10/11/2023
EdRAM snubbed overpriced Swiss asset manager acquisitions
‘I’m a great believer that the strength of an asset manager is heavily dependent on the strength of its management team,’ he explained.
Wealth and Asset Management
10/11/2023
Upvest partners with BlackRock to make investing more accessible for millions of Europeans and closes a €30m fundraising round
BlackRock’s broad asset management expertise and leadership in ETFs combined with Upvest’s efficient investment API can power investment offerings for millions of investors.
10/11/2023
UBP to boost Asia wealth management headcount by 50% in 2023
UBP wants to continue to grow clients in both North and Southeast Asia regions
10/10/2023
Odey Wealth Management to be shut down
UK and Guernsey-based
10/10/2023
Waystone Group marks major milestone with the completion of the Link Fund Solutions acquisition
All of the existing LFS UK investment managers and sponsors have transferred to the Waystone Group, demonstrating clients’ confidence in the combined business post-merger.
10/10/2023
$4bn Swiss shop Brainvest merges with Brazilian multi-family office
The Swiss-based Brainvest has locked in a deal with multi-family office Enso as part of its plans to expand into Brazil.
10/10/2023
How Barclays’ big play re-energized its Africa private wealth business
Credit Suisse had just unveiled a strategic refresh that involved divesting its hedge fund business and shifting more resources to wealth management.
10/10/2023
Temenos Leads Evolution in Correspondent Banking as Banks Seek to Modernize Cross-Border Payments in the Cloud
Temenos solution supports the rapid addition of new payment rails and payment types, helping banks to stay ahead of market changes and grow profitable cross-border payment services
10/10/2023
Quintet Private Bank and Moonfare partner to expand private-market access
For Moonfare, the agreement further expands its distribution capacity in the high-net-worth market via a trusted partner operating across Europe.
10/10/2023
Basler Kantonalbank becomes new issuer on BX Swiss in the trading segment deriBX
Basler Kantonalbank is regarded as an outstanding partner in the structured products market.
10/10/2023
UBS: Things are crumbling within our own ranks
There are several reasons for this.
10/10/2023
Germany's Richest Financial Professionals Aren't Bankers
In Germany, the nation of corporations, vast fortunes continue to be made with hardware, with the less tangible business of money a long way behind.
10/10/2023
IQ-EQ shortlisted for ‘Best Company to Work For’ in the Belfast Chamber Business Awards 2023
Spanning 21 categories, the awards recognise everything from international businesses to city eateries.
10/10/2023
Hong Kong wealth market sees 80% drop in fund flows
The report revealed that 2022 witnessed $15 billion in fund flows, compared to $82 billion and $83.84 billion in 2021 and 2020, respectively.
10/10/2023
Societe Generale PB and Kleinwort Hambros launch art advisory service
Societe Generale Private Banking and SG Kleinwort Hambros have announced the launch of an art advisory service.
10/09/2023
Hong Kong's Private Wealth Managers Brace for Slower Growth Amidst Global Challenges
The report highlights that challenging external factors, notably the macroeconomic environment and market volatility, continue to be the primary concerns for the industry.
10/09/2023
Rockefeller Global Family Office Adds Two Private Advisor Teams in Los Angeles and DC Metro Markets
The team will report to Kristen Sario, Southeast Divisional Director.
10/09/2023
The Tectonic Shift Underway in Swiss Wealth Management
At the end of last year, Credit Suisse had around 1.3 trillion Swiss francs of assets under management.
10/09/2023
Customer money – how the Swiss banks took advantage of their great opportunity
As a rule, asset managers spend a lot of time and money to acquire new customers who have often remained loyal to the institutions for generations.
10/09/2023
Citigroup to sell China consumer wealth business to HSBC
The consumer banking business mainly served rich clients with deposit, fund and structured product offerings.