08/05/2025
Beyond near-term ideas in equity income, quality stocks, and structured strategies, we explore the potential long-term merits of a systematic strategy for phasing into markets.
08/05/2025
Marc-Antoine Loude has launched Evolvys, following a stint as head of executives and entrepreneurs within French-speaking Switzerland at Credit Suisse.
08/05/2025
A Partnership Built on Shared Values of Excellence, Teamwork, and Results
08/05/2025
Deutsche subsequently restated its accounts after changing the accounting treatment of the trades, from financing transactions to derivatives trades.
08/05/2025
The 12 year HSBC veteran has moved over to the US bank in Hong Kong.
08/05/2025
This partnership marks Wealth Enhancement's third location in Arizona and brings the firm's total client assets to more than $117.8 billion.
08/04/2025
The Ultra High Net Worth Institute recently unveiled its “Wealthesaurus”— a list of over 80 terms commonly used and abused in the wealth management business.
08/04/2025
The Citywealth Leaders List, which is curated through a peer-review process, client endorsements and editorial research, spans specialities including private wealth law, fiduciary services, tax advisory, private banking, accounting and philanthropy.
08/04/2025
Nomura’s International Wealth Management division has hired two executives to grow its Hong Kong and Singapore business.
08/04/2025
The goal is to combine forces under a strong brand and sustainably strengthen the LLB Group's position in the Austrian market.
08/04/2025
Shaping Resilient and Innovative Allocation Strategies for the Future
08/04/2025
To grow its $30bn of managed assets in Asia, Ardian is targeting wealthy clients through the StanChart tie-up and evergreen funds.
08/04/2025
He replaces Alan McDonald who’s been interim CFO at Nucleus since the end of last year and will remain in role until Andrew starts.
08/04/2025
The acquisition is Hoxton Wealth's first in Asia and its largest to date, presenting a major landmark in Hoxton’s growing international footprint
08/04/2025
The deal will add $300 million (£225 million) in assets under management to our rapidly growing portfolio and take our total AUM to $3.3 billon (£2.5 million).
08/04/2025
Investec announced in 2023 that it would look to accelerate the growth and capabilities offered by Investec Bank Switzerland.
08/04/2025
The digital platform is part of the lender’s planned US$1.5 billion investment in the wealth management business over the next five years
08/04/2025
With this agreement, UBS has resolved another of Credit Suisse's legacy issues, in line with its intention to resolve legacy matters at pace in a fair and balanced way and in the best interest of all its stakeholders.
08/04/2025
The move came as a surprise as the Swiss government was engaged in reportedly constructive negotiations with the Trump administration in July and hadn’t received a prior tariff notice.
08/04/2025
With this launch, BUX becomes the first neobroker in Europe to make actively managed multi-asset ETF portfolios available to retail investors in the form of automated, self-directed Plans.