09/25/2023
The Future of Wealth Management in Asia: Greener, More Mobile, and Engaging
Asian investors, in particular, are becoming more sophisticated in their financial goals, seeking local expertise, global access, and tailored wealth solutions.
Wealth and Asset Management
09/25/2023
Private Banks Shift Leadership Focus Southwards
Leadership focus in the private banking industry continues to further shift towards South and Southeast Asia, evidenced by newly formed structures at several major players.
09/25/2023
Wells Fargo Preps for Wealth Battle After $1 Billion Turnaround
Wells Fargo seeking to add hundreds of independent advisers
09/25/2023
Swatch CEO Regrets Credit Suisse Downfall
By deciding to abandon the Credit Suisse brand, UBS has now opened the doors to players from abroad
09/25/2023
Small Swiss Banks are Generally the Most Successful
That suggests smaller financial institutions are better or more consistent with their respective strategies, positively impacting efficiency and profitability.
09/25/2023
Julius Baer enters into a partnership agreement with SWISS to promote sustainable air travel
The purchase of sustainable aviation fuel (SAF) from SWISS and the Lufthansa Group is intended to support the development and establishment of this alternative energy source.
09/25/2023
Silchester-backed London fund boutique to shut as profits dwindle
Sanderson AM told staff in July it was closing, about a year after its founder retired and following a prolonged decline in its profitability.
09/25/2023
Credit Suisse crash: ‘Switzerland is not as market oriented as you may think’
Credit Suisse was Switzerland’s oldest big bank still in existence.
09/25/2023
Close Brothers hopes for better times ahead as it updates investors on a difficult 2023
At its half year results in March, the firm set aside £100m to cover bad loans from Novitas, dragging its adjusted operating profits down 90 per cent to £12.6m.
09/25/2023
Ludlow Trust upgrades philanthropy, unveils innovative charity gateway paired with unique donor matching system
At the heart of Ludlow Trust's latest initiative is proprietary matching software, purpose-built to identify ideal charitable partnerships
09/25/2023
Wealth Managers in MENA Region Advised to Prioritize Women Clients' Needs
To better serve the financial needs of women in the MENA region, the report suggests that wealth managers must develop a profound understanding of evolving business and family dynamics.
09/25/2023
Most Trusted In Investing: Fidelity Scores A Hat Trick
One that guards other people's money as if it were their own.
09/25/2023
Industry duo launch Strategic Wealth Partners to target high-net-worth clients
The firm, which is based in the centre of Kingston upon Thames, Surrey, said it is set apart from other firms due to its “suite of proprietary solutions, deeply integrated into the Strategic Wealth Portal”.
09/22/2023
Wealth managers urged to meet women clients priorities in MENA region
With women increasingly influencing family office in the region
09/22/2023
J.P. Morgan Private Bank Welcomes $2BN Advisor Team to its Seattle Business
The addition of Goh, Harding and Valcarcel to the Private Bank's Seattle market underscores the extensive growth the business has achieved over the past five years, having doubled its business in terms of assets managed.
09/22/2023
Annual Broadridge Distribution Achievement Awards Honour the Global Giants and Rising Stars Leading the Asset Management Industry
This year’s winners reflect the diverse range of talent and enterprise displayed by the leading asset management teams working across the industry.
09/22/2023
JTC Shortlisted in Client Service, Real Asset and Venture categories at Private Equity Wire Awards
The Private Equity Wire European Emerging Manager Awards reward excellence among private equity emerging fund managers and service providers
09/22/2023
Singaporean wealth manager mandates Aussie boutique
AWF chief investment officer Jesse Aarnio said SSCF provides an attractive return profile for the sovereign wealth fund's Australian equities basket and client base.
09/22/2023
PSG Wealth crowned top wealth manager for 5th year
Intellidex’s rigorous analysis and 11,778 client reviews solidify PSG’s dominant presence in SA’s wealth management sector
09/22/2023
Wealth managers spend little time on client ESG preferences
Oxford Risk finds assessments also not providing detailed enough information to act on