06/01/2022
UBS advisor named to Forbes/SHOOK Best-in-State Wealth Advisors List
David leads the Potischman Wealth Management team in providing investment and financial planning to high-net-worth clients
Wealth and Asset Management
06/01/2022
Lucrative Song Rights for Private Clients
Family-led Geneva private bank Union Bancaire Privée (UBP) has invested in Jackson's song collection
06/01/2022
AMP merges multi-asset arm with wealth business
The business has been spun out of AMP Capital.
06/01/2022
Continued success for PraxisIFM professionals in EPC Top 35 Under 35 CI
Designed to identify, recognise and promote the rising stars of the private client adviser community, Tom, Abi and Lucy are three of just 70 professionals, 35 men and 35 women, to be listed.
06/01/2022
Bank of Singapore opens wealth management entity in Malaysia
With the new entity, Malaysia will become the first market after Singapore where OCBC has a comprehensive onshore presence in its core business pillars in banking, wealth management and insurance.
06/01/2022
Fifth Third Private Bank Demonstrates Its Commitment to Ethical Standards With Inaugural Wealth for Good Award
Fifth Third Private Bank was awarded the “Best Bank ESG Communication Strategy – Americas” at 2022 inaugural WealthBriefing.
06/01/2022
Adviser questions SJP after client incurs 2.2% cost
The FTSE 100 advice business announced a change to the investment objective and policy of its Emerging Market Equity fund earlier this month by moving from a single manager to a multi-manager strategy.
06/01/2022
Jubilee 2022: what's changed for savers since 1952?
It’s 70 years since Queen Elizabeth II took the throne. How have some of our key financial metrics – from longevity to inflation, interest rates to investment returns – moved over the decades?
06/01/2022
Zoe Announces Partnership With National RIA, GreenUp Wealth Management LLC
GreenUp Wealth Management LLC was founded with the mission to guide and accompany clients through the journey to a fulfilling financial future.
05/31/2022
Beijing Sets Sights on Becoming Global Wealth Management Hub by 2025
In the same way, Qualified Domestic Institutional Investors will be encouraged to invest in overseas securities.
05/31/2022
How to build a financial services business that stands out
It means brand alignment has become a strategic priority and a key challenge for financial services leaders, something we explored on the upfront podcast with brand and communications experts Julia Streets and Michael Gough.
05/31/2022
AMP completes transfer of Multi-Asset Group into Australian Wealth Management
The successful transfer creates an end-to-end super and investment platforms business within AMP.
05/31/2022
Spreading love in the world
For almost four decades, the Gupta family’s foundation has transformed lives for the better.
05/31/2022
Credit Suisse Looks at Possibly Raising Capital
It was also considering divesting one of its businesses, such as asset management
05/31/2022
Vontobel Embroiled in Bitter Legal Conflict with Two Asian Companies
But the dispute also raises long-running accusations that lawyers and private accusers can only too easily access sensitive bank information
05/31/2022
Credit Suisse could sell AM division, report says but the firm denies
Two sources said that it would likely want a capital increase in excess of CHF 1bn, but this has not yet been determined.
05/31/2022
Another Bank Boss Turns Up Nose at Credit Suisse
Staub also spoke in favor of enforcing the same rules for all players in the Swiss financial center.
05/31/2022
Mirabaud joins the Henokiens
These companies are all at least 200 years old, majority held and managed by members of the founding family and in good financial health.
05/31/2022
Zug consolidator purchases second wealth manager
Investarit is a Zurich based wealth management boutique and provider of asset management services.
05/31/2022
How offshore trusts can help protect wealth against volatility and attacks
Owing to an increasingly challenging global landscape, settlors are turning to trusts for asset protection – but real care needs to be taken when setting up such a structure.