08/16/2023
Three Strategies to Keep the Next Generation of Clients
The financial advisor job is more than just crunching numbers.
Wealth and Asset Management
08/16/2023
LGT reports very strong net asset inflows and higher net income in the first half of 2023, continuing its profitable growth path
The Group’s total operating income increased 17% to CHF 1234.5 million in the first half of 2023.
08/16/2023
VZ Group impresses with profit growth of 12.1 percent
VZ Group’s business continued to develop well in the past six months.
08/16/2023
Wealth manager told to pay out after pension paid into wrong account
The individual, named as Mr B, complained to the body after the incident at the end of 2022.
08/16/2023
VZ can win customers and earn more
The business has also developed solidly in the past six months, it is said.
08/16/2023
St.Galler Kantonalbank proves its strength
New additions due to UBS's takeover of Credit Suisse are fueling this growth in both client assets and client loans.
08/16/2023
Quilter uses behavioural science to help advisers with consumer duty
The acronym CLEAR is used in the guide in a bid to make existing client communications more customer friendly.
08/16/2023
RBC Brewin Dolphin moves Birmingham team to new office
The wealth firm carries out its third regional office upgrade in less than a year since its acquisition by Royal Bank of Canada.
08/16/2023
Lansdowne Partners completes acquisition of CRUX Asset Management
New manager for CRUX European equity funds
08/16/2023
WH Ireland shareholders back £5m rescue deal
WH Ireland warned that it was in danger of being wound up if the deal did not go ahead.
08/16/2023
Wealth managers who don’t evolve their engagement strategy will be wiped out in 20 years
The “Great Wealth Transition” has arrived.
08/16/2023
New Jersey $270M team sets up new wealth firm with LPL
The three advisors have left Merrill Lynch to form their independent firm.
08/16/2023
Citi Private Bank completes Surrey purchase
The UK is still perceived as a very safe and transparent place to invest money without many of the hurdles and barriers to entry that face other global CRE markets.
08/15/2023
Clientis Group presents another successful half-year result
The stable rating of the group was confirmed.
08/15/2023
Former Wells Fargo private bank execs gather assets at new firm
Jack Ginter was the president of Wells Fargo's private bank until he left in 2021.
08/15/2023
Quilter introduces additional adviser model ‘Quilter Partners’
Quilter will support their business growth and ensure continuity of advice for their clients when they decide to retire or exit.
08/15/2023
UBS: Wealth Shrinks For The First Time Since 2008
Markets that saw the largest increase in wealth were Russia, Mexico, India and Brazil. Per adult, Switzerland was the global wealth leader, followed by the US and Hong Kong.
08/15/2023
Statistical data by bank category
Amendment of data offering
08/15/2023
Sohar International Recognized for ‘Best Wealth Management Services in Oman 2023’ at Global Business Magazine Awards
At Sohar International, we take great pride in our wealth management services, led by an exceptionally capable team.
08/15/2023
Interest income is piling up at Bank Zimmerberg
After allocations to the reserves in the amount of 1.5 million francs, the profit came to 1.69 million francs