07/30/2021
Guernsey’s new bespoke private wealth structure
This presents an innovative new tool for structuring the wealth of high-net-worth families.
Wealth and Asset Management
07/30/2021
In it to win it – right place, right time and right offering
Interview from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021) and featuring Larry Campbell, Partner and Head of Financial Services Strategy at KPMG China
07/29/2021
Credit Suisse's Own Archegos Inquiry Awards «Nul Points»
The Swiss lender plans to reveal these and other results of the review with second-quarter results due Thursday.
07/29/2021
Coutts achieves B Corp status
They are legally responsible for benefiting customers, workers, communities and the planet while delivering profit.
07/29/2021
Schroders Half-year results
These results reflect the benefit of our organic growth initiatives, strong investment performance and our leadership position in sustainability.
07/29/2021
Alfonso Rivolta on Creating Harmony through Robust Wealth Planning for HNW and UHNW Clients
His mission at EFG differs significantly from the efforts of EFG’s Client Relationship Officers
07/29/2021
HSBC AM launches Sustainable Healthcare Fund
These companies will have a clinical and cost savings focus, aiming to improve healthcare affordability.
07/29/2021
Citigroup banks on disciplined approach to China
Institutional banking and wealth management are focus of Asia strategy
07/29/2021
Charles Stanley to be taken over by Raymond James in $279m deal
Raymond James said the deal would provide both companies with the opportunity to accelerate the growth of their respective current UK wealth management businesses
07/29/2021
RBC Wealth Management-U.S. Accelerates Digital Transformation with Selection of New Broadridge Platform
Broadridge's next-generation Wealth Management Platform is an open, industry-level platform offering an integrated and modern front-to-back-office solution, leveraging best-in-class technology.
07/29/2021
Graubuendner KB posts 31.3% profit growth – boosts outlook
The cantonal bank announced a solid AUM increase and run expansion successfully.
07/29/2021
Bellevue profit soars as AUM rises by 20%
Bellevue said that it benefitted from a simplified platform.
07/29/2021
Credit Suisse Group announces second quarter 2021 financial results
Our underlying business performance remains solid with a record level of assets under management in our Wealth Management and Asset Management businesses, supporting strong growth in recurring commissions and fees.
07/29/2021
Bellevue Group achieves new earnings and profit levels
Client assets increased in the same period by 20 percent to a new high of 14.4 billion francs, as was further learned.
07/29/2021
Bedell Cristin's international private client team recognised in Chambers HNW rankings
These latest rankings are testament to the firm's commitment to strengthen our global team and service the growing demand for private wealth services globally.
07/29/2021
Raymond James Financial Reports Third Quarter of Fiscal 2021 Result
For the first nine months of the fiscal year, record net revenues of $7.07 billion increased 20%, record earnings per diluted share of $6.92 increased 60%, and adjusted earnings per diluted share of $7.50(1) increased 73% over the first nine months of fis
07/29/2021
Canaccord Genuity Announces Completion of Investment by HPS
A management incentive arrangement has also been implemented which will provide for certain incentives with performance thresholds related to the future growth of CGWM UK.
07/28/2021
St. James's Place Half Year Results 2021
Growth in new business and funds under management has resulted in strong growth in income
07/28/2021
‘The Queen’s bank’ Coutts joins the ranks of ethical brands
Despite chequered history the 329-year-old private bank has secured the sought-after B Corp status
07/28/2021
Rathbones Funds under management and administration up 8.2% to £59.2 billion
The deal continues to be on track to complete during the third quarter of 2021, adding c£4.7 billion of funds under management and administration.