08/19/2024
Private Wealth in Japan
Under Japanese income tax law, individuals are taxed primarily based on their residency.
Wealth and Asset Management
08/19/2024
Millennials Are Becoming Boomers
Millennials were getting blamed for killing everything — napkins, diamond rings, chain restaurants, motorcycles, bar soap and more.
08/19/2024
Thousands more UBS jobs could be cut, newspaper reports
The combined banking group has shed 9,000 jobs in the last 12 months, achieving CHF6 billion in costs so far.
08/19/2024
Why British asset managers are twice as profitable as German ones
Financial institutions in Great Britain generate the highest revenues in Europe - and the trend is rising.
08/16/2024
Hove Capital Management Reinforces Leadership in Wealth Management with Focus on Fixed Rate Bonds Amid Economic Uncertainty
Fixed-rate bonds have emerged as a favoured choice, offering reliable returns and a safeguard against market volatility.
08/16/2024
Wealth management: embracing automation and customisation
Adapting to the latest trends is crucial for wealth managers aiming to enhance efficiency, improve client satisfaction, and maintain a competitive edge.
08/16/2024
DBS' Singapore private bankers are probably better than Goldman Sachs'
While DBS still had some of the best private bankers in the world in the first half of 2024, Tricumen found that Goldman Sachs’ private bankers were on average more productive.
08/16/2024
Schroders Capital awarded £2 billion real estate mandate by Wales Pension Partnership
This mandate win builds on the £500 million mandate awarded by WPP to Schroders Capital last year to invest in global private equity.
08/16/2024
Evelyn Partners’ Cambridge office completes sale of leading environmental specialist
The deal adds to a growing list of credentials in the sector for Evelyn Partners, which has previously advised on the sale of Tri Fire to Phenna Group and Crowthorne to Normec.
08/16/2024
CIBC Asset Management Inc. announces the capping of certain Series of the CIBC 2025 Investment Grade Bond Fund Français
The Fund has grown rapidly in size, recently surpassing $1.5 billion in assets under management.
08/16/2024
Wealth management fintech SigFig adds AI capabilities
The platform combines a robust set of capabilities, including AI-powered assistance for advisors and their teams to increase their effectiveness, core integrations with leading industry systems to drive efficiencies and collaborative digital experiences t
08/16/2024
What next for private banking in the Middle East?
A clear focus on relationship management, with private banks emphasising personalised relationship management and providing bespoke services, continues to be a key differentiator.
08/16/2024
VZ Holding AG: VZ Group’s results grew well in the first half of the year
CEO Giulio Vitarelli expects growth over the entire 2024 financial year to be in line with the long-term average.
08/16/2024
Financial adviser opens St Gallen branch
SMZH, which was founded in 2003 and has over 120 staff, said the new location will allow it to be closer to clients in the region.
08/16/2024
GAM’s global equity chief adds ex-Newton colleague as PM
Paul Markham has reunited with a former senior portfolio manager from his previous employer.
08/16/2024
NatWest Group’s Associate Director recognised as Fund Finance Association ‘Rising star’
The Rising stars awards recognise outstanding individuals with less than 10 years of experience who have made remarkable contributions to the fund finance industry.
08/16/2024
Alex Toohey nominated for Citywealth Investment Manager of the Year award
‘I consider it a privilege to be on the shortlist among such reputable professionals in the wealth management industry’
08/16/2024
Purposeful digitalisation essential to future of wealth management
Although mergers and acquisitions have enabled some firms to thrive, overall, the segments of the population that wealth management serves have hardly changed.
08/16/2024
UBS Set to Sell Credit Suisse’s US Mortgage Servicing Business by Q1 2025
The transaction is anticipated to be completed in the first quarter of 2025.
08/16/2024
Why are private banks setting up shop in Spain?
Being on the ground will enable the Private Bank to be closer to the needs of our Spanish clients