10/31/2022
HSBC U.S. Private Banking Enhances Wealth Management Solutions with Addepar
Professional wealth management software enhances portfolio performance reporting for domestic and international clients of U.S. Private Banking.
Wealth and Asset Management
10/31/2022
Mattioli backers stage significant revolt over 'flexible' bonus plan
Almost one in five Mattioli Woods shareholders voted down the company’s 2023 executive remuneration package.
10/31/2022
The evolution of private markets in wealth management
With private markets now high on the agenda for the vast majority of wealth management firms, we took a look at some of the major developments that have occurred since we last conducted this research in the autumn of 2019.
10/28/2022
Envestnet and FNZ team up
The integration of Envestnet’s and FNZ’s platform will allow for real-time account opening and funding along with digitally automated servicing and maintenance capabilities for the full lifecycle of the client account.
10/28/2022
UBS launches new Sustainability and Impact Forum to foster cross-industry debate on most critical issues
Sustainability and Impact Forum to foster cross-industry debate on most critical issues
10/28/2022
Women in Wealth Management Award Finalists Announced
Winners will be announced live at the Excell REPRESENT Women in Wealth Awards ceremony in Nashville on November 9.
10/28/2022
RBC Wealth Management working to make financial services more inclusive, joins Financial Alliance for Racial Equity
RBC Wealth Management fully supports the FARE mission to unite financial services firms
10/28/2022
Going beyond virtue signaling to boost diversity in wealth management
Those who have entered the profession can face outright discriminatory practices or other conduct that prompts them to leave large firms or exit from the industry entirely.
10/28/2022
Quarterly statement LUKB as of September 30, 2022
The economic uncertainties and in particular the turnaround in interest rates this year have presented us with numerous challenges.
10/28/2022
Coutts profits boosted 32% on deposit return hike
A £600m boost to deposits, paired with interest rate rises, helped to offset negative market movements for the private bank in the third quarter.
10/28/2022
Credit Suisse to Lay Off 9,000 Employees and Raise $4 Billion
Swiss banking incumbent Credit Suisse announces drastic staff cuts and a $4 billion fundraise.
10/28/2022
Swiss Re reports a net loss of USD 285 million for first nine months of 2022
Very strong capital position with a Group Swiss Solvency Test (SST) ratio of 274% as of 1 July 2022
10/28/2022
Evelyn and Quilter add ‘attractive’ bond exposure to MPSs
The firm’s defensive, defensive income and balanced income portfolios have added to UK and overseas debt.
10/27/2022
Should European private equity investors be worried?
Schroders Capital has looked at each instance of significant financial crisis since 2008. Data suggests investors in European private equity can keep calm.
10/27/2022
Credit Suisse enters into a framework agreement to transfer a significant portion of its Securitized Products Group and other related financing businesses to Apollo and PIMCO
Credit Suisse’s Securitized Products Group is a full-service, vertically integrated credit solutions provider to a range of incumbent and emerging lenders across residential and commercial real estate, consumer and other asset classes.
10/27/2022
The Board of Directors of Credit Suisse Group AG proposes two share capital increases to further strengthen the Group’s capital base and support its new strategic direction
Through the proposed share capital increases, Credit Suisse Group AG intends to raise CHF 4.0 billion to further strengthen the Group’s capital base and support its strategic transformation.
10/27/2022
Credit Suisse Group announces third quarter 2022 financial results
We believe these actions will lead Credit Suisse to a more stable performance
10/27/2022
Credit Suisse: APAC is the Lone Region With Positive Flows in 2022
Credit Suisse Posts Fourth Consecutive Quarterly Loss
10/27/2022
Adding the personal touch to wealth management
Clients and advisers are now easily accessible over video calls, and regular contacts can be more frequent
10/27/2022
Wealth management firm sees revenues, profits and assets grow
Revenues of £8.3m were an improvement on the £6.2m figure for the previous year.