11/04/2021
Lombard Odier wins prestigious sustainability award
This award only strengths our resolve to grow and improve our capabilities in sustainable investment to better serve our clients
Wealth and Asset Management
11/04/2021
Wells Fargo Private Bank Awarded Best Global Private Bank for Philanthropy Services
Recognized by peers, industry subject matter experts, and journalists for serving clients through pandemic
11/04/2021
New priorities for family offices and UHNW clients revealed in global survey
The survey covered more than 800 wealth management industry experts who work with and advise UHNW clients and their families.
11/04/2021
Manulife reports 3Q21 net income of $1.6 billion and core earnings of $1.5 billion
The impact of the pandemic continues to vary across the globe with North American markets beginning to experience a recovery
11/03/2021
Wealth Management Technology Trends Previsory
Wealth management firms need to leverage the technology trends that are enabling the shift toward scalable, client-centric ecosystems or risk becoming vulnerable to competitors and disruptors.
11/03/2021
Blackstone Cozies Up to Swiss Banks
This is less than UBS's $4.5 trillion in invested assets, or the $9.5 trillion in assets under management at fund giant Blackrock.
11/03/2021
Credit Suisse to tighten the reins after string of scandals
One key change is expected to be the creation of a single wealth management division that caters to a global elite
11/03/2021
Raiffeisen profit jumps 76pc
After the pandemic-driven recession in the previous year, the current financial year is being marked by economic recovery.
11/03/2021
CI Financial to acquire $4.1 billion private client RIA
Agreed deal takes CI's U.S. assets to more than US$87 billion
11/03/2021
Credit Suisse to tighten the reins after string of scandals
Credit Suisse drafted in seasoned banker Antonio Horta-Osorio as chairman in April to stop the rot and he will lay out his charter to reform Switzerland's second-biggest bank on Thursday when it presents third-quarter results.
11/03/2021
Morgan Stanley Publishes Comprehensive Cryptocurrency Guide for Wealth Management Clients
In the document, strategists at Morgan Stanley Research gave a detailed analysis of the various activities, sectors, and trends that currently make up the highly speculative crypto industry.
11/03/2021
Vontobel continues to deliver very good results
Vontobel expects the market environment to remain challenging.
11/03/2021
Private wealth can power the world towards a more sustainable future
The panel explored the intersection between sustainable investing and philanthropy.
11/02/2021
Credit Suisse Tips Veteran to Run New Wealth Unit
The favored candidate is a veteran of the Swiss bank, due to return to the fold after a three-year stint elsewhere.
11/02/2021
Two UBS advisors named to the Forbes/SHOOK Top Next-Gen Wealth Advisors list
Their expert industry insights, tireless work ethic, and long-standing commitment to their clients is what makes them stand out as advisors, and we are honored to have them distinguished for their industry leadership.
11/02/2021
Credit Suisse plans accelerated China expansion, says China CEO
Credit Suisse has hired more than 120 people since gaining a majority stake in its China securities joint venture in June 2020
11/02/2021
Credit Suisse: Drafting an European Champion
Looking at some other parameters might provide other clues.
11/02/2021
StanChart Profits Surge
We delivered a return to top-line growth in the third quarter and achieved further progress against our strategic priorities
11/02/2021
More than 500 British firms are now B Corp certified including the Queen's bank Coutts - we ask its UK boss: is the badge at risk of being diluted?
But does this rapid rise in B Corps risk diluting the integrity of the certification?
11/01/2021
SA wealth managers turning to uncorrelated alternative assets
To beat high priced equities.