08/02/2021
Why some wealth managers hate wealth
UBS is the biggest beneficiary of wealth inequality but also one of its loudest critics
Wealth and Asset Management
08/02/2021
TISE launches Qualified Investor Bond Market
The QIBM represents a dedicated exchange offering for the listing of bonds marketed to ‘qualified investors’
08/02/2021
Sanne Announces Possible Cash Offer from Apex Group
Apex is well advanced in its due diligence review and is working closely with Sanne to complete the review as quickly as possible.
08/02/2021
Banking giant HSBC sees first half profit more than double
Boosted by the economic rebound in its two biggest markets, Britain and Hong Kong, the bank reinstated dividend payments to shareholders.
08/02/2021
Vontobel Expands Brian Fischer's Responsibilities
Since their needs are similar to those of ultra-high net worth individuals, Vontobel has combined the two areas of responsibility.
08/02/2021
Exclusive: Sanlam UK wealth business up for sale
Sanlam has put its UK wealth and insurance businesses up for sale, Citywire can exclusively reveal.
08/02/2021
Top Credit Suisse investor backs board after scathing Archegos report
Harris Associates' David Herro said Credit Suisse is rapidly addressing 'deficiencies' highlighted in a recent report into the Archegos collapse
08/02/2021
Private Wealth Management Advantages and Strategies Report Released
The report showcases the advantages of professional asset management.
08/02/2021
Stifel wealth manager’s profits surge amid recruiting slowdown
It’s the second straight quarter of lower recruiting gains for Stifel.
08/02/2021
Focused Wealth Management Ranked as Top 100 Financial Advisor
Newburgh Financial Advisor Cited for "Putting Their Clients’ Best Interests First"
08/01/2021
Deutsche Bank Struggles With Slew of Departures in U.S. Wealth
At least 10 senior wealth bankers have left amid cost cuts
07/30/2021
Coutts And Adam & Company H1 Results
We continue to invest in digital solutions, whether operational or product-focused to ensure we give the best possible service and opportunities to clients.
07/30/2021
It’s time to talk: intergenerational wealth planning
Families of today come in all shapes and sizes, and modern families are often larger and very different to those 40 or 50 years ago.
07/30/2021
Fortunis Capital Eyes Wealth Management Investments
It also means that an investee wealth management firm will be able to offer venture capital investment to some of its clients.
07/30/2021
Citi Sees $15 Billion Asia Wealth Inflow as Hundreds Hired
Citi added several hundred wealth professionals in Hong Kong and Singapore this year, part of its plan to hire 2,300 staff in the Asia Pacific region to grow client assets by $150 billion by 2025.
07/30/2021
AssetCo completes acquisition of Saracen
Plans to expand fund range
07/30/2021
Guernsey’s new bespoke private wealth structure
This presents an innovative new tool for structuring the wealth of high-net-worth families.
07/30/2021
In it to win it – right place, right time and right offering
Interview from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021) and featuring Larry Campbell, Partner and Head of Financial Services Strategy at KPMG China
07/29/2021
Credit Suisse's Own Archegos Inquiry Awards «Nul Points»
The Swiss lender plans to reveal these and other results of the review with second-quarter results due Thursday.
07/29/2021
Coutts achieves B Corp status
They are legally responsible for benefiting customers, workers, communities and the planet while delivering profit.