.
08/13/2021
Credit Suisse Taps Risk Veterans of UBS, Lloyds
Both proposed new board members are risk veteran
08/13/2021
The best Hommes d’Affaires for high-net-worth individuals
Welcome to the Spear’s ranking of the best Hommes d’Affaires for high-net-worth-individuals in the UK. The list features our Top Recommended advisers
08/13/2021
Apex Group awarded “Best Evolutionized Financial Services Brand
Apex Group was awarded this honour for its exceptional commitment to Innovation, Quality, Branding Activities, Customer Service & Performance and providing a Robust Financial System globally.”
08/13/2021
Meet the emerging affluent – Your Gen Y, largely wealthy digital native client
Article from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021). Written by Andrew Braun, General Manager, Marketing at Netwealth
08/13/2021
Pictet merges away mixed assets fund
The fund was co-managed by its head of Swiss multi-asset.
08/13/2021
How Brexit will affect cross-border wealth management advice
Taking advantage of technological innovation will be key for the facilitation of cross-border wealth management advice."
08/12/2021
AMP announces 1H 21 results
Australian wealth management increased its assets under management (AUM) in 1H 21, though earnings were impacted by pricing and legislative changes.
08/12/2021
Morgan Stanley Wealth Management to Buy Consultant Hyas Group
Hyas Group provide services to 80 California plans with nearly US$ 15 billion of the firm’s US$ 28 billion in total client assets under advisement that was calculated in 2018.