05/08/2022
Bringing balance back to capitalism: the next decade
This asymmetric capitalism is one of the four main excesses of modern times that we believe − and which history suggests − must reverse.
Wealth and Asset Management
05/08/2022
When is enough enough?
Society encourages us to endlessly strive for ‘more’ – whether that’s money, recognition or to be seen as successful.
05/06/2022
UBS Investor Sentiment: Investors concerned about the war yet stay the course with their portfolios
Investors remain confident in their region’s economy and stock market, even though many expect prolonged and increased inflation
05/06/2022
finews.asia Releases Private Banking AUM League Table
Poor sentiment and an even poorer outlook are the culprits as clients are not only retreating on their own but banks are also actively discouraging them from adding risk to portfolios.
05/06/2022
Thousands of CS bankers soon for rent
The Norwegians have commissioned the Swiss branch of the US real estate specialist CBRE with a bidding process.
05/06/2022
Will the City of Zurich Become Credit Suisse's Landlord?
NBIM, which purchased the property ten years ago, wants to sell and commissioned the Swiss branch of real-estate specialists CBRE to handle the bidding process,
05/06/2022
Key Family Wealth Recognized for 'Best Family Office Solution' at the 2022 family wealth report awards
This distinction recognizes Key Family Wealth's deep industry expertise and its ability to deliver impactful tax advantaged solutions to the largest and most complex families across the country.
05/06/2022
Citi Speeds Push to Add 700 Private Bankers With Europe Outposts
Citigroup will increase headcount at both offices in coming months.
05/06/2022
Wealthy South Africans are leaving in droves
Data shows approximately 4 500 HNWIs have left South Africa over the past decade.
05/06/2022
BofA's Ultra Wealthy Clients Soar
The number of new clients with $10 million or more in assets added in 2021 was up 40% over 2020 and 49% over 2019, Barron's reports.
05/05/2022
AMP Limited provides Q1 22 AUM
Majority of flows were sourced from customer deposits, in line with the Bank’s objective to further strengthen its liquidity.
05/05/2022
PIMFA Launches 'PIMFA Wealthtech' Supported by Morningstar
The new initiative will also address the role of technology in supporting industry trends
05/05/2022
St James’s Place partner firm eyes Scotland
As it believes Highlands are a ‘massive untapped opportunity’ in the advice sector
05/05/2022
BMO Wealth Management Appoints Leaders for BMO Private Wealth Canada
Meghan Meger and Geoff Newton appointed Co-Heads of BMO Private Wealth Canada
05/05/2022
UBS Advisors Named to Barron’s Top 1,200 Financial Advisors List
The Barron’s Top 1,200 Financial Advisors list draws from data provided by around 6,000 of the nation's most productive advisors.
05/05/2022
T. Rowe, Schwab Say Times Call For Changing Investing Approaches
Most portfolios can have a place for investments with both active and passive management
05/05/2022
Fairstone adds £135mn with Cumbria IFA purchase
The deal brings more than 1,700 clients to the group, as well as 10 advisers and staff.
05/05/2022
Credit Suisse Supertrends: outperformed in 2021 transcending business cycles and volatility
Five years after their launch, Credit Suisse’s Supertrends continue to focus on long-term and multi-year societal trends that should lead to fast-growing business opportunities.
05/05/2022
Ultra-Rich Investors Flock to Bank of America’s Wealth Management Businesses
“It’s not just a Florida story or just a Silicon Valley story, it’s growth in the business around the U.S. reflecting broad trends in the ultra-high-net-worth market.”
05/05/2022
Rathbones announces Q1 2022 results
Rathbones remains focused on delivering the strategic plans we set out at our full-year results