02/17/2022
Leading Australian Wealth Firm Selects Broadridge to grow Securities Finance Business
"We are pleased to add FinClear to our growing client base in APAC," said Darren Crowther, General Manager of Broadridge's SFCM.
Wealth and Asset Management
02/16/2022
UBS Sees China Private Banking Revenue Pool Hitting $163 Billion
Cooling China property market could spur reallocations
02/16/2022
Finding steady ground by Coutts
The new year got off to a wobbly start for markets with investors nervous about rising inflation and higher interest rates
02/16/2022
IQ-EQ wins ‘Best Wealth Planning Team’
It’s the second year in a row that IQ-EQ’s Swiss team has scooped this award, reflecting the success of their agile, service-focused approach.
02/16/2022
Citi’s Jane Fraser ditches ambition to break into Wall Street’s big league
Hopes of becoming top-three investment bank conceded in order to focus on more profitable areas
02/16/2022
SGKB increases profit
The year 2021 was characterised by further expenses for digital solutions and the ongoing modernisation of the branch network, which is reflected in general and administrative expenses (+6.8 %).
02/16/2022
J Safra Sarasin takes full control of Swiss bank in digital push
We are looking forward to continue building and enhancing future digital platforms for clients and financial intermediaries
02/16/2022
China's 'common prosperity' drive positive for wealth management industry - UBS
"Common prosperity" is a policy drive by President Xi Jinping to narrow the gap between rich and poor."
02/16/2022
Kingswood acquires Aim Independent Limited
Aim was founded in 2000 and is run by Phil Watson and Andy Davies
02/15/2022
Asia Named a «Growth Star» for HSBC's Swiss Private Bank
Combined with the relocation of some global and regional roles in support functions, this will lead to some Swiss roles being impacted.
02/15/2022
Private Banking Drops its Traditional Restraint
There is a key metric that sticks out, and one that the sector had difficulty with until recently.
02/15/2022
Sold Sanlam wealth business names new top team
It aims to be the first truly digitally enabled, hybrid wealth business in the UK
02/15/2022
Credit Suisse: Money Paid Out Despite Drug Link
The court is only considering the events from 2007 onwards.
02/15/2022
Partners Group closes its third direct infrastructure program with total commitments of USD 8.5 billion
The closing follows an intense period of investment activity for the firm, with USD 5.4 billion committed in 2021 to infrastructure assets and companies that reflect the firm's thematic investment convictions.
02/15/2022
New Credit Suisse Paymaster Has Bonus Cutting History
Credit Suisse has already announced bonuses for 2021 which saw a 32 percent cut to the bonus pool, with senior employees to get 497 million Swiss francs in total.
02/15/2022
Sanctuary Announces First Deal in Partnership Program
Sanctuary has taken minority stakes in those firms and helped them create an entity called 6 Degrees with the intention that the firms launch an acquisition strategy in the Southwest.
02/15/2022
Butterfield declares 2021 profit of $162.7m
“With an improved interest rate outlook for 2022, we are well positioned with Butterfield's historically asset sensitive balance sheet."
02/15/2022
FNZ raises $1.4b in one of largest ever funding rounds in wealth management
This was one of the largest ever primary equity raises in the wealth management sector as FNZ looks to firmly expand geographically and innovate.
02/15/2022
Discussing top trends in 2022 for the Wealth Management sector
Firms need to deploy exciting ways to gain the audience’s attention and win new clients
02/15/2022
Zoe inks partnership with Wealth Manager
Partnering with Zoe has been a great step towards helping more clients find an advisor to guide them to their 'why.' Each client has unique dreams and in collaboration with Zoe we want to provide them the tools to make them come true.