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Wealth and Asset Management

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

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.

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