08/30/2021
Two UBS Advisors named to the Forbes/SHOOK Top 250 Wealth Advisors List
They’ve both achieved an incredible level of success as Financial Advisors through their dedication, focus, and commitment to their clients.
Wealth and Asset Management
08/29/2021
Eealth manager for the Rothschild family applies to open Hong Kong office
Expansion of Cambridge Associates in Hong Kong, its fourth office in Asia-Pacific after Singapore and Beijing, will allow it to capture opportunities in Greater Bay Area, executive says
08/29/2021
Boutique fund managers fashion a tidy profit
There is evidence of a boutique asset management premium in terms of returns.
08/29/2021
EFG Bank integrates innovation into strategy for clients
The enhanced presence in Cyprus allows us to expand our reach and maintain greater proximity to our local clients.
08/27/2021
Mattioli Woods buys Buckinghamshire IFA for £1.8m
Mattioli Woods is pleased to announce the acquisition of 100% of the share capital of Richings Financial Management Ltd. Mattioli Woods is pleased to announce th
08/27/2021
Luzerner Kantonalbank sees 9.2% AUM growth
Half-year report shows solid earnings growth and effective cost-income ratio.
08/27/2021
UOB enhances HNW capabilities as part of plans to accelerate business growth across Asia
UOB’s HNW segment currently accounts for half of the Bank’s wealth management fee income which it aims to double within five years.
08/26/2021
Van Lanschot Kempen: strong net profit of €58.3 million
There is every reason to believe that we are well positioned for further growth in all our businesses.
08/26/2021
Suntera Global announces acquisition in Luxembourg
The move supports its growth strategy and complements its office network in Jersey, Cayman, Bahamas, Isle of Man, Malta, Hong Kong and Switzerland.
08/26/2021
Lombard Odier Group reports results for first six months
This robust increase was supported by strong net new money flows over the six-month period, positive investment performance and market impacts.
08/26/2021
Raiffeisen Has to Get It Right This Time
Raiffeisen Switzerland can’t wait to put its experience of Guy Lachappelle as the bank’s chairman firmly behind it.
08/26/2021
TEAM is building for success in wealth management
As a new business, material growth is achievable through opportunistic and nimble investments in suitable businesses, while the medium and longer-term growth expectations from the wider wealth and asset management market could provide sustained revenue gr
08/26/2021
Wealth management firm acquires South-West based advice firm
In 2016 Courtiers bought Oxford-based IFA JRH Asset Management.
08/26/2021
Open Finance – A Wealth Management Silver Bullet?
But other demands could have an equally profound effect on wealth management.
08/26/2021
Lombard Odier: Full Steam Ahead With ESG
Odier detailed the assets as 207 billion francs in private banking, 68 billion in investment management, and 76 billion on its technology platform.
08/26/2021
Asia and Middle East Assets Triple in Five Years
In addition to client assets, the two regions were also key beneficiaries of the group’s investments with headcount doubling in the same three-year period.
08/26/2021
Ascot Lloyd assets near £10bn
The financing increased the capital available for acquisitions to more than £100m.
08/26/2021
Sanlam to wind down adviser network
It is believed Sanlam had been looking for a buyer for the network before making the decision to wind it down.
08/25/2021
UBS, Credit Suisse in Opposing Views on Gold
The bank sold more fund shares in percentage terms than the world's largest asset manager BlackRock (29 percent)
08/25/2021
Raiffeisen in Rude Health Amid C-Suite Crisis
Raiffeisen, which took in 10 billion francs in new client deposits in the first six months