08/30/2023
Hedge fund veteran lined up to take the helm as GAM chief executive
Activist investor group has named Randel Freeman as its preferred candidate to lead the Swiss asset manager
Wealth and Asset Management
08/30/2023
Goldman’s woes show how difficult it is to crack advice market
They also have their divisions, and mastery in one area does not always mean you can succeed in another.
08/29/2023
Goldman Sachs Sells Wealth Management Division
Goldman's recent foray into retail banking with the unwashed masses has been like asking a French chef to start slinging hot dogs -- nobody on either side of the equation is very happy.
08/29/2023
Raymond James study: What rich clients need in estate planning
According to Raymond James, that's where financial advisors today can offer some of the most value to wealthy clients — filling in those common service gaps.
08/29/2023
Quilter Cheviot MPS now available on three additional platforms
We have been working closely with platforms for over a decade now
08/29/2023
A Discussion About the Executive Change at Bellevue
Today, Bellevue's healthcare investment expertise is internationally sought after and valued.
08/29/2023
Asset managers target Ireland’s rising number of affluent individuals
Strong economic growth has boosted prosperity and increased the demand for financial planning and investment advice
08/29/2023
Twelve Wealth Management is Trader of the Week
Twelve Wealth Management provides face-to-face financial advice to private and corporate clients, covering areas such as inheritance tax, investment and retirement planning.
08/29/2023
BNP Paribas WM's Lemuel Lee on the power of being prepared
The newly-appointed Hong Kong head talks about the bank's ability to provide a palette of cash management solutions kept its clients happy, in a year of market turmoil.
08/29/2023
GCC's asset management market to hit $500bn in onshore assets by 2026
More than 70% of regional private wealth is in offshore accounts but the trend is shifting, report says
08/29/2023
GAM Holding AG Concludes Successful Discussions with Newgame
This short-term financing will remain until it is replaced by the proceeds of a convertible bond to be issued by GAM in an amount of about CHF 25 million.
08/29/2023
Luzerner Kantonalbank Half-year result 2023
For the whole of 2023, LUKB is increasing its target for consolidated profit from at least 235 million francs to a range of 250 to 265 million francs.
08/29/2023
UBS inherits tricky wealth legacy in Asia
Former UBS CEO Ralph Hamers said in March that in Asia, more than anywhere globally
08/28/2023
How to secure generational wealth
As the Boomers move into the sunset phase, the transfer of generational wealth has become a pressing issue for many families.
08/28/2023
Citi: Top Line Growth Across the Board in Hong Kong
The treasury and trade solutions arm recorded a 27 percent revenue increase, driven by net interest income and fee-generating mandates.
08/28/2023
UBS Advisor Daniel Green Named to Forbes Top Next-Gen Wealth Advisors Best-In-State List
This is the fourth consecutive year that Daniel has appeared on the Forbes Next-Gen rankings.
08/28/2023
Why the rich stay on sidelines of sustainable investing
The good news is that there is recent research linking improved financial outcomes to various sustainable investing approaches.
08/28/2023
Credit Suisse Second Quarter Loss Reportedly $4 Billion
Even with such a loss by Credit Suisse, UBS could see a profit of nearly $35 billion in the second quarter
08/25/2023
Advisors' Organic Growth And The Future Of Wealth
Consider how wealth distribution has evolved.
08/25/2023
LLB Group with significant increase in profit
The LLB Group invests in further growth.