08/03/2021
With this investment, SGKB, GKB and LUKB are now the largest minority shareholders in the company, which was founded in 2016 and is still owner-managed, based in St. Gallen and Zurich.
08/02/2021
Reviving trust in the once-great AMP icon has been at the forefront of Ms George’s mind since she took leave from her previous post as deputy chief executive at ANZ Banking Group.
08/02/2021
Synpulse cements leading position in private banking and wealth
The competition recognises outstanding achievement and progress across several segments of the landscape, including asset management, private banking, wealth management, investment and alternatives.
08/02/2021
Why some wealth managers hate wealth
UBS is the biggest beneficiary of wealth inequality but also one of its loudest critics
08/02/2021
The QIBM represents a dedicated exchange offering for the listing of bonds marketed to ‘qualified investors’
08/02/2021
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
Boosted by the economic rebound in its two biggest markets, Britain and Hong Kong, the bank reinstated dividend payments to shareholders.
08/02/2021
Since their needs are similar to those of ultra-high net worth individuals, Vontobel has combined the two areas of responsibility.
08/02/2021
Sanlam has put its UK wealth and insurance businesses up for sale, Citywire can exclusively reveal.
08/02/2021
Harris Associates' David Herro said Credit Suisse is rapidly addressing 'deficiencies' highlighted in a recent report into the Archegos collapse
08/02/2021
The report showcases the advantages of professional asset management.
08/02/2021
It’s the second straight quarter of lower recruiting gains for Stifel.
08/02/2021
Newburgh Financial Advisor Cited for "Putting Their Clients’ Best Interests First"
08/01/2021
At least 10 senior wealth bankers have left amid cost cuts
07/30/2021
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
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 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
Plans to expand fund range
07/30/2021
This presents an innovative new tool for structuring the wealth of high-net-worth families.