10/04/2023
Zwei Wealth gains a foothold in Europe's largest financial center
Zwei Wealth has expanded its platform to launch in the UK.
Wealth and Asset Management
10/04/2023
Credit Suisse wants to keep a lid on Finma communication
The CS is legally defending itself against the plaintiffs having access to further documents.
10/04/2023
Private Banker International Global Wealth Awards 2023 winners announced
This year’s Global Wealth Awards will highlight the strategies employed by private banks and wealth management firms
10/04/2023
Ludlow Trust upgrades philanthropy
Ludlow Trust's platform streamlines the application process for charitable trusts
10/04/2023
BNP Paribas AM launches two fossil-fuel-free fixed income ETFs
French asset manager further expands Article 8-compliant fund range with pair of new strategies.
10/04/2023
Who Benefits Most From Vontobel's Dual Leadership?
The Vontobel share price lost around 2 percent in value during Tuesday trading.
10/03/2023
HSBC Global Private Banking Announces Leadership Transition for Middle East & North Africa and Strengthens Teams in Qatar, Israel, Switzerland
He will play a critical role in continuing HSBC Global Private Banking’s success across all countries of the Gulf Cooperation Council
10/03/2023
Christel Rendu de Lint and Georg Schubiger to succeed Zeno Staub as Co-CEOs of Vontobel
The Board of Directors of Vontobel reached this decision on October 2, 2023, after completing a rigorous process to appoint Zeno Staub’s successor.
10/03/2023
Hurst Point Group acquires Helm Godfrey
The acquisition advances Hurst Point’s ambition of becoming a truly national wealth management business, with a presence in major cities across the UK.
10/03/2023
Julius Baer strengthens its External Asset Management business with a dedicated desk in Dubai
The newly established desk’s proximity to external asset managers (EAMs) and independent financial advisors will enable Julius Baer to further develop the local business in the UAE.
10/03/2023
Rothschild & Co named Corporate Financier of the Year at the Unquote British Private Equity Awards
This is the sixth time GA have received this award
10/03/2023
UBS Launches Digital Structured Products in Asia
Users can access structures linked to 1,500 underliers across major equity markets and confirm trades within minutes.
10/03/2023
UK wealth manager makes double acquisition
Adding £220m in assets under management
10/03/2023
Howden Rebrands Global Brokerage Unit
The Howden brand will be represented by 15,000 people in 50 countries
10/03/2023
How RBC Wealth Management is handling inflation
VP of financial planning specialists outlines how persistent inflation has impacted client plans
10/03/2023
Bär & Karrer counsels Vontobel on US$400 million AT1 bond placement
The bonds are to be privately placed with Apollo Global Management managing the funds.
10/02/2023
Hong Kong - HSBC Welcomes Enhancements to the Cross-boundary Wealth Management Connect Pilot Scheme
It continues to unleash the demand for cross-boundary wealth management services.
10/02/2023
Banking's New Reality has Arrived
When Citi CEO Jane Fraser recently announced a far-reaching reorganization of the US financial group, she used unusually harsh language.
10/02/2023
AssetCo completes £4.1m acquisition of Ocean Dial Asset Management
Merge with River and Mercantile
10/02/2023
J. Safra Sarasin Snaps up HNWI Team from Credit Suisse
The branch will be headed by Stefan Holderegger, reporting to Yves Sarasin, head of private banking for domestic clients.