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Wealth and Asset Management

06/29/2023

1832 Asset Management announces proposed fund mergers, associated fee reductions and other changes for Scotia Aria Portfolios

The Continuing Funds will be renamed to ensure asset allocation options are described consistently across all Scotia Portfolio Solutions.

06/29/2023

Leading law firm for taxation, aviation and family wealth management at China Business Law Awards 2023

These wins are a testament to the firm’s broadening network and expanding range of services that have strengthened our reputation as a leading international law firm in Asia.

06/29/2023

Rothschild & Co appoints UK Wealth Management Head of Marketing & Business Development

Matthew is a senior Marketing & Business Development professional with over 20 years' experience working in London, New York and Hong Kong

06/29/2023

GAM Announces the Sale of its Third-Party Fund Management Services Businesses to Carne Group

The Transactions are expected to close during the fourth quarter 2023

06/29/2023

Cantonal banks sell significant stakes in GLKB

The group has sold around 1.5 million shares, significantly increasing the free float.

06/29/2023

BNP Paribas Wealth Management publishes an exclusive report with the SDA

Bocconi School of Management, to deep dive into new issues and trends of family business governance in Europe

06/29/2023

Protect your wealth from inheritance tax

Inheritance tax is a topic that continues to grab headlines.

06/29/2023

Evelyn Partners’ launches new digital hybrid platform as part of its landmark employee financial wellbeing service, Moneyhealth

The service enables employers to offer a comprehensive approach towards effective money management for staff at all income levels – whether a trainee or senior executive.

06/29/2023

IQ-EQ shortlisted for ‘Trust Company of the Year’ in 2023 STEP Private Client Awards

The STEP Private Client Awards are recognised as the hallmark of quality within the private wealth industry, celebrating excellence among private client practitioners in sectors ranging from law to finance.

06/29/2023

Daniele Brupbacher Goes From Sell-Side to Ermotti's Side

The letter states the long-standing banking analyst will take charge of strategy teams at the Group and division levels, reporting directly to Ermotti.

06/29/2023

Objectway achieved its tenth consecutive awards recognition as “Best Wealth Management Solution” by Goodacre

The unceased leadership is a concrete result of the longtime and continued appreciation from clients and market experts.

06/28/2023

Ardshinbank Private Banking Receives Recognition as Best in Armenia by Global Banking & Finance Review

This prestigious accolade serves as a testament to the bank's leading position within the industry, exceptional customer service, and personalized offerings.

06/28/2023

'Augmented banker' key to PBs’ digitalisation push

Private banking heads don’t expect AI to replace humans when it comes to client relationships but believe it will help create more personalised services.

06/28/2023

IG bonds dominate Asia's discretionary portfolio mandates

Bonds are back, as clients seek protection after a rocky year, Asia DPM heads of Deutsche Bank IPB, JP Morgan PB and Pictet WM tell Citywire Asia.

06/28/2023

Innovative Ways of Attracting and Serving Clients Draw Accolades for Merrill Wealth Management and Bank of America Private Bank

Wealth Management Businesses Receive Multiple Industry Awards for Digital Innovation and Leadership.

06/28/2023

Switzerland clings on as world’s top offshore wealth centre

A year ago BCG forecast that Hong Kong would overtake Switzerland as the world’s leading offshore wealth centre by the end of 2023.

06/28/2023

UBS plans to gut Credit Suisse by laying off 35,000 workers after buying the struggling bank in a fire sale

Three months after UBS agreed to buy Credit Suisse in a government-brokered rescue, the full extent of the job cuts is starting to become clear.

06/28/2023

Klaus Biermann: «Those waiting to see at Credit Suisse are living on hope»

UBS mustn't lose any time in the integration and realignment process. Every day costs money, and the risk of additional assets flowing out is growing.

06/28/2023

Sustainable thematics surge despite Swiss ESG investments struggling

Impact investing approaches also reported strong growth in 2022.

06/28/2023

Hong Kong Nipping at Swiss Wealth Management's Heels

The downturn was in strong contrast to the year before in which assets grew more than 10 percent, in one of the best markets in more than a decade.

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