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Wealth and Asset Management

08/21/2023

ZKB – Hüst und Hott at branches?

This is no small matter - and contrasts with the cuts in the branch network of the Zürcher Kantonalbank in recent years.

08/21/2023

BBVA boosts its Private Banking high net worth unit in Spain with 28 new bankers

The unit has teams specializing in wealth planning, market analysis and strategy, and investment solutions.

08/21/2023

Goldman Sachs Weighs Sale for Part of Its Wealth Business

The purchase aimed to broaden Goldman's client list beyond the ultra-rich, but the unit has remained a small part of the bank's wealth business.

08/21/2023

LPL Financial Welcomes Watermark Wealth Management

The team has grown over the years to now include 16 advisors and 12 support staff members, all with a passion for helping others improve and maintain their financial achievements.

08/21/2023

Wealth and asset firms expect US recession, weakened industry growth

Dual-industry surveys reveal some big challenges ahead.

08/21/2023

Tatton IM rolls out money market portfolios in MPS

Following feedback from financial advisers

08/18/2023

Hang Seng Bank Expands Its Cross-Border Wealth Management Presence

These new additions join the bank's existing hubs in Sheung Shui, Central, Kowloon Tong in Hong Kong, and Guangzhou in mainland China.

08/18/2023

UBS Seeks to Hire Several Private Bankers to Serve India’s Rich

Firm returns to India private banking with Credit Suisse deal

08/18/2023

UBS Welcomes Clients to New Philadelphia Office

David Lojpersberger joins as Market Director, bringing decades of experience and extensive knowledge of the local market

08/18/2023

NewGAMe investor group offers bridge financing to GAM and increases investment with an equity swap

The total amount would match the Liontrust loans of approximately CHF 20m and lending terms for the NewGAMe funding would reflect a transaction entered into at arm's length.

08/18/2023

Sallie Krawcheck says women feel more shame about money than sex and death

The Ellevest CEO is over criticisms about how women make and spend their money.

08/18/2023

BNP Paribas Asset Management enjoys substantial asset growth in its ETF business and expands its UCITS offering

Sereyjol-Garros has a background in quantitative strategies and structured products.

08/18/2023

additiv: Pioneering the Next Frontier in Wealth Management

By utilising additiv’s platform, financial or non-financial brands can access wealth, insurance and credit solution creating unique value propositions.

08/18/2023

The Big Interview: Impax CEO on avoiding 'lazy' ESG acronym and doubling assets by 2030

Push into social markets and bonds

08/18/2023

HNW individuals to benefit from Quilter's latest partnership

Quilter will provide education, materials, and webinars as part of deal

08/18/2023

GAM shareholders offer new loan facility to replace Liontrust offer

Increased holding in GAM

08/17/2023

Quilter launches client communications toolkit for advisers

Quilter itself is in the process of adopting the CLEAR principles for all the client-facing materials it produces

08/17/2023

Beware of wealth managers quoting data

Ninety-four per cent of providers claim to deliver ‘top’ performance

08/17/2023

Restructuring at UBS Headquarters has Begun

The reorganization now underway in Switzerland

08/17/2023

Aargauische Kantonalbank Half-year result 2023

With a business success of CHF 156.3 million and a half-year profit of CHF 133.0 million, it achieved new records.

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