08/03/2023
The Booming Business of Credit Suisse Job Cut Speculation
Neither Credit Suisse nor UBS wanted to comment and will likely save anything they have to say on various matters when results are reported at the end of the month.
Wealth and Asset Management
08/03/2023
UBS Will Soon Have Credit Suisse's Landmark Down Under
With its acquisition of Credit Suisse, UBS Wealth Management is returning to Australia after an absence of several years.
08/02/2023
Quantum Private Wealth expands presence with Tampa office
The new office in the heart of Tampa within the iconic Rivergate Tower will serve as Quantum's headquarters.
08/02/2023
Rothschild Completes Merger with Sentinus
Top RIAs Bring Entrepreneurial, Client-Oriented Approach to Wealth Management
08/02/2023
Suntera Global completes on Carey acquisition
The deal bolsters Suntera Global’s Guernsey proposition and augments its international fund administration capability.
08/02/2023
Citi Launches UHNW Credit Card
A launch event attended by finews.asia was held at the Rosewood Hotel in Hong Kong on Monday featuring top actress Michelle Yeoh as a guest speaker.
08/02/2023
Rathbones and Investec W&I given the go-ahead for all-share merger
The deal is due to take place on 21 September
08/02/2023
Liontrust’s top shareholder Buffettology nearly halves stake
Sanford DeLand denies reduction is in connection with Liontrust’s plan to buy GAM.
08/02/2023
Coutts London Prime Property Index Q2 2023
Has Q2 suggested a return to a more competitive market or are buyers still on for a potential winner? Here is our latest insight on London’s prime property sector.
08/01/2023
StanChart to Open More Hong Kong Branches for Millionaires
The branches will be located in tourist hotspots in the city.
08/01/2023
HNWIs favour advice from IFAs: LGT Crestone
Older HNWIs between 50 and 59 years of age display the most keenness for IFAs (64 per cent), followed by HNWIs over the age of 60 (57 per cent).
08/01/2023
HSBC sees 89% rise in quarterly pre-tax profit, beating analysts’ expectations
Total revenue for the second quarter came in at $16.71 billion, 38% higher than the $12.1 billion seen in the same period a year ago.
08/01/2023
Quilter’s WealthSelect boosts fixed income exposure as government bond sell off continues
This reduced exposure to the mega cap tech names that had done well following the artificial intelligence hype in favour of recent laggards.
08/01/2023
Evelyn Partners adds Millen Capital team as part of continued North West expansion
The team from Millen Capital joins Evelyn Partners as part of its succession planning scheme for business owners.
08/01/2023
Ocorian most-recognised trust company in Chambers and Partners’ High Net Worth Rankings
Chambers and Partners’ inhouse researchers compile the rankings by conducting in-depth reviews and speaking to intermediaries who have worked with the individuals and private wealth firms in question.
08/01/2023
Mercer Advisors snaps up Private Asset Management
RIA Mercer Global Advisors has acquired Private Asset Management (PAM).
08/01/2023
Asian wealth managers falling behind on digital
The most common complaints concerned mobile apps.
08/01/2023
Julius Baer to launch offshore India equity focused fund in September
First ever proprietary India equity focused fund on its offshore platform, says honcho Rahul Malhotra
08/01/2023
PIMFA announces shortlist for 2023 Diversity & Inclusion Awards
Launched in 2021 and opening to entries in April, PIMFA’s industry awards demonstrate our continuing commitment to promote diversity and inclusion best practice within the financial services industry.
07/31/2023
Demand for independent advice high among HNW individuals
The research did not define the ‘independent’, leaving interpretation of the laden term in the hands of HNW respondents.