11/08/2021
KPMG eyes larger piece of UK's asset management pie as it lures EY and UBS veterans
He will support the growth of KPMG’s Technology Enablement capability
Wealth and Asset Management
11/08/2021
The Aussie who’s turning the Queen’s bank green
Since 2016, this ex-NAB banker has been the boss of Coutts, the 300-year-old private bank used by the Royal family and most of England’s landed gentry.
11/08/2021
Wealth and Asset Management 4.0
How digital, social, and economic trends will transform the investment industry
11/08/2021
Big Credit Suisse Investor Makes Case for Tie-Up
Herro extended the partnership thinking to Credit Suisse's investment bank, which due to Archegos and a series of ill-advised loans to Mozambique incurred losses and hefty regulatory sanctions, respectively.
11/08/2021
Credit Suisse Pledges New Bonus Model
The 57-year-old Portuguese and British banker is in the unenviable position of arriving at the Swiss bank shortly after two major scandals imploded: Archegos and Greensill.
11/08/2021
Credit Suisse announces referral arrangement for Prime Services customers with BNP Paribas
Credit Suisse will support affected customers as they select alternative Prime Services providers of their choice.
11/08/2021
Howzat? SJP builds partnership with the Barmy Army
The revelling band of England cricket supporters has teamed up with St James’s Place in a new marketing partnership.
11/08/2021
Wealth firms moving north to entice workers and offer London alternative
Jack Anderson, a consultant specialising in wealth management at Core-Asset, has witnessed his predictions for the Private Wealth industry playing out in real time.
11/07/2021
Credit Suisse Chairman Horta-Osorio says big investors back overhaul
Credit Suisse announced a restructuring on Thursday, saying it would rein in its investment bankers and put money into wealth management as it tries to curb a freewheeling culture that has cost it billions in a string of scandals.
11/07/2021
The Big Interview: David Durlacher, CEO of Julius Baer International
David Durlacher is the chief executive of wealth-manager Julius Baer International, responsible for its business in the UK and Guernsey.
11/07/2021
40-Year-Old Canadian Wealth Manager May Enter In Crypto
The research of Bloomberg’s experts seems 100% true and can be seen through the planning of a 40 years old wealth manager firm “IGM Financial Inc”. At present, IGM is managing around $260 billion worth of funds.
11/05/2021
Credit Suisse shutters prime broking after $5.5bn Archegos hit in pivot towards wealth management
Swiss bank looks to put multiple scandals behind it with strategy shift
11/05/2021
REYL & Cie named "Best Private Banking Boutique in Europe"
The judges highlighted the results achieved by the REYL Group, which increased its assets under management and the number of its employees for the 19th and 16th consecutive years respectively.
11/05/2021
Northern Trust Named Best Private Bank in U.S.
Also Named Best Private Bank for Family Offices in U.S.
11/05/2021
Aquarius Financial launches in London
Aquarius Financial is currently opening their headquarters in London’s Mayfair
11/05/2021
ZKB joins BX Swiss platform for structured products
The cantonal bank is expanding its derivatives offering.
11/05/2021
BNP Paribas Wealth Management “2021 Global Entrepreneur & Family report” - Impact Journey
They count on us to accompany them in having a positive impact, and they are looking to do so, both through their businesses and through their investments.
11/04/2021
Zoe Financial partners with wealth management firm
Aims to support their clients through each of life's stages, from building wealth to enjoying retirement, and even developing strategies to continue one's legacy.
11/04/2021
CaixaBank named 'Best Private Bank in Spain'
The awards' jury, which distinguishes excellence in the sector, has recognised in 2021 CaixaBank's private banking business model, focused on quality advice and its commitment to sustainable financial advice, constant growth and the use of new t
11/04/2021
Integrity Wealth Team joins LPL
Together, they provide comprehensive financial planning and socially-responsible investment advice for their client base of retirees and successful young entrepreneurs.