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Wealth and Asset Management

11/26/2024

Raiffeisenbank Region left Lake Zurich opens new branch in Siebnen

The new branch will be a modern advisory bank.

11/26/2024

Blackstone Buys Into Santander’s $1 Billion Loan Portfolio

Santander has embarked on a push to improve returns on capital.

11/26/2024

Barclays to establish new Private Banking booking centre in Singapore

The new booking centre reinforces Barclays Private Bank’s commitment to expanding in Asia

11/25/2024

Citigroup CEO Jane Fraser on Hong Kong’s enduring charm and strategic role

A potential trade war will not alter the US bank’s expansion plans in Asia, or Hong Kong’s importance, Fraser says in an exclusive interview

11/25/2024

Singapore is a prime business location for the world’s wealthiest entrepreneurs

Singapore’s stability, business-friendly regulations, and sophisticated investment ecosystem make it a preferred choice for global HNW and UHNW entrepreneurs.

11/25/2024

MAG Wealth Management takes over Ovation Wealth Advisors

The deal is said to introduce a new model for advisor growth and succession planning within the private banking sector.

11/25/2024

Fairstone Ireland swoops for financial planning firm

The deal marks Fairstone Ireland’s sixth strategic acquisition, solidifying its presence in the North West region.

11/25/2024

London forum promotes island as leader in wealth management

The Bermuda Business Development Agency facilitated the two-day Bermuda Wealth Forum, held at the JW Marriott Grosvenor House, in London, earlier this week.

11/25/2024

Andrea Orcel's Unicredit also wants to grow in its home market

The Italian major bank Unicredit is not only targeting the German Commerzbank, in which it holds a good 20 percent of the shares via derivatives.

11/25/2024

Lombard Odier wins two awards at the WealthBriefing MENA Awards 2024

This award recognises Lombard Odier as the leading international private bank with headquarters outside the MENA region.

11/25/2024

Julius Baer sees gold and bitcoin risks on Trump Ukraine peace deal chance

The Swiss private bank remains bullish on US equities as its favoured play as investors turn more bullish following Donald Trump's red sweep, while maintaining negative on China.

11/25/2024

Deutsche Bank named Asia Pacific’s M&A House of the Year by FinanceAsia

The win reflects the bank’s leadership and innovation across diverse sectors and markets, which has helped achieve the best outcomes for clients as they navigate an increasingly complex market environment.

11/25/2024

Charles Russell Speechlys opens Italy office

Charles Russell Speechlys confirms the launch of a new office.

11/25/2024

Quirin Private Bank Relies on Swiss 3rd-Eyes Analytics for Their Advisory Process and Services

With the help of 3rd-eyes, the financial goals and wishes of Quirin private bank’s clients can not only be calculated, but above all visualised and optimised.

11/25/2024

Bain Capital completes acquisition of Envestnet

Transaction supports industry-leading wealth technology platform's next chapter as a private company

11/25/2024

Indosuez wins Best Private Bank award in Luxembourg for the 4th consecutive year

These awards recognize excellence in private banking beyond financial expertise.

11/25/2024

Felix Niederer: «True Wealth Now Manages 1.6 billion francs»

In an interview with finews.com, co-founder and CEO Felix Niederer discusses the company's development so far and his plans for the future.

11/25/2024

MKC Wealth acquires Stockport and Urmston IFA firms

The deal adds 140 households with £70m of assets under advice (AUA) to MKC Wealth.

11/22/2024

$29bn Wealthspire launches art investing and management program

Wealthspire kicked off its Art InSpired initiative earlier this month in New York City.

11/22/2024

Hong Kong’s private wealth management industry returns to growth

KPMG today released the ninth annual Hong Kong Private Wealth Management Report co-authored with PWMA

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