02/11/2022
CAIS Brings Customized Alternatives Platform to Focus Financial Firms
The CAIS Platform will make alternative investment strategies seamlessly available
Wealth and Asset Management
02/11/2022
JTC Raises Over £86K Through Global Employee-Led Educational Charity Fundraising Initiative
The total was reached through the combination of an original donation by JTC and employee fundraising
02/11/2022
Pictet Gets Green Light
The Pictet Group's ambition is to achieve Platinium rating for the new building, the highest level of SNBS, LEED and WELL certification possible.
02/11/2022
Zürcher Kantonalbank achieves record profit of CHF 942 million for 2021
In view of the good 2021 result, the Board of Directors has decided to increase the ordinary dividend for the Canton of Zurich and its municipalities by 21% to CHF 431 million.
02/11/2022
FNZ raises US$1.4bn in new capital
FNZ partners with the entire industry to make wealth management and financial advice accessible to more people.
02/11/2022
Bank WIR achieves top results with strong growth
Our diversification strategy is paying off, we are in excellent health and can therefore more than sustainably confirm the results of previous years
02/11/2022
Morgan Stanley to acquire retirement consulting firm
The firm also acquired fund manager Eaton Vance for $7bn last year.
02/11/2022
Bank of Cyprus named Best Private Banking & Wealth Management Bank
The selection of the best Banks is done after an independent analysis of financial organisations in relation to the quality of service offered to private and institutional customers
02/11/2022
Merchant acquires minority stake in Fusion Family Wealth
The firm oversees more than $1bn in assets on behalf of private households, as well as 401(k) retirement plans for professional service organisations, including accounting and law firms.
02/11/2022
Schroders MPS boss targets £10bn AUM by 2025
Many of the strategies in the range own passive funds, a type of product not offered by Schroders.
02/10/2022
Cantonal bank markets head on dipping its toes in crypto
Aurélien Michaud talks about how the bank started investing in crypto.
02/10/2022
Avoiding common misconceptions in wealth management
And should RIAs be looking at DC plans?
02/10/2022
Spear’s Wealth Management Awards Winner Interview: Lord Verjee, the Rumi Foundation
After winning the 2021 Spear’s Wealth Management Award for Philanthropist of the Year, Lord Verjee of the Rumi Foundation discusses the importance of giving back
02/10/2022
HSBC Grows Prime Brokerage Business For Asia Investments
The London-headquartered bank will hire more prime brokerage staff and invest in technology to enable competition with established rivals.
02/10/2022
Credit Suisse’s Vice-Chair Losing Support
Although Schwan was key to bringing Antonio Horta-Osório on to the board, just nine months later he was one of the main forces pushing for Horta-Osório's removal, the newspaper writes, citing people with knowledge of the matter.
02/10/2022
Liu puts relationships at the heart of Citi Private Bank
It is the kind of thing that couldn’t have happened before Zoom, and likely wouldn’t have happened until Covid hit and accelerated the adoption of video calling services.
02/10/2022
Credit Suisse ends tumultuous year with big loss as litigation costs bite
We intend to continue to operate Credit Suisse Group with a stronger capital base and a CET1 ratio of at least 14%.
02/10/2022
J.P. Morgan named ‘Best Private Bank’
For over 150 years we have been perfecting our approach and we’re so happy that our clients
02/10/2022
Julius Baer Guernsey wins top Euromoney award
As well as winning Best Private Bank Overall, the local branch also won awards for its interactions with High net worth and Ultra high net worth Clients.
02/10/2022
Delfin Private Office joins forces with Tantallon Capital Advisers
A joint venture between London-based family office advisory firm Delfin and a division of asset management firm Tantallon Capital Advisers aims to serve the world’s wealthiest families in Singapore and London