08/19/2021
Team leaves Geneva private bank before UBP completes purchase
The takeover of Millennium, a fully-owned subsidiary of Banco Comercial Português, is scheduled to be completed in the fourth quarter of 2021.
Wealth and Asset Management
08/19/2021
Marstone Continues Digital Wealth Management Platform Expansion
Combined effort further supports financial institutions with best-in-breed digital banking products and services
08/19/2021
Credit Suisse: Derailments by unauthorized bankers
Three cases document these derailments very precisely - and show how urgent a cultural change is at the big bank.
08/19/2021
Fifth Third Private Bank launches business transition advisory team
Frieda Rakhman leads team as managing director of strategic client development
08/19/2021
Financial Spotlight: Stifel - Simplify Wealth Group
The two began talking and became fast friends who found they worked well together.
08/18/2021
Half-year results: St.Galler Kantonalbank significantly increases profit
It thus demonstrates its excellent positioning in the investment business.
08/18/2021
Financial planning business acquired for £4m
We remain absolutely committed to our stated growth strategy within the UK and internationally.
08/18/2021
Swiss private bank More Than Doubles Profit
The family-owned bank’s client assets grew 23.7 percent year on year to 9.6 billion francs.
08/18/2021
Netwealth sees 70% managed accounts FUM increase
Total FUM grew by 61.4% to $11.7 billion, while funds under administration (FUA) grew 49.6% to $47.1 billion.
08/18/2021
Axel Lehmann Faces Huge Task at Credit Suisse
One of Axel Lehmann's first tasks as chairman of the Credit Suisse board’s Risk Committee will be to revise the Risk Committee Charter.
08/18/2021
Cantonal bank sells 49% stake in insurance broker
It has held the stake since 2014 and has had a seat on the broker's board.
08/18/2021
VP Bank Eyes Fresh Revenue Streams
VP Bank was responding to this with new products and was aiming to exploit new sources of income.
08/18/2021
Dodds Wealth Management Group has left Raymond James
Both Dodds are certified financial planners, and the elder Dodds holds three other financial services industry designations.
08/18/2021
Evoke Wealth Management Goes Independent With Kestra Private Wealth Services
The addition of Evoke Wealth Management marks the second office Kestra PWS has opened in New Jersey.
08/18/2021
Alpadis Group acquire trust and corporate services business
The acquisition will significantly boost Alpadis Group’s private client services in Switzerland and expand the range of services they are able to offer in this jurisdiction.
08/18/2021
SJP's Black Interns Matter success highlights need for D&I
Following the initiative's soft launch a year ago, Black Interns Matter now has Black Interns Matter Access, the Black Vacation Scheme and Black Lawyers Matter Mentoring.
08/17/2021
JPMorgan, Lloyds moves may spur more wealth management fintech deals at UK banks
Big banks, which have gathered huge levels of deposits during the coronavirus pandemic, are seeking ways to bring down costs associated with their large, complex distribution networks
08/17/2021
VP Bank Doubles Profits Amid Some Caution
In contrast to our competitors, sustainability is also the new standard for VP Bank’s interaction with advisory-only clients and not just our discretionary mandates.
08/17/2021
Three Firms Merge for HNW Advisory With Global Reach
Leo Wealth will deliver global, integrated investment and tax planning solutions Company positioned for geographic and international expansion
08/17/2021
Tilney Smith & Williamson Limited financial results (unaudited) for the six months ended 30 June 2021
Tilney Smith & Williamson is preparing a move to new headquarters in 2022