07/20/2021
Wealth coaches and 'finfluencers' next bubble to burst
One main reason of this emergence is that it’s too costly and complicated to deliver those services in the current regime.
Wealth and Asset Management
07/20/2021
Global wealth firm unveils private client operation in Ireland
It was a ‘logical step’ for the business in its quest to ‘help more clients globally’
07/20/2021
Credit Suisse losing Middle East staff over 'toxic' work culture
Region's top exec Bruno Daher known for fiery displays and direct personal attacks
07/20/2021
Wealth management drives UBS profits surge
2Q21 net profit of USD 2.0bn, 19.3% return on CET1 capital
07/20/2021
UBS in Asia Pacific Losing Some Lustre
Total fee-generating assets rose 6 percent to $119 billion in Asia Pacific from the first quarter of 2021.
07/20/2021
Swiss Life Expands Into Nordic Real Estate
Swiss Life Asset Managers will retain NRP’s real estate unit of 39 employees and its Oslo office which will operate under the Swiss Life Asset Managers brand.
07/20/2021
Gideon Strategic Partners Affilates With Leading Independent Broker-dealer
The transition is effective immediately.
07/20/2021
Blacktower to expand into UAE and Switzerland
As advice giant gears up to unveil its own investment proposition
07/20/2021
Are the big banks plotting a return to wealth?
JPMorgan’s acquisition of UK fintech Nutmeg has analysts wondering if and when Australia’s retail banking giants become tempted by the burgeoning market for digital investment advice.
07/20/2021
Credit Suisse Exodus in Full Swing as More Senior Bankers Leave
Credit Suisse has taken a hit exceeding $5 billion tied to the collapses of Archegos and Greensill.
07/20/2021
PBC Private Wealth Launches
Together, they help clients with investments and wealth management, budgeting, education savings, retirement planning and wealth transfer planning, among other services.
07/19/2021
Zuger Kantonalbank delivers 12.6% AUM growth
Bank managed first half-year 2021 without credit losses and strong results.
07/19/2021
Big Gap Opens Up Between UBS, Credit Suisse
Ahead of the publication of their second-quarter results there really is no comparison.
07/19/2021
Credit Suisse Is Losing Mideast Staff Over a Toxic Work Culture
The executive who built a regional wealth powerhouse also fostered a brutal workplace, current and former employees say.
07/19/2021
One Swiss Bank: Less profit despite better business
The bank, which is geared towards private and business customers, manages around CHF 5 billion.
07/19/2021
Butterfield shortlisted for Trust Company of the Year
The 2021/22 STEP Private Client Award ceremony will take place virtually on 23 September 2021.
07/19/2021
First half-year results 2021 UBP
Union Bancaire Privée’s assets under management rise by close to 10% to CHF 161.1 billion
07/19/2021
Nick Train backs M&A-driven UK wealth sector for growth
Wealth management is a long-term portfolio theme for FGT
07/19/2021
Rathbones launches managed portfolios for Greenbank range
The service is an adviser-led execution only product, so Rathbones will only act on client instructions following advice received from a financial adviser.
07/19/2021
Credit Suisse leads $20 million round in financial data company Daloopa
With the financing in place, the company intends to extend its software to extracting detailed financial fundamentals from the financial filings of all public companies globally