10/17/2022
Investec hires more financial advisers for young clients
Niche bank targets about 60,000 professionals in its client base who are still accumulating wealth
Wealth and Asset Management
10/17/2022
BNY Mellon Reports Third Quarter 2022 Results
The company's earnings release along with the quarterly financial highlights and other earnings-related documents
10/14/2022
Wealth Enhancement Group Selects CAIS to Expand its Alternative Investment Capabilities
Jeff Dekko, CEO of Wealth Enhancement Group, to Speak on RIA M&A Panel at the CAIS Alternative Investment Summit taking place October 17-19 in Los Angeles, California
10/14/2022
SVB Financial Parts Ways with Private Wealth Head DeChellis
The reason was not immediately clear, but the source said it may have followed questions about his trades in corporate stock.
10/14/2022
Brown Brothers Harriman’s Center for Women & Wealth Launches The Owners’ Council
The Council creates a forum for a select group of 100 business owners and c-suite executives to exchange ideas and support each other's success
10/14/2022
Ultima Capital : publishes half-year 2022 results
Ultima Capital SA publishes half-year 2022 results highlighting its growth and profitable business model
10/14/2022
Head of Credit Suisse Ticino: "Not just a bank on paper"
One explanation for this could be the type of customers the bank has there. Many of them are family businesses in traditional industries such as agriculture, tourism and granite quarrying, which value the bank's 110-year presence in the canton.
10/14/2022
Titanbay And Mercer Increase Non-public Markets Collaboration
Wealth managers and personal banks utilizing the Titanbay platform could have entry to Mercer’s fund scores and funding due diligence summaries on funds supplied on the platform, the agency mentioned.
10/14/2022
ONE swiss bank - SUSTAINABILITY REPORT 2022
This report constitutes a first step for ONE towards its goal of becoming a more sustainable company.
10/14/2022
Group annual results published by investment managers
For the overall Group, the results show revenue of £122.2 million, up 3.4% the previous year. Group Funds Under Management slightly decreased at £15.7 billion as net flows were offset by the impact of declining markets on asset values.
10/14/2022
Accuro Rewarded “Highly Commended” Independent Trust or Fiduciary Company at the Tenth Wealthbriefing European Awards 2022
Accuro were awarded Highly Commended in this category for their refreshing, value‐based approach to business that embraces their day‐to‐day business and strives to create purposeful climate for employment and positive contribution to society.
10/14/2022
One Swiss Bank overhauled salaries after employee ‘dissatisfaction’
The bank has published its first sustainability report and plans to link executive pay to sustainability goals.
10/14/2022
First Republic Reports Third Quarter 2022 Results
This quarter’s results demonstrate the durability of our client-focused business model and service culture.
10/13/2022
Allianz Global Wealth Report 2022: The last hurrah
This amounts to adding two eurozones to the global financial pile.
10/13/2022
Rothschild & Co receives three major awards from The Banker magazine
These awards are global in their coverage
10/13/2022
Lombard Odier to explore strategic alliances in China and India
China is a big market and the Swiss bank is in very early exploratory stage there. It is waiting to find the right partner and strategy, says Asia regional head Vincent Magnenat.
10/13/2022
Julius Baer expands its presence in the Middle East by opening a new Advisory Office in Qatar
The Bank and the Qatar Foundation also agreed on a partnership to support community impact engagements relating to youth.
10/13/2022
Global Asset Management Growth Expected to Slow
Broadridge expects significant opportunities to be had aligning business strategies to meet shifting secular trends, many of which, if missed, will increasingly bifurcate the market between winners and losers.
10/13/2022
Top 50 IAM partners with sustainability data provider
Copernicus Wealth Management has agreed to a three-year deal with Clarity AI.
10/13/2022
Delio’s latest research finds it’s no longer a case of ‘if’ wealth managers offer private markets to clients, but ‘when and how’.
Clients have been increasingly demanding access to private markets as they seek access to asset classes that help to diversify their portfolios while potentially generating greater returns in a climate of increasing inflation and interest rates.