11/09/2023
Morgan Stanley’s Wealth Management Arm Draws Fed Scrutiny
Regulator has sought stronger anti-money laundering controls
Wealth and Asset Management
11/09/2023
Robert Mace recognised in Citywealth’s Top 50 Crypto Professionals
The annual listing recognises expert advisers within the crypto and digital assets industry.
11/09/2023
IQ-EQ wins ‘European Private Markets Fund Administrator of the Year’ at the Funds Europe Awards 2023
These high-profile awards acknowledge individual and company contributions within the European funds community and credit those who have advanced the cross-border agenda within the funds industry.
11/09/2023
UBS Seeks to Shed $5B in Rich Clients’ Assets
UBS Seeks to Shed $5B in Rich Clients’ Assets
11/09/2023
Julius Baer Walks on Eggshells in Italy
The Milan-based subsidiary has about 5 billion euros in assets under management and is reputedly worth between 40 and 40 million euros.
11/09/2023
More bond managers should take FX risk: UBP selector
The first video from the Talking Trends panel at Citywire’s Gstaad event focuses on fixed income.
11/08/2023
Hightower Announces Strategic Investment in Orlando-based Resource Consulting Group
Hightower strengthens its presence in the Southeast region by adding $2.5 billion registered investment advisor in Orlando, FL
11/08/2023
EAM Wrise looks to double client adviser headcount to 50
The external asset manager is looking to recruit 25 more private bankers, with further offices expected to be open in the coming months.
11/08/2023
Private banking: maybe you do fit the profile!
A personalised relationship is then established as part of a comprehensive approach that combines three aspects: financial, tax and legal.
11/08/2023
ABN AMRO reports net profit of EUR 759 million for Q3 2023
Net profit in the third quarter was EUR 759 million and our return on equity (ROE) was 13.6%. At EUR 1,533 million, NII was 20% higher than last year.
11/08/2023
Iqbal Khans Surfs a Wave of New Money
It is an effort to keep momentum while attempting to make the bank's vision of being a future wealth management powerhouse a reality.
11/08/2023
Ex-GAM chair on Liontrust, NewGAMe and what he would’ve changed
In an in-depth interview, David Jacob talks about his six-year involvement with the Swiss asset manager, from post-Haywood problems to the aborted takeover by Liontrust and more.
11/08/2023
Six due-diligence must-haves: what to ask before partnering with a wealth management platform
It’s essential to know what to look for in a partner and what questions to ask to make informed choices that protect your clients and your business.
11/08/2023
UBP doubles down on RMs to capture Southeast Asia wealth boom
The strategy is to expand in the Southeast Asian markets, where he believes the current penetration is slightly below UBP’s target expectations.
11/08/2023
Titan Wealth Reaches change of control Milestonewith Parthenon Capital
Parthenon will provide Titan with strong financial backing and support its aim to deliver integrated financial advice, investment, and platform services through a comprehensive client-to-custody strategy.
11/08/2023
Titan Investment Solutions appointed to manage Tideway UCITS Funds ICAV
As a result, the investment team, which includes Peter Doherty and Chris Turdean, has joined Titan Wealth to manage and grow the Fund.
11/08/2023
What the Bank of England’s low growth forecast means for private banking
The Bank of England announced that UK economic growth is expected to flatline throughout 2024, expecting minimal or no growth throughout next year.
11/08/2023
Wealth managers and stockbrokers to face 'more assertive, intrusive' regulation, FCA warns
On pricing models, the regulator expressed concern that there is still a shortage of clear disclosures on fees and charging structures, which is obscuring for consumers how much their investment returns are being reduced.
11/08/2023
UBS offers first AT1 bonds since Credit Suisse takeover
Sold in two tranches
11/08/2023
The Value Of Personalised Private Banking For Business Leaders
Our Head of Entrepreneurs Franklin Asante writes on why a committed and understanding private banker could benefit business leaders and help enhance their company’s growth.