05/10/2023
Brookfield Asset Management Announces Strong First Quarter Results
Distributable Earnings of $563 million in the First Quarter
Wealth and Asset Management
05/10/2023
Cazenove Capital continues regional expansion with new Bristol office
Cazenove Capital, one of the UK’s leading wealth management businesses and part of the Schroders group, announces the opening of a new office to service its growing client base in Bristol and the South West.
05/09/2023
Rothschild & Co advises on four winning deals, The Banker Deals of the Year
Four of our transactions were named Deals of the Year by The Banker Deals of the Year, which considered deals completed in the 12 months to March 2023.
05/09/2023
UBS Advisor Bill Schoff Named to Barron’s Top 1200 Financial Advisors List and Forbes Best-In-State Wealth Advisors List
Bill is also an active member of the Rochester community, working with several local and philanthropic organizations.
05/09/2023
Mercer Partner and Wealth Business Leader Talks Improving Support for Investment Managers
The rapid expansion of the mass affluent market segment in Asia means wealth managers and private banks are keen to ‘democratise’ their services and their investment offerings across a wider audience of clients.
05/09/2023
Investments & Wealth Institute Awards Recognize Best of the Best in the Investment and Wealth Management Industry
Awards Announced at Institute's Annual ACE Academy Conference
05/09/2023
Goalsetter & Envestnet bring wealth building tools for financial advisors
This partnership aims to provide financial advisors with the tools their clients need to help them reach their long-term goals for building generational wealth.
05/09/2023
A Credit Suisse Star With a Cult Following Jumps Ship
With Pozsar's work closely tied to the problems that led to the banking turmoil in the US this year, many market observers wondered why the interest rate strategist had barely spoken recently.
05/09/2023
Succession scoops up £170m Scottish IFA in M&A push
Edinburgh-based IFA Spence & Spence become the firm's second acquisition under Aviva's ownership.
05/09/2023
UBS revamps management team ahead of Credit Suisse merger
As the wealth manager sets out its post-deal operation model
05/09/2023
Hong Kong and mainland Chinese authorities plan GBA Wealth Management Connect scheme overhaul, allowing Chinese investors access to global equities
GBA authorities finalising details of expanded Wealth Management Connect scheme, allowing mainland investors to buy global equity products
05/09/2023
Chiman Kwan: «Crisis Forced Them to Recognize the Importance of Diversification»
As a result, many of them have been forced to review their risk management strategies and explore a broader range of investment options.
05/08/2023
UBS chief draws up Credit Suisse leadership shortlist
UBS in March agreed to take over its rival for 3 billion Swiss francs ($3.37 billion), assuming up to 5 billion in losses as part of a deal hastily arranged by Swiss authorities
05/08/2023
Where do UHNWs bank and why? The UK’s most exclusive private banks
The UK's top private banks offer a discreet and exclusive service to their super-rich clients, but a lot has changed in the past 350 years
05/08/2023
The World’s Top 10 Highest-Paid Wealth Management Executives, 2022
In 2022, the CEOs of the top 10 firms in wealth management were paid an average of $27 million.
05/08/2023
Can digitalisation democratise Swiss private banking?
Customers searching for banks to meet their everyday needs have seen an explosion of options in Switzerland, just as in almost every European country.
05/08/2023
The role of customer experience in wealth management strategy
New consumer groups offer a great deal of growth potential for wealth firms
05/08/2023
Bank Muscat wins Best Private Bank Award from EMEA Finance
The award sheds light on the professional standards achieved by the bank, in accordance with international standards and practices.
05/08/2023
Ultra-Rich Investors Ready To Put Cash To Work, Goldman Says
The survey was the second bi-annual “Eyes on the Horizon” report, designed to uncover trends among 166 Goldman Sachs family office clients around the world, where the threshold is $500 million in assets but 72% have at least $1 billion.
05/05/2023
Wells Fargo is pushing for quantity over quality in its private bank
Today, we've got stories on Goldman Sachs shaking up leadership in its investment bank, a new executive role in Bank of America's tech division, and what the most expensive home in the US looks like.