09/20/2023
Williams Jones Wealth Management Named to Barron's 2023 Top 100 RIA Firms List
NYC-based firm lands in the 46th spot in prestigious national ranking
Wealth and Asset Management
09/20/2023
Wealth Access Wins Best Client Portal in the WealthManagement.com 2023 Industry Awards
This award underscores Wealth Access's commitment to providing exceptional digital experiences for financial institutions and their clients.
09/20/2023
Bank of Singapore reshuffles top management
The Singaporean private bank has decided to split its top management to cover four different regions, following the retirement of Olivier Dennis.
09/20/2023
Brokers Woo Japan’s Rich Worth $2 Trillion With Private Debt
The Tokyo-based brokerage is expanding its suite of products such as private credit, which are non-bank loans to borrowers including risky companies.
09/20/2023
Pimco: Yield Chase Fuels Asset Growth in Asia
Asian clients more broadly have been looking for more stable investments given a lot of volatility we’ve seen in markets over the last 18 months.
09/20/2023
Zuger Kantonalbank is expanding its private banking
As part of its Strategy 2025, Zuger Kantonalbank has set itself the goal of continuing to grow in business with wealthy customers
09/20/2023
Parmenion attracts takeover bids as AssetCo claims its worth £300m
AssetCo said its Parmenion stake is worth £75m-£90m and the platform has been the subject of several takeover bids.
09/20/2023
Vontobel Gives External CEO Candidates a Pass
The nomination for the next leader of the Zurich-based investment house is expected in October.
09/20/2023
How sustainable are Swiss private banks already?
The Swiss private banks of the Association of Swiss Private Banks (VSPB) have also been participating in the initiative since 2022.
09/20/2023
Daily market updates from our Chief Investment Office
Read detailed economic and market news from our in-house research team.
09/20/2023
UK wealth manager sells ETF specialist
For an upfront payment of £2.625m
09/20/2023
Schroders UK Platform Awards 2023: Full list of winners revealed!
See who took home a trophy at last night’s ceremony in London
09/20/2023
M&G plc half year 2023 results
Net flows remain positive into a third consecutive year despite known headwinds from UK institutional clients.
09/20/2023
‘The time to invest is now’: Julius Baer research head backs US equity
Julius Baer also sees opportunities for growth-minded investors in Switzerland.
09/19/2023
Citi Develops New Digital Asset Capabilities for Institutional Clients
Citi Token Services will integrate tokenized deposits and smart contracts into Citi’s global network, upgrading core cash management and trade finance capabilities.
09/19/2023
UK Wealth Managers and Private Banks Are Expanding into New Investment Territories
Shifts into the passive investing and ESG fixed-income domains are underway
09/19/2023
Mattioli Woods's Ludlow Wealth buys Opus Wealth for initial GBP700,000
This acquisition further strengthens our operations in the North West as we look to build upon our existing presence in the area.
09/19/2023
Redhawk shares products with Thompson Wealth Management
Thompson Wealth Management, an RIA based in the Los Angeles region, and Redhawk Wealth Advisors, a prominent full-service RIA, have announced a new strategic partnership.
09/19/2023
LLB drops Liechtensteinische Landesbank name in rebranding
Chief executive Gabriel Brenna said the shorter new name is easier to use digitally.
09/19/2023
FinFactor raises AUM and clients thanks to Objectway’s Investment Management Solution
The partnership with Objectway has enabled FinFactor to make their order workflow management straight-through and seamless