06/07/2023
Zwei Wealth: Private Banking Became an Outdated Model
The desire among clients to compare products is growing, but navigating the investments is nearly impossible.
Wealth and Asset Management
06/07/2023
FusionIQ Recognized as Finalist in Two Categories of the Wealth Management 2023 'Wealthies' Industry Awards
FusionIQ's finTAMP delivers the first true digital TAMP, integrating their all-in-one, multi-custodian advisor platform with end-to-end digital investment management technology.
06/07/2023
C. Hoare & Co. adopts Integral’s SaaS FX technology solution
The FX technology solution from Integral delivers advanced liquidity aggregation, a fully customisable pricing engine, and simple API integration.
06/07/2023
UBS Gets Breathing Room for Higher Capital Requirements
Globally systemically important banks have more stringent capital requirements than their smaller counterparts, and the additional time gives UBS more leeway to manage the complicated transaction.
06/07/2023
Citi CEO commits to China expansion, Beijing says
Fraser is the first foreign executive to meet Li since he assumed the role in May of overseeing China's multi-trillion dollar financial industry, excluding the securities sector.
06/06/2023
Former Julius Baer EM heavyweight launches boutique
Former Citywire AAA-rated Cesar Fernandez has become a founding partner of Alpha Credit Advisors, where he will be chief investment officer.
06/06/2023
These private banks belong to the digital avant-garde
The Swiss private banks made progress on the subject of digitization last year.
06/06/2023
Mercer Advisors acquires RMR Wealth Advisors
With about $350m in assets under management, the owners serve over 150 clients alongside a team of advisers and support specialists.
06/06/2023
J.P. Morgan Wealth Plan Recognized as Best Digital Initiative and Best Use of Technology
Banking Tech USA Awards Honored Wealth Plan for Expanding Access to Wealth Management
06/06/2023
Sterling wealth portfolios suffer on inflation surprise
Wealth portfolios across all risk categories suffered losses in May as equity and fixed income markets delivered disappointing returns.
06/06/2023
Coutts Monthly update: Rise of the machines
A wave of interest in artificial intelligence has helped send technology stocks soaring. But the reliance on a small number of stocks to carry markets could be unsustainable.
06/06/2023
Lync Wealth Management snaps up two more firms
Adviser Services Holdings expands national advice arm
06/06/2023
Canaccord's board rejects management-led group's $840 mln buyout offer
The development all but ends management's months-long campaign to acquire the company.
06/06/2023
SG Kleinwort Hambros forms private banker team for entrepreneurs offering
The new offering will focus on established business owners and those considering exit, offering traditional services and lifestyle investments.
06/06/2023
Swiss Central Bank Expands Activities in Singapore
In Singapore, the central bank employs 11 people in total and it is currently the SNB's only foreign branch.
06/06/2023
Titan Wealth Holdings collaborates with IA to launch intern programme
Partnership with Investment 20/20
06/05/2023
Hawksmoor signs up for BITA Risk’s Enhanced portfolio monitoring service
The software will further empower our advisors with intuitive, relevant portfolio analytics, which facilitate freedom within an established investment framework.
06/05/2023
UBS expects to complete Credit Suisse acquisition as early as 12 June 2023
Credit Suisse shareholders to receive one UBS share for every 22.48 outstanding shares held.UBS Group AG to assume all Credit Suisse Group AG assets and liabilities.
06/05/2023
Private Banks: Outsourcing Consolidation
With only 1.2 billion dollars assets under management, it is small in size, yet the deal proves the buyer's growth ambitions in Asia.
06/05/2023
RCBC named Best Bank for next-gen and millennials wealth management in PH
The Asiamoney Private Banking Awards recognize institutions that are critical to the region’s wealthy individuals and families, helping them navigate the worst of the volatility of the past year.