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Wealth and Asset Management

03/18/2022

Eleven UBS advisors in the Northeast Private Wealth Market named to the Barron’s Top 1,200 Financial Advisors list

UBS Private Wealth Management has announced that eleven Private Wealth Advisors in firm’s Northeast Private Wealth Management market have been named to the Barron’s Top 1,200 Financial Advisors list for 2022.

03/18/2022

EverNest Financial Advisors Builds on its Independent Position by Partnering With Sanctuary Wealth

Among the team's specialties are helping business owners and corporate executives diversify their assets and prepare for a transition.

03/17/2022

Placing clients at the heart of UAE wealth management decisions

How Emirates NBD works to meet its customers' individual needs

03/17/2022

BaxterStorey Partners With Social Bite Charity To Open First Coffee Shop In London

A VIP launch saw local businesses, charities and celebrities including Scottish actor, Martin Compston and singer, Matt Willis, join CEO of Coutts, Peter Flavel and Social Bite founder Josh Littlejohn to show their support in the opening of the caf&ea

03/17/2022

Mashreq: Partners in your UAE wealth journey

The bank works to ensure investors navigate the global financial climate

03/17/2022

Schroders Singapore launches new Global Private Equity Fund

The fund is targeted at UHNW investors looking to achieve potentially higher returns and greater portfolio diversification by accessing the often hard-to-reach global private equity markets.

03/17/2022

Julius Baer to redeem Perpetual Tier 1 Subordinated bonds

The bonds (ISIN: XS1502435727), with a coupon of 5.75% per annum, were issued by Julius Baer Group Ltd. in the aggregate nominal amount of SGD 325 million.

03/17/2022

EdR WM shuts Uruguay office, pulls out of LatAm

Edmond de Rothschild has closed its representative office based in Montevideo, Uruguay, effectively bringing to an end its presence in Latin America.

03/17/2022

KKR to Aquire Leading Japanese Real Estate Asset Manager

Japan is one of the most important and high-volume real estate markets in the world, and is a market we have been dedicated to investing in with a local team since 2006.

03/17/2022

Tilney Smith & Williamson doubles Newcastle office

The group has provided Financial Planning to its clients, including families, business owners and charities, in Newcastle for over a decade.

03/17/2022

Hong Kong expands wealth management connect to brokerages

Opening up of the scheme to brokerages will further increase the competition for participating banks for an estimated $500m in annual fees.

03/17/2022

UBS, Citi wealth clients get margin calls on China tech rout

While stocks recovered some ground on Wednesday, they are still trading at depressed levels.

03/17/2022

Julius Baer Guernsey moves into its new purpose-built offices

Having enjoyed significant growth in recent years, Julius Baer required a larger premises to accommodate its circa-150-strong team.

03/17/2022

All Russians “semi-sanctioned” as UBS takes conservative approach-CEO

UBS on March 7 detailed a $634 million direct exposure to Russia.

03/16/2022

Sixteen J.P. Morgan Wealth Management Advisors Make Barron’s Top 1,200 List

Barron’s ranks the top advisors in each of the 50 states plus Washington, D.C. The rankings are based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors’ practices.

03/16/2022

CI Financial Reports Total Assets of $370.2 Billion for February 2022

All financial amounts in Canadian dollars unless stated otherwise.

03/16/2022

175 UBS Advisors named to Forbes/SHOOK Top Women Wealth Advisors list

This year, UBS advisors represent 13% of the list, with 30 sitting in the firm’s Private Wealth Management business, serving ultra-high-net-worth clients.

03/16/2022

BNP Paribas Sets up Asset Management JV in India

The Indian mutual fund industry is witnessing strong growth.

03/16/2022

Hong Kong Tycoon Sells UBS London Headquarters for £1.21 Billion

Li Ka-shing’s CK Asset Holdings Ltd. agreed to sell 5 Broadgate in London

03/16/2022

Hong Kong Pushes to Open Greater Bay Wealth Connect to Brokers

The move would need approval by mainland Chinese regulators.

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