05/07/2021
LLB Österreich plans branch in Salzburg
The referral deal extends to potential assets under management totalling approximately EUR 1 billion.
Wealth and Asset Management
05/07/2021
Credit Suisse Settles Into State of Paralysis
Chairman António Horta-Osório presides over a board which lacks the Swiss institutional knowledge he needs in regulatory terms
05/07/2021
OCBC doubles Q1 profit, rounds up strong outlook for Singapore banks
Net profit for OCBC came in at a record S$1.5 billion in the quarter ending in March
05/07/2021
Key Private Bank Wins 'Best Regional Private Bank' At The 2021 Family Wealth Report Awards
The FWR Awards showcases high-performing providers in global private banking, wealth management and advisor communities.
05/07/2021
Waverton’s Acquisition Of Cornerstone Asset Management
The Charles Russell Speechlys team was led by Partners Andrew Clarke
05/06/2021
Swiss bank Julius Baer leases office space in Swire’s Two Taikoo Place, Quarry Bay, in biggest ‘decentralisation deal’ since 2018
The bank, currently based in Central, has leased four floors in the 41-storey skyscraper, in what Colliers described as the largest ‘decentralisation deal’ in Hong Kong since late 2018
05/06/2021
Rathbone Brothers enjoys solid growth in the first quarter
"Total funds under management and administration rose 2.0% in the first quarter to £55.8 billion reflecting continued good organic growth," said Paul Stockton, the Rathbones CEO
05/06/2021
UBS announces agreement to sell its minority stake in Clearstream Fund Centre to Deutsche Börse
The transaction follows the successful transition of UBS Fondcenter to Deutsche Börse in September 2020.
05/06/2021
Credit Suisse Boosts Asia Hiring to Tap Fast-Growing Markets
The bank added more than 100 net Asia hires year-to-date
05/06/2021
Opening up
The recovery remains on track, although some parts of the world will be able to relax and enjoy the summer sooner than others
05/06/2021
Meet the wealth managers advising footballers on their millions
Cheshire’s ‘Golden Triangle’ of Wilmslow, Alderley Edge and Prestbury is home to many of the Premier League’s best-paid stars. We meet the advisers who help manage their money
05/06/2021
J.P. Morgan and Nationwide Launch First Professionally Managed Annuity
Exclusive Annuity Provides Clients with Professional Guidance and a Tax-Efficient Investing Option
05/06/2021
Two UBS Advisors Named to Barron’s Top 1,200 Financial Advisor List
Elizabeth has spent the last three decades at UBS, where she has cultivated a specialization in private clients, their families and their foundations.
05/06/2021
SEI Wins at Family Wealth Report Awards 2021
Recognition Highlights Superior Technology, Dependable Workflow Processes and Consultative Expertise
05/06/2021
From professional footballer to financial adviser
Ex-Man Utd star joined the industry after he was given bad investment advice
05/06/2021
Boston Private Financial : Wins 2021 Family Wealth Report Award - Firm Recognized for Outstanding Contribution to Wealth Management Thought Leadership
Additionally, the winning firms demonstrated resilience and remarkable customer care during the unprecedented events of 2020.
05/06/2021
China sets investment quota for scheme to integrate Hong Kong, Macau
Wealth Management Connect facilitates investment in the area.
05/06/2021
Credit Suisse Boosts Asia Headcount
The net hires were made since mid-March across both Credit Suisse’s investment banking and private banking arm.
05/06/2021
Canoe Intelligence Caps Successful Q1 with 2021 Family Wealth Report Award Win
Award-winning fintech adds to growing list of first quarter accomplishments including numerous new clients wins, new hires and a new London office
05/05/2021
Inflows to 7IM's platform rise by £200m
Gross inflows for the quarter were also up by just under £200m, with £624m invested in Q1 this year, a rise from the £486m in Q4.