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
Wealth and Asset Management
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
09/22/2023
Lombard Odier Pushes Boundaries from Zurich
It's impressive to see the appeal that the Zurich branch of a mid-sized private bank from Geneva is developing in Zurich’s banking scene.
09/22/2023
UBS Axes Most Credit Suisse Researchers in Hong Kong
As a result, Credit Suisse has scrapped Asia Pacific equity strategy coverage
09/22/2023
Pictet Lays First Brick for New Geneva Campus
Campus Pictet de Rochemont is estimated to take around two years to build after which 2,500 employees will move into the building
09/22/2023
DZ Privatbank Schweiz is moving to the posh Seefeld
The private bank was able to increase its operating profit (Ebitda) by more than three quarters compared to the previous year to a good 7 million francs.
09/21/2023
Helping private clients navigate market volatility and the road to net zero - an interview with Frédéric Rochat, our Managing Partner
These factors have combined to drive down inflation, which in turn has led to greater economic growth and big gains in value for many financial investments.
09/21/2023
UBS advisor managing $435M moves to RBC Wealth Management
Marin County, California-based Brian Wells has 25 years of experience.
09/21/2023
Investec W&I suffers two more exits to Close’s London office
Mark Henley and Simon Tabb join Close Brothers Asset Management’s London City office as senior investment directors.
09/21/2023
Who Cuts a Good Figure in Asset Manager Ratings
Scores range from insufficient to very good.
09/21/2023
Rathbones and Investec W&I complete merger to create £100bn wealth manager
‘Enlarged Rathbones group’
09/20/2023
Santander aligns retail & commercial and consumer operating model to its strategy
This will allow the bank to improve its customer service and simplify its business further, while helping achieve the strategic goals outlined at its Investor Day in February, which remain unchanged.
09/20/2023
Ludlow acquires Blackpool wealth management firm
Opus provides financial planning and wealth management services to more than 100 private client families with around £53m of assets under advice.
09/20/2023
Williams Jones Wealth Management Named to Barron's 2023 Top 100 RIA Firms List
NYC-based firm lands in the 46th spot in prestigious national ranking
09/20/2023
Wealth Access Wins Best Client Portal in the WealthManagement.com 2023 Industry Awards
This award underscores Wealth Access's commitment to providing exceptional digital experiences for financial institutions and their clients.
09/20/2023
Bank of Singapore reshuffles top management
The Singaporean private bank has decided to split its top management to cover four different regions, following the retirement of Olivier Dennis.
09/20/2023
Brokers Woo Japan’s Rich Worth $2 Trillion With Private Debt
The Tokyo-based brokerage is expanding its suite of products such as private credit, which are non-bank loans to borrowers including risky companies.
09/20/2023
Pimco: Yield Chase Fuels Asset Growth in Asia
Asian clients more broadly have been looking for more stable investments given a lot of volatility we’ve seen in markets over the last 18 months.
09/20/2023
Zuger Kantonalbank is expanding its private banking
As part of its Strategy 2025, Zuger Kantonalbank has set itself the goal of continuing to grow in business with wealthy customers
09/20/2023
Parmenion attracts takeover bids as AssetCo claims its worth £300m
AssetCo said its Parmenion stake is worth £75m-£90m and the platform has been the subject of several takeover bids.