11/17/2021
SJP virtual reality training accused of lacking human touch
Wealth firm says the ‘intention is to give people a safe space to practice in’
Wealth and Asset Management
11/17/2021
HSBC Asset Management closes second directly-managed secondaries fund
Private Equity Opportunities II closed in October 2021 with total commitments of c.USD1 billion and follows the successful fundraising of USD1.34 billion for the firm’s first secondaries fund, Private Equity Opportunities, in December 2020.
11/17/2021
Digitization will change Wealth Management: How will you keep pace?
Wealth Management firms must consider the possibility of providing advisory as a subscription service.
11/16/2021
HSBC's Cynthia Lee builds regional Wealth Planning & Advisory team
The Family Governance and Family Office team will continue to report to Cynthia Lee, Regional Head of Wealth Planning & Advisory, Asia Pacific.
11/16/2021
German Bank Reducing Swiss Presence
The move comes after the bank announced it was cutting 10,000 jobs on Friday as part of a radical overhaul.
11/16/2021
State Street Global Advisors Introduces I&D Focused Share Class within Cash Management Suite
As one of the world’s largest fiduciary managers who is deeply committed to ESG-focused asset stewardship
11/16/2021
SG Wealth Management wins prestigious award
Each year, respected financial publisher Citywire considers a variety of facts and information gleaned from financial advice firms across the UK, before creating their ultimate list of who they deem the best advice businesses in the country.
11/16/2021
Sequoia Financial Group makes acquisition
When the deal closes, which is expected to occur by Dec. 31, the combined firm will have $10 billion in client assets.
11/16/2021
Private Banker International London Awards 2021 winners announced!
Outstanding Private Bank for Diversity and Inclusion, new for this year, showing the strength of the French market at the moment.
11/16/2021
Fieldpoint Private Earns Global Honor as Best Boutique Private Bank
Global Finance’s Annual Awards Also Names Firm as Best Private Bank – Northeast
11/16/2021
Six Swiss Exchange opens to Spacs
A Spac is a shell company founded only for the purpose of acquiring a non-listed target company, therefore taking the company public.
11/16/2021
Swiss «Spy» Banker Has Few Regrets
A Swiss banker has few regrets about racking up a criminal record for shipping data on recalcitrant Americans to U.S. tax officials.
11/16/2021
New Award Recognising Indosuez's Commitment To Diversity
This recognition takes on its full meaning in November 2021 during the Crédit Agricole group Diversity Month.
11/15/2021
Sanctuary Wealth Welcomes Famiglia Wealth to Network
First independent partner in Michigan brings $700 million in assets and is fifth team joining from Morgan Stanley in 2021
11/15/2021
Credit Suisse Betting on a Swiss Rescue
But a well-connected investment banker asked by finews.asia had a far more receptive take on the chairman's actions.
11/15/2021
Credit Suisse to Outsource Purchasing
The activities comprise IT purchasing, travel costs, facility management and office supplies.
11/15/2021
EFG - Strong NNA of CHF 6.2 bn and higher profitability
The bank also made further progress in resolving legacy matters as it prevails in the dispute with a Taiwanese insurance company.
11/15/2021
Kingswood adds £115m in Yorkshire adviser acquisition
Kingswood has added £115m in client assets via the purchase of Redcar independent financial adviser Money Matters (North East) for £3.4m.
11/15/2021
Ex-Deutsche Banker Returns as APAC Vice Chairman of Wealth
A private banking veteran returns to Deutsche Bank as its vice chairman of wealth management in Asia Pacific.
11/15/2021
Highvern Trust Professional Recognised as ‘Future Leader’
Jack beat six other candidates shortlisted to be named the 2021 ‘Trust Officer of the Year’ thanks to his valuable contribution at Highvern and charitable work in his personal time.