07/04/2023
Innovations helping wealth management firms to improve risk management
Wealth management firms require robust systems that provide real-time data,advanced analytics, flexibility, and intuitive risk assessments.
Wealth and Asset Management
07/04/2023
Credit Suisse Wealth Staff Told to Prep for Management Roles
UBS is looking to hold on to bankers with client relationships
07/04/2023
The metaverse: a whole new world of private banking and wealth
The metaverse represents a new frontier in banking, a virtual world with virtual currencies and virtual goods for sale.
07/04/2023
HSBC returns to private banking in India to tap growing wealth
The business is aimed at professionals, entrepreneurs and their families with investable assets of more than $2 million, HSBC said in a statement.
07/04/2023
St. James's Place Is Top Pick Among UK Asset, Wealth Managers, Numis Says
Numis would avoid Ashmore, hold-rated Liontrust and Quilter, reduce-rated Ninety One and Schroders as well as Bridgepoint, whose rating is under review.
07/03/2023
OCBC Announces AUM Targets for Wealth Business
In order to meet this target, it will expand its team of relationship managers to 500 by end-2025, compared to over 400 today.
07/03/2023
BOCHK AM explores partnerships to boost investment range
Following its collaboration with Amundi in 2021, BOCHK AM is on the lookout for its next partnership, possibly within the global equities space.
07/03/2023
Observations from 40 years in wealth
In addition to his current role as Head of Strategy and Development, Clark is known by our LGT Crestone staff and clients as our Vice Chairman and as the head of our Melbourne office.
07/03/2023
Maples Group Wins CBLJ's 2023 Best Offshore Law Firm of the Year and Family Wealth Management Sector Awards
The awards focus on legal excellence, innovative services, market-leading deals and exceptional performance, and are based on nominations, recommendations and endorsements received from China-focused in-house counsel and legal professionals.
07/03/2023
UBP partners with Securis in Insurance-Linked Securities
This partnership will enable UBP to offer Securis’ global capabilities to institutional clients and third-party distributors throughout Europe, Middle East and Asia.
07/03/2023
Lumin Wealth acquires Essex adviser
The Big Picture Wealth Management acquisition is part of Lumin’s strategy of “partnering with like-minded advisers who share the same high standards and commitment to client-centric solutions”.
07/03/2023
Brown Shipley dumps gold for hedge funds and plays Japan
Representatives of parent company Quintet Private Bank make the case for reducing portfolio allocations to gold and see hedge funds as offering more diversification.
07/03/2023
Cinerius with new majority shareholder
The purchase price for the participation remains secret.
07/03/2023
Banque Havilland sets sail in Switzerland
As a former Market Head and Team Head with positions at Schroder Bank, HSBC and UBS, he has a varied track record in the strategic management of front teams.
07/03/2023
REYL Intesa Sanpaolo acquires leading Swiss fund representative Carnegie Fund Services
These funds are domiciled anywhere from Ireland, Luxembourg, France, all the way to Singapore and Cayman.
07/03/2023
Ex-Evelyn AIM boss prefers smaller firms to ‘suffocating’ corporates
AIM stock picking veteran Sean O’Flanagan quietly left Evelyn Partners in December to join London boutique Whitman Asset Management.
07/03/2023
Sarnia Yachts acquisition by Praxis completes
Sarnia Yachts’ 22 employees will be joining the Praxis team, ensuring continuity for the firm’s existing clients and referrers as well as providing access to the extensive range of private wealth and corporate services that the Group provides.
07/03/2023
Van Lanschot Kempen completes acquisition of Robeco online investment platform; welcomes clients and employees to Evi van Lanschot
The combined Evi van Lanschot platform will continue to offer Robeco’s investment funds.
06/30/2023
Intesa Sanpaolo Private Banking and Man Group announce strategic asset management partnership
The new venture will combine F-ISPB’s private banking expertise in Europe with Man Group’s investment solutions capabilities
06/30/2023
JPMorgan Chase Announces new business and philanthropic commitments to help close the housing affordability gap in Washington D.C. and beyond
Elements include more than $7.5 million in philanthropic capital to support housing affordability and the expansion of Chase Home Lending’s $5,000 Homebuyer grant.