05/24/2022
BNY Mellon Wealth Management Expands New York Tri-State Region with Four New Hires
They all report to John Ippolito, regional president, New York Tri-State.
Wealth and Asset Management
05/23/2022
Swiss Life Wealth Managers opens first location for private wealth management in Zurich
The Swiss Life Group is expanding its existing offering in Switzerland, thereby strengthening its position as the market leader for comprehensive pension and financial services.
05/23/2022
Multi-strategy – the ultimate diversifier?
A niche investment two decades ago, multi-strategy hedge funds have grown in popularity.
05/23/2022
Scotland’s wealth management sector moving to a greener future
These findings are highlighted in the sixth Annual Salary Guide into Scotland’s financial service sector from Core-Asset Consulting.
05/23/2022
Brooks Macdonald buys Warwickshire-based IFA
The acquisition will be funded through existing financial resources and will be paid in two tranches, with an element of the consideration linked to a three year growth target.
05/23/2022
AMP Wealth Management appoints FCB Media
FCB began working with AMP in late 2020, helping with performance digital and 1-1, including unlocking marketing technology capabilities with Salesforce.
05/23/2022
The Indosuez Foundation in Switzerland celebrates 10 years of commitment
Those actions include environmental projects with a strong economic and social impact in favour of vulnerable local communities in Switzerland and around the world.
05/23/2022
HSBC's Private Bank Rides Mobile Phone Trading Wave
The same platform already allows for similar trading in cash equities, exchange-traded funds
05/23/2022
Irish billionaires' wealth rose €16bn during the pandemic
The growth is such that the total wealth of billionaires all over the world is now equivalent to 13.9% of global GDP
05/23/2022
Here’s How the Ultra-Wealthy Manage Their Money
They have significantly more money at stake and, therefore, need to go beyond basic portfolio diversification strategies to minimize their risk and avoid concentrating too much money in any one particular investment.
05/22/2022
Axel Lehmann's Delicate Spot at Credit Suisse
Axel Lehmann was appointed chairman in January following the forced departure of António Horta-Osório, and with Gottstein occupying the CEO role, the bank has two Swiss citizens in the top roles.
05/20/2022
Global wealth manager eyes acquisitions
As firm looks to expand its presence in regions where it already operates
05/20/2022
Australian investment manager buys wealth firm
Pauline and Anna are committed to staying with CIW/MTIS for the foreseeable future
05/20/2022
Swiss Gold Refiner Wants to be Green
Greater sustainability in gold mining and trading is therefore an ongoing issue in environmental protection discussions, but increasingly in investor circles as well.
05/20/2022
Debunking the Myth of the Fleeing Millionaire
As it turns out, high-earners won't leave if you increase their taxes.
05/20/2022
Major Credit Suisse shareholder calls for new CEO
Credit Suisse emphasised Chairman Axel Lehmann's support for Gottstein after a Bloomberg report on Friday about early talks over a potential replacement.
05/20/2022
Replay: Focus On Wealth Management
In this Focus On event dedicated to Wealth Management, we reviewed a number of new challenges faced by wealth managers: technological transformation, generational wealth transfer and increasingly volatile markets in a sensitive macroeconomic context.
05/20/2022
HSBC AM Invests in Fintech Quantifeed
The company said the funds are earmarked to bolster its services for advisors, portfolio managers and end-customers, with improvements to portfolio design, advice and trading products as well as adding new asset classes, such as structured products, priva
05/19/2022
Wealth firms should forge more digital partnerships and invest in hybrid CX to stay ahead of the curve
Unblu’s Wealth Management Outlook traces the emergence of a new industry landscape, finding that the rise of Millennial and Gen Z investors, digital assets and agile advisors are defining the direction of the sector in 2022
05/19/2022
Private assets, public appeal – will these investments weather rising rates?
Markets fear trouble ahead for privately held companies with larger debt loads than their publicly listed peers.