05/24/2024
JPMorgan is making a big bet on AI. Here's how its private bankers are using it.
The bank's ultimate goal is for AI to help new private bankers mirror their best and brightest ones.
Wealth and Asset Management
05/24/2024
Corient chooses Addepar for collaboration
The partnership with Corient is being formed at a time when Addepar is seeing potential in the financial software industry.
05/23/2024
N26: Financial Regulator Imposes Multi-Million Euro Fine
This would mean that the German fintech could accept as many new customers as it wishes in the near future.
05/23/2024
Rothschild & Co: Former CS Advisors are Moving Quickly in Switzerland
This is three times the team size Bossart found upon his arrival in the fall of 2022.
05/23/2024
Monetary Authority of Singapore and People’s Bank of China Advance Collaboration in Green and Transition Finance
The initiatives discussed covered the alignment of taxonomies, facilitation of green finance flows, and the development of a decarbonisation rating platform.
05/23/2024
HSBC Unveils “All-In on Innovation” Programme with Tech Immersive Tour for Asia’s Private Banking Clients
Clients met with prominent venture capitalists and promising start-ups, gaining insights on thriving in the era of rapid technological change.
05/23/2024
It's worth changing!
Now everyone can order offers from banks and asset managers free of charge.
05/23/2024
Julius Baer: Interim Management Statement for the first four months of 2024*
Substantial increase in assets under management – Marked recovery in client activity – Significant improvement in profitability – Ongoing solid capital position.
05/23/2024
The power the US wields over the Swiss financial centre
The emergency sale was forced by pressure from the US – and remains an example of how much power the US exerts in the global financial sector.
05/23/2024
Close Brothers sees strong demand despite some pockets of weakness
This mainly reflected strong customer demand in Property and continued growth in the UK Motor Finance and Invoice Finance loan books
05/23/2024
French boutique Auris snaps up wealth group
Paris-based independent operator delivers on ambition to grow through acquisition.
05/23/2024
Bordier & Cie becomes the exclusive partner of Argentinian tennis player Sebastián Báez
Identifying and supporting talent is core to our business and helping the next generation achieve their full potential is part of our historical savoir-faire.
05/23/2024
Quintet Private Bank marks its 75th anniversary
Quintet Private Bank, headquartered in Luxembourg commemorated its 75th anniversary in the Grand Duchy.
05/23/2024
Former Deutsche Bank chief executive Rolf Breuer has passed away
The 86-year-old passed away in the presence of family, following a long illness.
05/22/2024
Attracting the next generation of inheritors and self-made wealthy
Winning young clients is critical to future success for private banks and wealth managers
05/22/2024
HSBC Runs US Tech Tour for Ultra-Rich Asians
The program also includes visits to early-stage investment firm Playground Global and Stanford Medical Center.
05/22/2024
UBS head of integration has to get by without a right hand
Coping with this central task has apparently now become even more difficult for Bereaux.
05/22/2024
Amundi pursues UBS with new Swiss ETF
In total, more than 200 of the products from Amundi's range are now traded on the Swiss stock exchange.
05/22/2024
Schroder AsiaPacific Fund plc Half Year Results
The Board continues to keep gearing under consideration and the Manager has access to a £75 million revolving credit facility, as well as an overdraft facility.
05/22/2024
Nucleus Receives Regulatory Approval for the Acquisition of Third Financial
Third Financial is a fast-growing investment platform and software provider.