09/29/2023
How Expensive is Swiss Private Banking?
The most important finding is there are large cost differences between the banks.
Wealth and Asset Management
09/29/2023
These are the priorities of German banks and asset managers
At the same time, competition is increasing and private individuals are hiring fewer asset managers.
09/29/2023
Greater Bay Area’s Wealth Management Connect scheme to expand eligibility, product range, investment limits
Expansion of eligible southbound and northbound products aims to better meet GBA residents’ demands for diversified investments, HKMA says
09/29/2023
Another 100 Credit Suisse staff to move to UBS Singapore office in October
Colocation efforts are also planned for UBS's offices in Hong Kong and Japan.
09/29/2023
Geneva Private Bank Wants to Make a Big Splash in Dubai
Malik was appointed by Lombard Odier in April to head its Dubai office.
09/29/2023
Deutsche Bank Relies on CS to Staff Boom Region
Business with ultra-rich families and businessmen from the Arab-speaking region is considered very lucrative, and Deutsche Bank has been expanding here for some time.
09/29/2023
Geneva private bank wants to make a big impression in Dubai
Geneva-based private bank Lombard Odier plans to double its workforce in the United Arab Emirates within three years.
09/29/2023
Change in the Board of Directors of VP Bank Group
The early announcement is intended to facilitate the search for a qualified successor and an optimal staff handover.
09/28/2023
UBS and ICBC Explore Banking and Wealth Management Collaborations
Under the memorandum of understanding, UBS and ICBC will explore potential partnerships in asset management, wealth management, investment banking, and corporate banking.
09/28/2023
Odey Wealth and Brook AM parent companies change registered address to founder's Chelsea house
Odey Holdings and Odey AM Group
09/28/2023
UBS Luxembourg celebrates 50 years of operation
UBS Luxembourg hosted the Prime Minister of Luxembourg, Xavier Bettel, and the Minister of Finance, Yuriko Backes at the MUDAM, to commemorate an outstanding milestone: 50 years of service in the Grand Duchy.
09/28/2023
J.P. Morgan Picks Up $2B Advisor Team From Citi
Adding a team with $2 billion in client assets supports this push at the expense of Citi, which also wants to improve the business it does with wealthy investors.
09/28/2023
HSBC to acquire Citigroup China consumer wealth business
The deal could be announced as soon as next month, the two sources said
09/27/2023
“We want Luxembourg as a real hub”: Indosuez executives
But the three of them have known each other for quite a while, Carcy points out during our interview, given that they’ve all worked for Crédit Agricole for many years.
09/27/2023
These 3 tech billionaires saw the biggest wealth jump in 2023
Tesla boss Elon Musk, Meta Platforms CEO Mark Zuckerberg and Amazon founder Jeff Bezos have seen the biggest wealth surges in 2023, based on Bloomberg Billionaires Index calculations
09/27/2023
Vega exits stealth with over $8 million in funding to reshape wealth management
Beyond investment products, Vega is also building a wide range of liquidity and financial planning solutions.
09/27/2023
W.H. Ireland Swings to Pretax Loss Amid Challenging Backdrop
Revenue fell to GBP26.7 million from GBP32.0 million.
09/27/2023
Results of the Extraordinary General Meeting of GAM Holding AG
Both NewGAMe and Rock have reiterated their long-term commitment to secure the necessary financial resources to fund GAM’s operations and provide stability for the firm.
09/27/2023
Pictet takes pole in Europe's uneven adoption of Article 9
As the European Commission consults on the future of its Sustainable Finance Disclosure Regulation, we assess how asset managers have adapted to the rules.
09/27/2023
Julius Baer proud to support iconic Montreux Jazz Festival in China
Julius Baer has been a Global Partner of the Montreux Jazz Festival since 2022.