10/13/2023
PIMFA celebrates winners of its third Diversity & Inclusion Awards
The awards were created in 2021 by PIMFA to shine a light on the excellent
Wealth and Asset Management
10/13/2023
HSBC Trust and Fiduciary Services wins prestigious Award
HSBC’s Trust and Fiduciary Services business is part of the Bank’s Global Private Banking division, and offers a broad range of succession planning solutions to help families manage their wealth needs.
10/13/2023
Canaccord stockbroker receives top industry award
The President’s Award is presented by the local branch of CISI to the best performer over the year, across two sittings, for the Private Client Investment Advice and Management exam in Jersey.
10/13/2023
Citi Board to meet in Singapore for first time since 2011
The decision to hold the board meeting in Singapore this year reflects the company's focus and commitment to the country.
10/13/2023
J.P. Morgan Asset Management Launches New Fixed Income ETF: JBND
Aiming to outperform the Bloomberg US Aggregate Bond Index over a three to five year market cycle, JBND focuses on a value-driven approach that emphasizes intermediate bonds of the highest quality.
10/13/2023
SJP set for fee overhaul following consumer duty rules
The firm stated the assessment of its fees and charging model will ensure SJP operates with a “simple and scalable” charging platform for the long term.
10/13/2023
Citi: Hong Kong HNW Population Shrinks Again
The survey was based on interviews with 1,700 individuals aged between 21 and 79 from October to December 2022 and from April to June 2023.
10/13/2023
Managed savings: three pillars to create new opportunities in difficult times
This is what emerges from the research commissioned to GlobalData by Objectway, an Italian company included in IDC's Top100 FinTech as a provider of software as-a-service and services for banks, wealth and asset managers.
10/13/2023
II Awards 2023 - Winners Revealed
The 24th Annual International Investment Awards took place yesterday with a global premiere of the Awards show followed by a VIP drinks event in London's West End.
10/13/2023
Real Estate Mavericks David Attias and Christopher Rassam Join Nest Seekers International’s Burgeoning Office of Global Wealth
David and Christopher are the latest luxury real estate stars to join the exodus to Nest Seekers International
10/13/2023
J.P. Morgan AUM up 22% vs last year, flat with Q2
Looking at the third quarter of 2022, the firm witnessed long-term net outflows of $24 billion.
10/12/2023
Award-winning: VP Bank's annual report has again received several awards
VP Bank Group's annual report won six international awards in 2023.
10/12/2023
UBS: It's a Question of Momentum
The Federal Councillor is to answer questions from the assembled parliamentarians on the circumstances surrounding the collapse, rescue, and sale of Credit Suisse.
10/12/2023
Marc Van de Walle: Integration is a «Superior Model»
Other banking rivals have also made similar moves to integrate various businesses to achieve scale.
10/12/2023
Brooks Macdonald MPS offsets short-term pressure
Brooks’ MPS platform now holds £3.6bn, as fresh demand for its service compensates for pressure elsewhere in its most recent quarter.
10/12/2023
Geneva Private Bank Accelerates Asia Hiring
The Geneva-based bank, owned by the de Picciotto family, manages about $153 billion in assets, 14 percent of which are in Asia.
10/12/2023
Barclays Switzerland targets CHF 30bn after 38 hires
Barclays Switzerland CEO Rahim Daya has ambitious expansion plans for the bank.
10/12/2023
Fairstone strikes deal with Charles Stanley for bespoke MPS mandate
Partnership is Charles Stanley’s latest deal offering bespoke investment solutions to UK advice businesses.
10/12/2023
Charles Russell Speechlys launches private office
Charles Russell Speechlys has officially launched the Charles Russell Speechlys Private Office.
10/11/2023
Titan Wealth acquires Prism Financial Advice Ltd
With Prism’s office based in the north of England, the acquisition represents a valuable opportunity for Titan to expand its geographical footprint across the UK.