02/21/2024
HSBC Holdings plc Annual Results 2023
This reflected four years of hard work and the strength of our balance sheet in a higher interest rate environment.
Wealth and Asset Management
02/21/2024
Carolyn Armitage Launches Consulting Firm for Wealth Management CEOs
The new business will focus on helping executives at registered investment advisors and hybrid firms with succession planning, team management, and strategic decisions.
02/21/2024
UBS Wealth Management pushes back Fed rate-cut forecast to June
U.S. consumer prices rose more than expected in January amid a surge in the cost of rental housing, recent data showed, while job growth accelerated and wages increased by the most in nearly two years.
02/21/2024
Al Ahli Bank of Kuwait Elevates Customer Experience with Nationwide Private Banking Expansion
The hustle of everyday banking often leaves little room for personalized attention.
02/21/2024
EFG International Record profit
We made strategic investments in EFG’s future growth in 2023
02/21/2024
Two Rothschild Bank Clans Fight Over Clients, Power and the Family Name
The Swiss and French branches are both leveraging the family name to win a bigger piece of the lucrative global wealth-management pie. The odds are rising that the best way forward would be a merger.
02/21/2024
Meet the new man at the helm of Canaccord in Jersey
CHARLES Cohen has had a varied career leading to his move to Jersey which will help him face any challenges ahead.
02/21/2024
A Service That Grows With Your Family
We know banking needs change for family members at different life stages, here’s how we could help you and your family grow across the generations.
02/20/2024
Belvédère Asset Management CIO joins private bank in Zurich
Thomas Heller will become the new CIO of Frankfurter Bankgesellschaft in March.
02/20/2024
Barclays PLC (“Barclays”) New operating divisions and management
Barclays segmental reporting will reflect these five operating divisions, in addition to Head Office, from the first quarter of 2024.
02/20/2024
Netwealth sees FUM growth as it pursues ‘emerging’ opportunities
This included net inflows of $9.5 billion and positive market movement of $6.0 billion.
02/20/2024
The Vincenz epic goes beyond any framework
Observers are rubbing their eyes: Instead of the expected appeal process next July, the case against Pierin Vincenz is going back to square one.
02/20/2024
AKB with strong annual results
Increase in business success and annual profit – abolition of annual fee for AKB Debit Mastercard
02/20/2024
Walliser Kantonalbank Annual results for 2023
The normalization of the interest rate environment led to a positive development in the interest business.
02/20/2024
Has the wealth industry entered a new era of dealmaking?
In a new report, the boutique investment bank revealed a slight year-over-year dip of 5.6 percent in dealmaking in 2023
02/20/2024
Yves de Montmollin: «We have looked at a few wealth managers»
Yves de Montmollin steps into a Zurich-bound train every week now.
02/20/2024
Goldman Sachs Asset Management unveils innovative Global Green Bond ETF
The Fund’s introduction is a strategic move by Goldman Sachs Asset Management to build upon its active green bond offering.
02/20/2024
Amundi and EBI to launch SRI model portfolios
Exclusive: Five portfolios investing in passive funds from Amundi and Northern Trust
02/19/2024
Navigating Wealth Management: Morgan Stanley's Christina Au-Yeung Leads the Way in Strategic Investment
In a financial climate where the cautious cling to cash and money market funds, Au-Yeung champions a course towards enhanced income products, steering through the treacherous waters of concentration, performance, and headline risks.
02/19/2024
Rothschild & Co expands Middle East reach with new Riyadh office
This move reflects Rothschild & Co’s commitment and conviction to the growth potential in the Kingdom of Saudi Arabia.