04/13/2023
Rathbones and Investec tie up necessary correction for market, experts say
The terms of the tie-up imply an equity value of approximately £839m for Investec Wealth and Investment UK.
Wealth and Asset Management
04/13/2023
FNZ and Virgin Money launch transformative new digital investment platform to inspire new generation of investors
The innovative platform provides a seamless front-end digital experience and includes full investment operations capabilities covering back-end operations, investor administration and contact centre solutions.
04/13/2023
HSBC Plans to Add 30 Private Bankers in Fresh India Wealth Push
Only a quarter of India’s $600 billion wealth industry, which is expanding annually at 12%, is managed professionally, Julius Baer Group Ltd. said earlier this year.
04/12/2023
Impax Asset Management Group Q2 AUM update
On 31 March 2023, the Company’s AUM totalled £40.1 billion, an increase of 5.7% for the quarter, which included net inflows of £326 million.
04/12/2023
Modern Wealth Management Launches with Equity Financing from Crestview Partners
Modern Wealth Management aims to acquire select RIAs as anchor offices in strategic locations across the United States to build out an integrated financial services enterprise.
04/12/2023
Wealth Dynamix COO Makes Top 25 Women Leaders in Financial Technology for Europe for 2023
They represent key executive roles as well as specialised functions from CEO and COO to CTO and CMO as well as other prominent roles.
04/12/2023
Khan Says UBS May Retain Credit Suisse's India Wealth Unit
Khan ran the business for Credit Suisse before he left for UBS in 2019.
04/11/2023
Macquarie Asset Management and Magma Equities acquire Dallas area 285-unit multi-family investment
DFW is one of the fastest growing metro areas in the US due to the combination of its strong job and population growth, business friendly nature and affordability.
04/11/2023
JP Morgan private bank surpasses 3,000 adviser mark for the first time
In her 2022 letter to shareholders Mary Callahan Erdoes, CEO of Asset & Wealth Management, focused on the investments the firm made into private banking during the year.
04/11/2023
RBC Snags $1B Team From Troubled First Republic Bank
The Todd Halbrook and Adam MacDonald Management Group in Newport Beach, Calif. is departing First Republic a little more than a month after some regional banks collapsed.
04/11/2023
Sanctuary Wealth Congratulates 14 Advisors Named to Forbes' Best-in-State Wealth Advisors List
Two affiliated advisors also named to Forbes' America's Top Wealth Advisors list
04/11/2023
UBS advisors Drew Freides and Michael Kanigher named to the Barron’s Top 1200 Advisors list
Drew and Michael are founding members of Mainsail Wealth Partners, one of the largest advisor teams at UBS, which includes Private Wealth Advisors Steven Westerman and Brendan Carroll, and Financial Advisors Melanie Desma McFedries and Kate Freeman.
04/11/2023
The importance of a Global Perspective
As the uncertainty that beset markets in 2022 continues into 2023, the importance of adopting a global perspective can’t be overstated.
04/11/2023
The St.Galler Kantonalbank is expanding its open banking offering
Effective immediately, authorized external asset managers can also place and manage stock market orders via the technical interface.
04/11/2023
Wealth Management Opportunities in the Shadow of a Giant
After that, owners and partners started worrying about concentration risk in the Swiss banking sector.
04/11/2023
Monthly update: Markets rise as banking concerns ease
Global stocks rose after government intervention helped calm market jitters.
04/10/2023
Milleis Banque Privée completes its transformation with the roll-out of OLYMPIC Banking System
This approach has resulted in a fourfold reduction in the number of applications in use and requiring maintenance.
04/10/2023
Banque Heritage SA: Annual Results 2022
Banque Heritage Overcomes Turbulent Market Conditions, Demonstrates Resilience and Growth
04/10/2023
All North American clients of Vontobel Wealth Management are now under one roof
The CEO of the “new” Vontobel SFA is Peter Romanzina, with Jürgen Wegner serving as Deputy CEO.
04/10/2023
Seventeen UBS Advisor Teams in Southern California and Hawaii Named to the Forbes Best-in-State Wealth Management Teams List
The ranking, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, including telephone, virtual and in-person due diligence interviews, revenue trends, assets under management and compliance records.