Managers of Wealth

Citigroup's Wealth Management Division Grappling With Efficiency Issues

The findings reveal Citigroup's performance lags behind its peers, specifically in critical operational aspects.

Highvern Private Wealth team members included in eprivateclient NextGen Leaders list

Congratulations to them on this well-earned recognition, highlighting their hard work and accomplishments.

Edmond de Rothschild Announces the Launch of an Infrastructure Debt Strategy in Saudi Arabia

This investment platform will bring complementary liquidity to existing equity and senior debt instruments

Harnessing AI and emerging technologies: applications in wealth management

Croesus' Maxime Dumas on leveraging advanced financial tools to enhance advisor capabilities and gain competitive advantage

Zedra Announce Aquisition of LJ Fiduciary and Alvarium Private Office Completion

LJ Fiduciary and APO will shortly be rebranded and merged into the existing ZEDRA Group.

Is Generative Artificial Intelligence the Key to Unlocking Personalization in Banking?

Banks that excel in this form of personalization are often rewarded with enhanced customer loyalty, satisfaction, and, ultimately, greater profitability.

Private Banking & Wealth Management London Awards 2024 winners unveiled

The best and brightest private banks in the industry were honoured.

Capturing wallet share: Delivering on the UHNWI top 10 list

This expectation is generating significant opportunities for banks because family offices most often serve as an orchestrator, coordinating services for the UHNWI.

DBS eyes S$500 billion in wealth assets by 2026, top executive says

DBS is also aiming to double the number of wealthy clients with assets worth at least S$1 million and above by end 2026

Merger of Swiss units of UBS and Credit Suisse could happen by July

The merger would initially mainly affect employees, who would then already be able to work together internally, Sabine Keller-Busse told the Neue Zürcher Zeitung newspaper on Tuesda

Altrata Report Reveals $31 Trillion in Generational Wealth Transfers by 2033

More than a quarter of world's wealthy worth $5m+ will pass on their fortunes in the next 10 years. Gen X as the primary beneficiaries.

“Forget unrestricted market access to Europe”

The Geneva private bank UBP has hired 150 wealth managers in the past year, half of them in Switzerland.

Structured products: a strategic solution

The market is currently dominated by products that aim to optimise returns.

UBS Wealth Management International Adds Déa Caldas in New York

Originally from Brazil, Caldas worked at Citibank and Banco Santander in Rio de Janeiro.

Insigneo celebrates expansion with Laredo branch

The establishment of this branch comes after the firm announced last year

HSBC completes the acquisition of Citi’s retail wealth management portfolio in mainland China

HSBC has one of the largest wealth service networks of foreign banks in mainland China

Columbia Threadneedle partners with UBS for Japan equities fund launch

The fund, made available exclusively to UBS clients until the end of August, ‘fits well into what the shelf is missing’, said Columbia Threadneedle’s Mark Chan.

WealthSelect adds two new funds to Sustainable range

The Alliance Bernstein Global Sustainable Equity Fund was introduced following a search to find a manager to complement the existing holdings within the global multi thematic allocation.

From and within the US, the equities rally has ‘finally expanded’: Indosuez Wealth Management

Europe’s first-quarter earnings season, now drawing to a close, was better than expected, says Corrieras.

SocGen struggles to strike deal for custody unit, sources say

U.S. bank State Street opens new tab, one of the world's largest asset custodians after market leader BNY Mellon, has been in talks to buy SGSS but the discussions have stalled

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Wealth and Asset Management