10/13/2022
Top 50 IAM partners with sustainability data provider
Copernicus Wealth Management has agreed to a three-year deal with Clarity AI.
Wealth and Asset Management
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.
10/12/2022
Half of Pictet Employees Joined in The Last Five Years
Managing partner Pictet first arrived in Asia at the bank’s Singapore office in August following a visit to Jakarta in the previous month.
10/12/2022
Goldman Sachs: Up to $8 Billion Capital Gap at Credit Suisse
Credit Suisse is two weeks away from unveiling its strategic review with the spotlight placed on a variety of issues
10/12/2022
Lombard Odier unveils its Bellevue building
The structure has been erected but much remains to be done, from the interior fittings to the installation of the glass façades.
10/12/2022
HSBC China doubles down on global private banking expansion
With an expanded private banking footprint in cities beyond Beijing, Shanghai, Guangzhou and Shenzhen, HSBC becomes the first international bank to set up a dedicated private banking service team in Western China.
10/12/2022
Bank of America Private Bank Study Finds Younger Investors Turning to Alternatives, Sustainability and Digital Assets to Create Wealth
75% of young investors say it's impossible to achieve above-average returns solely with traditional stocks and bonds
10/12/2022
Signia Wealth CEO buys out tycoon founder John Caudwell
Signia Wealth CEO Carnegie Smyth and business partner Greg Malone have bought out the Phones 4u founder, who established the wealth business 13 years ago.
10/12/2022
A different option in Canadian wealth management
In recent years, a new offering has emerged – one that allows investment advisors to deliver uniquely customized solutions to meet the desired outcomes of their clients.
10/12/2022
EFG Improves Profitability Despite Lower AUM Base
Despite external challenges, we have successfully executed our strategy and are on track to achieve all our targets.
10/11/2022
UBS Advisors Drew Freides and Michael Kanigher Named Among America’s Top Wealth Advisors by Forbes/SHOOK Research
Their entire team has achieved a remarkable level of success through their dedication, focus, and commitment to their clients.
10/11/2022
HSBC Extends Private Banking Coverage to Western China
The new locations will make it the first global bank to set up a dedicated private banking services team for western China.
10/11/2022
UBS Secures New Office Space in Hong Kong
The project is expected to be completed by 2025 and UBS is expected to occupy the new premises in early 2026.
10/11/2022
Chase Buchanan Wealth Management Opens New Canary Island Office
Chase Buchanan Wealth Management continues to expand, opening a new office in Tenerife to provide trusted financial advice to foreign nationals living in the Canary Islands.
10/11/2022
Wells Fargo Advisors Moving Clients Out Of Private Banking, Insider Reports
The news is based on internal documents first obtained by Insider, a news site that focuses on financial and political news.
10/11/2022
Bergos CIO keeps 'nerve' to overweight equity
Till Budelmann shared his strategy for mitigating the poor returns in major bond and equity markets this year.
10/11/2022
Zunder raises €100 million from Mirova
Zunder raises €100 million from Mirova to accelerate EV charger rollout in Southern Europe
10/11/2022
Fairstone Group revenues up 22%
The deal saw TA Associates take a significant stake in the business although details of the agreement were not disclosed.
10/11/2022
HSBC extends Chinese private banking network to lure new digital millionaires
The bank has already launched private bank services in Beijing, Shanghai, Guangzhou and Shenzhen.
10/11/2022
Citi Private Bank sees strong growth in family office business in Asia
Wealthy clients have benefited from proactive and early hedging on portfolios and allocations into alternative investments