03/11/2022
Wealth at Work group acquires digital agency - DBD Digital
These important developments help us increase that momentum.
Wealth and Asset Management
03/11/2022
Two U.S. Banks Exit Russia
Credit Suisse, which has 125 employees in wealth management and investment banking, and UBS with its workforce of 50 people in Russia, have not made statements in this regard so far.
03/11/2022
Nuveen to set up shop in Switzerland
The US asset manager plans to appoint Christian Leger as country head for Switzerland.
03/11/2022
Quilter stops third-party managers investing in Russia and Belarus
Used on firm's WealthSelect service
03/11/2022
“Hong Kong and Singapore is Not a Zero-Sum Game”
UBP’s Asia business saw equally strong contributions from Hong Kong and Singapore during the pandemic, the bank’s regional chief executive Michael Blake told finews.asia, underlining that success from the dual hubs need not come at the expense
03/10/2022
Depledge Strategic Wealth Management achieves CISI accreditation
67 firms in UK
03/10/2022
Investing in private markets: Why and how
That’s why they’re so much in demand and their capacity for further growth remains unabated in the current economic and financial environment.
03/10/2022
Credit Suisse Speaks Out on War in Ukraine
Credit Suisse is assessing the impact of the sanctions already imposed
03/10/2022
Ex-Credit Suisse Chair Bags Millions
This comes after receiving a 1.1 million franc payout in chair fees.
03/10/2022
Brooks Macdonald assets jump above £17bn as outflows reverse
But chief executive warns of challenges ahead as Ukraine crisis unsettles markets
03/10/2022
Credit Suisse's raft of wealth advisers in Moscow stay put as it reveals Russia exposure
A few days earlier UBS said it had around $200m exposure to Russian assets that were used as collateral in loans to clients at its wealth unit.
03/10/2022
Unigestion head of business development steps down
Dominik Kremer
03/10/2022
Why the world’s wealthy are choosing Luxembourg for private funds
Family offices and UHNW investors are now looking beyond traditional wealth-holding structures and embracing the private fund; a vehicle traditionally used by professional asset managers.
03/10/2022
A spotlight on one of the most interesting banking markets
The region is characterised by a strong economy and a large affluent population with around EUR 6 trillion in liquid onshore assets.
03/10/2022
Ukrainian war brings advice ‘into its own’, Quilter CEO says
Many advisers have reacted and showed solidarity with the people of Ukraine.
03/10/2022
Big growth plans for regional wealth manager
As part of its growth strategy, Jordan Laight has joined the financial planning team as a paraplanner.
03/10/2022
The 'Elite 8' Ingredients to a Successful Wealth Management Business
There are clear similarities between top-ranked sports teams and the best wealth management teams.
03/10/2022
Former BlackRock, Allianz Execs Launch Wealth Firm With a Twist
Robert DeChellis and Frank Porcelli have launched Bonsai to focus on an asset/liability approach and broader access to insurance, annuities and business valuation tools; execs plan to start with a handful of acquisitions of sub–$1 billion firms.
03/10/2022
Credit Suisse publishes its 2021 Annual Report and Sustainability Report
Ad hoc announcement pursuant to article 53 LR
03/09/2022
Why female clients are ‘underserved’ by wealth management firms
Female clients are currently the most underserved group of wealth management clients.