03/25/2024
JPMAM: lock in bond yields
JP Morgan Asset Management's EMEA chief market strategist warns against the seduction of cash rates.
Wealth and Asset Management
03/25/2024
Julius Baer Wants New CEO Announced by June
The search to find someone to take Philipp Rickenbacher's place at the top of Swiss-based international private bank Julius Baer has kicked into high gear, various sources in Zurich's financial hub indicate.
03/25/2024
Tatton becomes manager of Verbatim portfolio growth funds
These new mandates are an integral part of building our fund business and our investment team are perfectly suited to managing them.”
03/25/2024
Hana Bank recognized as best private banking service in Korea by Euromoney
This year, it also won awards for Korea's Best for Digital Solutions and Korea's Best for Succession Planning, proving its expertise in private banking.
03/25/2024
Wealth manager GSB opens Ireland office to break into Europe
Following the approval, GSB Capital Ireland will offer a range of advice services surrounding pensions, investments, and insurance.
03/25/2024
KKR Announces Formation of Global Wealth Investment Council
To mark the launch of the GWIC, KKR surveyed its members on their key macroeconomic views and thoughts on asset allocation.
03/25/2024
Berenberg adds catastrophe bonds to OTC fixed income offering
In addition, global macroeconomic conditions can also affect the secondary cat bond market, amplifying demand for liquidity, or reducing it.
03/25/2024
Julius Baer awarded best private bank accolade at Euromoney awards
The awards underwent a significant change two years ago by evaluating the Channel Islands as a unified region rather than separate entities.
03/25/2024
Lombard Odier named best pure-play private bank at Euromoney Awards 2024
These include the prestigious prizes for Western Europe's Best Pure-Play Private Bank and the Middle East's Best Pure-Play Private Bank.
03/25/2024
CaixaBank once again named 'Best Domestic Private Bank in Spain' by Euromoney
CaixaBank Private Banking has received Euromoney's top national award six times in the last 10 years.
03/22/2024
Perth wealth manager expands to regional WA with accountancy partnership
As part of the partnership, Magda Betlem, director of AMD, has become an authorised adviser for Integro.
03/22/2024
Wentworth Merges With Kingswood Acquisition, Set To Go Public
The merger paves the way for Wentworth to go public as a new entity, Binah Capital Group, an independent wealth management firm.
03/22/2024
Executive Wealth Group to Join Focus Partner Firm Bordeaux Wealth Advisors, Expanding Bordeaux’s Niche of Advising Executives in the Aerospace Industry
The transaction will increase Bordeaux’s presence and market leadership in the Seattle market and enhance its ability to serve executives in the aerospace industry.
03/22/2024
Waystone becomes first independent ACD to have LTAF approved
The LTAF will invest in a blend of private market asset classes, such as private equity, private credit, infrastructure and real estate, for a single Defined Contribution (DC) pension scheme.
03/22/2024
Middle East’s best for UHNW: Emirates NBD Private Banking
Under the Dubai-based bank’s Lombard lending programme, clients have access to secured lending against liquid assets such as investment securities.
03/22/2024
Euromoney Global Private Banking Awards 2024: LGT wins seven awards
This year’s awards ceremony was held yesterday in London. LGT was the recipient of seven awards.
03/22/2024
Formue’s Nordic formula for revolutionizing wealth management
For private bankers sitting in Zurich, London or New York, wealth management in the Nordic region can look very odd indeed.
03/22/2024
Deutsche Bank’s Private Bank wins a record 15 Euromoney awards
Winning a trifecta of global private banking titles speaks volumes of what we have achieved together for our private banking and wealth management business.
03/22/2024
UBS loses two experienced entrepreneurial bankers in Bern
UBS finds no peace in the Bern market region.
03/22/2024
SEI Launches Advanced Multi-Custody Capability for U.S. Wealth Management Clients
Advanced Aggregation Service Provides Greater Transparency into Customers’ Complete Financial Pictures