01/23/2023
Harbourfront sets five-year business value target
After year of milestones, independent wealth firm is poised for continued growth
Wealth and Asset Management
01/23/2023
Intesa Sanpaolo Wealth Management is officially created
This merger gives birth to Intesa Sanpaolo Wealth Management, with effect from January 1 , 2023.
01/23/2023
Five ways to build your network via the Coutts 440 app
How to get the most out of our exclusive app for clients.
01/23/2023
Union Bancaire Privée: Annual results 2022
Net new money was positive, at CHF 0.9 billion, driven in particular by the integration of Danske Bank International and inflows from private clients, which offset the fund outflows mainly from institutional investors.
01/23/2023
Goldman Sachs to cut asset management investments that weighed on earnings
Goldman had a dismal fourth quarter, missing Wall Street profit targets by a wide margin.
01/23/2023
Lighthouse Canton wins Best Independent Wealth Manager – Asia Pacific
The Asian Private Banker Awards for Distinction identifies and honors the benchmark for excellence in private wealth management in the Asia Pacific region.
01/23/2023
Mercer Advisors Refreshes Brand with a Modern Approach to Wealth Management
New brand update communicates a differentiated offering, the value of fiduciary advice, and the continued evolution of Mercer Advisors as a National RIA firm
01/23/2023
GAM and Liontrust among four top ten dropouts in FE Crown Ratings rebalance
Alongside Carmignac and Janus Henderson
01/23/2023
Titan Wealth and LEBC announces strategic partnership
Titan Asset Management has significant experience managing funds and MPS, so this partnership will enhance LEBC’s offering to clients and further elevate Titan Asset Management’s position in the market.
01/20/2023
Boris Collardi Has a New Mission at EFG
The former Pictet partner and Julius Baer CEO is well connected with the very growth-oriented financial institutions he wants to work with to expand the business.
01/20/2023
J.P. Morgan Approved for Full Ownership of China JV
Following the acquisition, CIFM will be operating under the JPMAM brand in China and all of its employees will eventually relocate to join the American firm in its Shanghai office.
01/20/2023
UK financial planning company buys wealth manager
Acquirer now has around £3bn in FuM
01/20/2023
FNZ to acquire YieldX, accelerating the personalization of wealth management solutions across the U.S. market
The acquisition will further meet FNZ’s mission to deliver personalized investment solutions to more people across the wealth management industry.
01/20/2023
PKB Privatbank changes name
PKB Privatbank is now PKB Private Bank.
01/20/2023
Ocorian employee named in Top 50 Most Influential list by eprivateclient
Those that have made it onto the list are the leaders when it comes to providing the best possible advice and service for clients.
01/20/2023
Affinity Private Wealth launches Irish-domiciled sustainable growth UCITS fund
The global economy is undergoing a major transformation to secure a more sustainable and prosperous future for all, and the team at Affinity are increasingly mindful of the role they can play in supporting this.
01/20/2023
‘We won’t try and steal the whole client’: How Stonehage Fleming works with other advisors
External specialists, such as lawyers or bankers, may also want to ask Stonehage Fleming for advice, says CEO Chris Merry.
01/20/2023
JPMorgan rules out more special pay awards for CEO Jamie Dimon
Longest-serving boss of Wall Street bank earned $34.5mn for 2022
01/19/2023
Why advisers fear intergenerational wealth transfers
Most advisers in the UK now fear they will lose business when wealth is transferred between generations.
01/19/2023
UBS ‘Bucking the Trend’ in Wealth, Asset Mgmt Hiring, CEO Says
Ralph Hamers told Bloomberg that the company is “not in retrenchment mode.”